Position: Appointment Setter
Schedule: 25 hours per week to start
Work Setup: Onsite
Industry: Mortgage Protection and Life Insurance
Position Overview
We are seeking an experienced, reliable, and results-driven Appointment Setter to support a growing insurance agency specializing in mortgage protection insurance.
The representative will engage with warm leads through outbound calls and text messages, qualify prospects based on established criteria, and schedule qualified appointments directly on licensed insurance agents calendars.
This role requires more than simply reading from a script. The ideal candidate must be empathetic, conversational, confident, and comfortable discussing sensitive topics related to life and mortgage protection insurance while maintaining a professional and consultative approach.
Key Responsibilities
- Contact warm leads daily through outbound calls and text messages.
- Engage prospects naturally, professionally, and empathetically.
- Follow the client's approved script and qualification process while maintaining genuine conversations.
- Identify prospects basic needs and determine whether they meet the appointment criteria.
- Provide high-level information about mortgage protection coverage without giving advice beyond the role's scope.
- Schedule qualified appointments directly on the assigned licensed agent's calendar.
- Confirm appointments and conduct timely follow-ups to improve attendance rates.
- Re-engage previously contacted leads who have not yet scheduled an appointment.
- Maintain consistent follow-ups with interested prospects.
- Accurately update lead statuses, dispositions, notes, follow-up activities, and appointment outcomes in the CRM.
- Track daily and weekly outreach, appointment-setting, and follow-up activities.
- Consistently work toward established appointment-setting and show-rate KPIs.
- Communicate common objections, lead feedback, and campaign observations to the client or Account Manager.
- Maintain reliable attendance and consistent productivity throughout the assigned schedule.
Candidate Requirements
- At least two years of experience in appointment setting, cold calling, sales development, outbound sales, or a similar role.
- Demonstrated success in meeting appointment-setting and activity KPIs.
- Proven ability to generate qualified appointments and maintain strong appointment show rates.
- Excellent spoken and written English communication skills.
- Strong phone presence and the ability to communicate naturally rather than simply reading from a script.
- Empathetic and consultative communication style, especially when discussing sensitive financial or family-protection topics.
- Strong objection-handling and follow-up skills.
- Experience using a CRM to manage leads, dispositions, notes, and follow-up activities.
- Comfortable using phone calls and SMS messaging for prospect outreach.
- Highly organized and capable of consistently tracking lead activities and outcomes.
- Willing and able to work onsite.
Preferred Experience
Candidates with any of the following experience will be strongly preferred:
- Life insurance appointment setting
- Mortgage protection insurance
- Working for an insurance agency
- Setting appointments for licensed insurance agents
- Insurance lead generation and follow-up processes
- Managing warm or inbound-generated insurance leads
- Consistently achieving appointment-setting and show-rate KPIs
Key Performance Areas
Performance will primarily be evaluated based on:
- Consistent outreach to assigned leads
- Lead contact and engagement rates
- Number of qualified appointments booked
- Appointment show rate
- Timely completion of follow-ups
- Lead qualification accuracy
- CRM accuracy and completeness
- Call quality and professionalism
- Schedule adherence and reliability
- Responsiveness to coaching and feedback
Specific numerical KPIs may be finalized with the client based on lead volume, lead quality, contact rates, historical campaign performance, and existing appointment-setting and show-rate benchmarks.
Ideal Candidate Profile
The ideal representative understands that mortgage protection conversations may involve sensitive topics, such as protecting a homeowner's family in the event of death.
The successful candidate must communicate with empathy and professionalism while confidently guiding qualified prospects toward scheduling an appointment. The strongest candidate will have a proven appointment-setting background, excellent conversational skills, disciplined follow-up habits, and a demonstrated ability to achieve both booked-appointment and show-rate targets.
