Appointment Setter (Health & Life Insurance)

Overview
Our client is a Health and Life Insurance Broker focused on helping individuals find the right coverage through a consultative, high-touch sales process. They are seeking a dedicated Appointment Setter to support their book of business by handling high-volume outreach and scheduling qualified prospects directly onto their calendar.

This is a pure appointment-setting role—no closing required. The ideal candidate thrives in a fast-paced, phone- and SMS-heavy environment, can move quickly through lead lists, and is skilled at creating strong first impressions that lead to booked meetings.

Key Responsibilities

Conduct high-volume outbound calling and SMS outreach to warm and purchased leads
Engage prospects quickly and confidently to secure scheduled appointments
Gather basic client information (name, DOB, address, phone, etc.)
Collect light qualifying details to help guide plan fit (no underwriting or disqualification)
Book appointments directly onto the broker’s calendar with clean handoffs
Maintain a simple, efficient pitch focused on getting prospects scheduled
Work exclusively within one broker’s book of business
Track activity and manage follow-ups within the CRM
Maintain consistent daily outreach volume and performance metrics

Qualifications

2–5 years of experience in appointment setting, sales development, or outbound sales
Strong phone presence and confidence in high-volume calling environments
Comfortable with SMS-based communication and fast response times
Excellent communication and rapport-building skills
Organized and detail-oriented with strong follow-up habits
Ability to work independently in a remote environment
Results-driven with a focus on booking meetings, not selling

Preferred Experience (Not Required)

Health or life insurance industry exposure
Experience working with purchased lead sources (QuoteWizard, etc.)
Familiarity with VanillaSoft dialing systems
Experience using Ringy CRM
Exposure to NextGen or Benepath lead systems

Working Hours

Monday–Friday
Must start at 8:00 AM EST
Split shift preferred:
- 8:00 AM – 12:00 PM EST (core hours)
- Flexible afternoon/evening hours (e.g., 1:00–5:00 PM or 2:00–6:00 PM EST)
~40 hours per week

Tools & Systems

CRM/Communication: Ringy (primary), SMS-heavy outreach
Dialer/Leads: VanillaSoft with purchased leads (primarily QuoteWizard + other vendors)

What the Client Provides

Consistent flow of purchased leads
Established systems and dialing infrastructure
Clear expectations and streamlined booking process
Remote-first work environment (broker is primarily WFH)
Focused role with no closing responsibilities

Appointment Setter - 19997