Virtual Appointment Setter

As a Virtual Appointment Setter, you will play a vital role in our sales process by reaching out to potential clients, understanding their insurance needs, and scheduling appointments for our agents to provide personalized service. This position requires excellent communication skills, a knack for networking, and the ability to handle multiple tasks efficiently in a remote setting. You will be equipped with the tools and resources necessary to succeed and contribute to our mission of delivering top-tier insurance solutions to our clients. We value a collaborative and supportive work environment, and as part of our team, you will have the opportunity to grow professionally while making a meaningful impact on our clients' lives. If you're looking for a remote opportunity where you can leverage your skills and contribute to a positive team culture, we would love to hear from you!

Responsibilities

• Conduct outbound calls to potential clients to gauge their interest in insurance products
• Schedule appointments for agents to meet with prospective clients based on availability
• Follow up on leads generated from marketing campaigns and online inquiries
• Maintain an organized record of calls and appointments in our customer management system
• Provide accurate information about the insurance services we offer to prospective clients
• Answer basic queries from potential clients and provide excellent customer service during interactions
• Collaborate with the sales team to ensure a seamless transition from appointment setting to closing sales
  
  
  

Requirements

• High school diploma or equivalent; additional education or certifications in sales/marketing is a plus
• Proven experience in a sales or customer service role, preferably in a virtual environment
• Exceptional verbal communication skills with a friendly and persuasive phone demeanor
• Proficient in using CRM software and other productivity tools to manage contacts and appointments
• Strong organizational skills with the ability to manage multiple tasks and priorities effectively
• Self-motivated with a proactive attitude and the ability to work independently in a remote setting
• Basic understanding of insurance products and services is a plus, but not required