Remote/Work from Home Appointment Setters

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Requirements:

• A Minimum of 2 years prior OUTBOUND appointment setting experience required.
• Experience setting appointments for insurance or related financial products considered a plus.
• Experience using an autodialer.
• Excellent communication and interpersonal skills.
• Strong attention to detail and organization skills.
• 1 year experience working remotely.
• Experience using CRM systems and sales tools (e.g. Salesforce, HubSpot, ZoomInfo).
• Familiarity with Microsoft Office Suite (e.g. Excel, Word, PowerPoint).
• Reliable high-speed internet connection and dedicated workspace.
• Great telephone etiquette and articulation.
• Ability to generally follow an approved script and overcome objections.

Responsibilities:

• Outbound Calling: Use autodialer to initiate contact with warm leads to cultivate a professional relationship.
• Appointment Scheduling: Secure appointments for the sales team by effectively communicating the value of our offerings.
• Lead Management: Maintain accurate records of calls, client interactions, and scheduled appointments using our CRM system.
• Follow-Up: Conduct follow-up calls to nurture leads and confirm appointments.
• Collaboration: Work closely with the sales team to ensure they have qualified leads for their consultations.