Position Summary
The Outbound Lead Generation Agent is responsible for initiating outbound communication with prospective U.S.-based clients to schedule qualified appointments for Phil-Am Insurance staff. This role is a key upstream function in the sales pipeline, focused on disciplined outreach, consistent follow-up, and accurate CRM documentation.
This position does
not sell insurance or provide plan advice. The agent's sole mandate is to engage prospects professionally, confirm interest, and book appointments with licensed U.S. insurance representatives.
Key Responsibilities
Outbound Prospecting & Appointment Setting
- Make outbound calls to assigned U.S.-based lead lists during approved calling windows
- Send follow-up SMS and emails using approved scripts and templates
- Introduce Phil-Am Insurance at a high level and confirm interest in speaking with a licensed advisor
- Schedule appointments directly into U.S. staff calendars
Lead Management & Follow-Up
- Execute multi-touch follow-up sequences to maximize contact and attendance rates
- Accurately log call outcomes, notes, and dispositions in the CRM
- Re-engage aged, recycled, or previously unresponsive leads per campaign rules
Compliance & Quality Assurance
- Strictly adhere to U.S. insurance marketing rules, TCPA guidelines, and internal compliance policies
- Avoid discussing plan details, pricing, benefits, or making recommendations
- Immediately escalate compliance questions or consumer complaints to leadership
Performance & Team Collaboration
- Meet daily and weekly activity targets (calls placed, contacts made, appointments set)
- Participate in coaching sessions, call reviews, and team meetings
- Collaborate with U.S.-based staff to improve appointment quality and show rates
Key Performance Indicators (KPIs)
- Appointments scheduled
- Appointment attendance (show rate)
- Contact-to-appointment conversion rate
- CRM accuracy and compliance adherence
- Consistency of daily activity volume
Required Qualifications
- High school diploma or equivalent
- 1+ year experience in outbound calling, appointment setting, or BPO sales support
- Excellent spoken and written English with a neutral or easily understandable accent
- Comfort working U.S. business hours
- Strong computer skills and reliable internet connection
Preferred Qualifications
- Prior experience supporting U.S. insurance, Medicare, ACA, or financial services campaigns
- Experience working with U.S. CRM or dialer systems (GoHighLevel, HubSpot, Five9, etc.)
- Familiarity with compliance-driven calling environments
- Tagalog/English bilingual (required); Spanish exposure is a plus
Core Competencies
- Professional, courteous phone presence
- High attention to detail and script adherence
- Resilience in high-volume outbound environments
- Strong organizational and time management skills
- Team-oriented mindset with a growth focus
Work Environment & Schedule
- Remote (Philippines-based)
- Aligned with U.S. Central Time business hours
- Full-time role with performance tracking and coaching support
Compensation
- Competitive Philippines market-based compensation
- Performance incentives tied to appointment quality and attendance (Compensation details documented separately)
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