Insurance Appointment Setter

This is a remote position.

Schedule:

• 40 hours per week
• Monday to Friday; 9am to 6pm Brentwood, CA
• Includes 1 hour unpaid break
• Commissions will be available for hitting targets

Client Timezone: Pacific Time (PT)

Client Overview

Join a rapidly expanding national insurance brokerage that’s revolutionizing the industry through innovative growth strategies and modern virtual operations. This established organization manages over 100 successful agents across multiple states and is continuously expanding its footprint in the insurance sector. With a focus on developing new talent and fostering professional growth, this company offers a dynamic, tech-forward environment where your contribution directly impacts business expansion.

Job Description

Take ownership of a crucial role in our client’s growth strategy by connecting with newly licensed insurance professionals across multiple U.S. states. As an Appointment Setter, you’ll be the first point of contact for promising insurance professionals, helping guide them toward exciting career opportunities. Working in a modern virtual office environment, you’ll utilize cutting-edge technology platforms to manage outbound campaigns and schedule strategic appointments. This role offers excellent growth potential, with opportunities to expand into broader communication responsibilities and earn performance-based commissions.

Responsibilities

• Execute strategic outbound calling campaigns to newly licensed insurance professionals across 12 U.S. states
• Deliver congratulatory messages and engage prospects in meaningful conversations about career growth opportunities
• Qualify prospects and schedule appointments with the Expansion Director
• Manage and optimize calling campaigns using PhoneBurner dialing system
• Maintain detailed records of all interactions within the GoHighLevel CRM
• Operate professionally within a virtual office environment via Zoom
• Track and report on key performance metrics and appointment setting success rates
• Potential to expand role to include:
  • Regular communication with existing agent network
  • Client policy updates and relationship management
  • Strategic outreach initiatives

Requirements

• Exceptional English communication skills with a neutral accent
• Minimum 3 years of demonstrated success in telesales or appointment setting
• Strong technical aptitude with experience in:
  • Modern phone dialer systems
  • CRM platforms
  • Virtual office environments
• Professional demeanor and ability to build rapport quickly
• Self-motivated with strong independent work ethic
• Experience in or knowledge of the insurance industry is a plus
• Ability to work U.S. business hours
• Proven track record of meeting or exceeding performance targets
• Excellent time management and organizational skills
• Reliable high-speed internet connection and quiet home office setup

Benefits

Independent Contractor Perks

• HMO Coverage for eligible locations
• Permanent work-from-home
• Immediate hiring
• Steady freelance job

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