US Outbound Appointment Setter (Insurance & Veteran Benefits)

Overview:

Our client is a growing US-based life insurance agency specializing in veteran benefits and mortgage protection products. They are looking for a skilled US Outbound Appointment Setter (Insurance & Veteran Benefits) to serve as the first point of contact for potential clients and generate qualified sales opportunities. Using provided lead lists and a dialer system, you will connect with prospects, assess their interest, and schedule appointments for the sales team. With a target of booking 8–10 appointments per day, your efficiency and consistency will play a key role in helping agents focus on closing deals and driving the agency's growth and revenue.

Schedule: Monday to Friday, 11:00 AM - 03:00 PM EST (20 work hours per week)

Responsibilities:

• Dial through provided lead lists using a dialer system to reach potential clients
• Qualify prospects for veteran benefits and mortgage protection insurance products
• Set same-day appointments when possible to maximize conversion opportunities
• Maintain accurate records of calls and scheduled appointments in the CRM
• Follow up with prospects to confirm appointments and reduce no-show rates
• Communicate daily appointment schedules to agents at the start of each day
• Adjust scheduling approach based on feedback from the sales team

Requirements:

• Proven years of cold calling and appointment setting experience
• Proven experience selling into the US market
• Strong phone communication skills and ability to engage prospects quickly
• Experience using dialers and CRM systems
• Ability to handle rejection and maintain consistent daily activity
• Experience in the insurance industry (life insurance is a huge bonus)
• Reliable internet connection and home office setup

Preferred Qualifications:

• Experience usingHighLevel CRM or Wave dialer systems
• Familiarity with veteran benefits or mortgage protection products

Why Join This Team

• Receive fully provided lead lists - no prospecting or research required
• Commissions/incentives will be provided
• Work with a supportive team that values your contribution to their success

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring

Note:

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.