Sales Representative – Appointment Setting

Full-time business-and-financial-operations

About the Role

We are looking for a motivated and results-driven Insurance Appointment Setter to support our growing insurance team. In this role, you will proactively contact prospective clients, identify insurance opportunities, gather essential customer information, and schedule appointments for licensed insurance agents. This is an ideal opportunity for someone who thrives in outbound sales, enjoys speaking with people, and is motivated by achieving goals in a fast-paced, performance-driven environment.

Responsibilities

• Make high-volume outbound calls to prospective clients.
• Qualify leads by identifying insurance needs and interest.
• Schedule appointments for licensed insurance agents.
• Gather and verify customer information related to homes, vehicles, businesses, and other insurable assets.
• Maintain accurate records of customer interactions and appointment details.
• Handle o...