Job Overview
Part-Time | Approximately 20 Hours/Week | $20/Hour + Performance Bonuses
Silver Shield Life & Income Solutions is seeking an experienced appointment setter to contact consumers who have previously expressed interest in retirement income, retirement protection, annuities, or related financial strategies.
This is not random cold calling. Leads will be provided.
What You'll Do
- Call and follow up with existing and incoming retirement/annuity leads
- Build rapport with consumers, primarily ages 55+
- Determine whether the prospect is appropriate for a retirement consultation
- Ask basic qualification questions regarding retirement timing, financial concerns and investable retirement assets
- Schedule qualified appointments directly on the advisor's calendar
- Confirm upcoming appointments and reduce no-shows
- Reschedule missed appointments
- Maintain detailed CRM notes
- Consistently follow up with prospects who are interested but not ready today
What We're Looking For
Required:
- Prior appointment-setting, inside-sales or telephone-sales experience
- Excellent spoken English
- Warm, confident and professional telephone presence
- Comfortable speaking with consumers ages 55+
- Persistent without being aggressive
- Highly organized and dependable
- Available during U.S. Eastern Time business and early-evening hours
Strongly preferred:
Previous experience with:
- Annuities
- Life insurance
- Retirement planning
- Financial services
- Medicare
- Wealth management
- Insurance lead conversion
- CRM systems
Compensation
- $20/hour
- Approximately 20 hours per week initially
- $30 bonus for each qualified appointment that actually attends
- Additional performance bonuses may be available based on results
This will begin as a 30-day paid trial with the opportunity to become a long-term position.
Important
You will not sell or recommend financial or insurance products.
Your role is to contact, engage and qualify prospective clients and schedule appropriate prospects with the licensed advisor.
To Apply
Please submit:
- Your résumé
- A brief description of your insurance/financial-services experience
- The types of leads you've previously worked
- Your average appointments booked per week in your most recent setting role
- A 60–90 second voice recording introducing yourself as though you were calling a 65-year-old retirement prospect
Applications without the voice recording will not be considered.
Pay: $18.00 - $20.00 per hour
Benefits:
- Flexible schedule
- Work from home
Work Location: Remote
