Remote Work from Home Appointment Setting Sales Assistant

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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:

• Contact prospects who have shown interest in estate planning services.
• Set appointments based on warm leads from direct mail and online inquiries.
• Serve as the first point of contact for potential clients.
• Follow an approved script and handle objections effectively.