Overview
We're a growing life insurance agency looking for a reliable Appointment Setter to set appointments with our existing policyholders these are current clients, not cold or purchased leads. You'll be calling/texting people who already have a policy with us to schedule their appointment with an agent. This is a performance-driven role: the more kept appointments you set (especially ones that close), the more you earn.
What You'll Do
- Call and text existing policyholders to schedule their appointment with an agent
- Confirm appointments day-of to reduce no-shows
- Log every call outcome and appointment in our CRM/tracker, same-day
- Hit weekly activity and appointment-setting benchmarks (details below)
- Communicate daily with the agency owner on progress and any issues
Performance Metrics (Required)
- Minimum of 300 dials per day
- Minimum of 20 set appointments per week (is the goal)
- Growth opportunity: As the agency grows, top performers can earn more (higher base, higher bonus tiers, expanded role)
Who We're Looking For
- Reliable shows up on time, every time (non-negotiable)
- Confident, warm phone presence; comfortable with follow-up and occasional rejection
- Organized won't burn the leads
- Sales or customer service experience preferred, not required we'll train you on our process
Why This Role
You're plugged directly into a growing agency with guaranteed base pay and real commission upside. Get rewarded per appointment now, and grow with the business long-term.
Pay: $15.00 - $18.00 per hour
Benefits:
- Flexible schedule
- Work from home
Application Question(s):
- What sales experience do you have?
Shift availability:
- Day Shift (Preferred)
- Night Shift (Preferred)
Work Location: Hybrid remote in Boca Raton, FL 33486
