Schedule:11:00 PM 7:00 AM (PH Time)
Rate: 30-35k
We are a boutique insurance brokerage specializing inProfessional Liability (E&O)and other business insurance solutions for architects, engineers, and professional service firms across the U.S. We are seeking a motivated and experiencedCold Callerwho can confidently engage small business owners and firm principals, identify their needs, and set qualified appointments for our insurance producers.
Responsibilities:
- Make100+ outbound calls dailyto a provided list of design and consulting firms.
- UseSalesforce (CRM)to track activities, update contact information, and log call outcomes.
- UtilizeKixie PowerDialerandGmailfor calls, follow-ups, and appointment communication.
- Scheduleat least 2 qualified appointments per dayfor our licensed insurance producers.
- Follow a proven call script (training provided) while personalizing conversations to improve engagement.
- Accurately record call notes and tag dispositions within Salesforce.
Qualifications:
- Proven experience incold calling,appointment setting, orinsurance lead generation.
- Clear and professional English communication skills (verbal and written).
- Comfortable handling outbound activity and navigating gatekeepers.
- Strong organizational skills and attention to detail.
- Familiarity withSalesforceor similar CRMs is preferred.
- Experience ininsurance,financial services, orB2B professional servicesis an advantage.
Tools:
- SalesforceLead management, notes, and appointment tracking
- Kixie PowerDialerClick-to-call, voicemail drops, call tracking
- GmailEmail follow-ups and appointment confirmations
