Schedule:

• Sunday-Thursday 8am-12pm & 5pm-9pm cst

Client Timezone: Central Time (Chicago)

Client Overview

Join a thriving insurance agency that specializes in serving union members and their families across the United States. This established company has built strong relationships within the union community and focuses on helping hardworking Americans access essential life insurance benefits. You’ll be working with a dedicated team that values making a real difference in people’s lives by connecting them with financial protection they need. The company has a proven track record of success and maintains warm relationships with union organizations nationwide, creating a supportive environment for meaningful conversations with prospects.

Job Overview

As an Appointment Setter, you’ll play a vital role in connecting qualified union members and their referrals with benefit specialists who can help them secure important life insurance coverage. This is an exciting opportunity to work exclusively with warm leads - people who have already expressed interest in benefits - making your conversations more productive and rewarding. You’ll be the crucial first point of contact that helps families access financial protection while building valuable experience in the growing insurance industry. Your success directly impacts both the company’s growth and the financial security of union families across America.

Responsibilities

• Conduct outbound calls to warm prospects including union members and their referrals using proven, tested scripts
• Schedule appointments between interested prospects and benefit specialists, ensuring clear communication about meeting purpose and value
• Perform same-day follow-up calls to confirm all scheduled appointments and maximize show rates
• Re-engage no-show prospects with professional follow-up calls to reschedule and maintain pipeline momentum
• Utilize RingCentral dialer system to efficiently manage high-volume calling activities
• Maintain detailed records in Excel tracking system, logging all appointment details, outcomes, and follow-up actions
• Track and report on show/no-show status for all scheduled appointments to optimize conversion rates
• Follow established, proven scripts specifically tailored for union members and referral prospects
• Commissions and incentives

Requirements

• Previous experience in appointment setting, telemarketing, or customer service preferred
• Ability to consistently achieve 40+ dials per hour while maintaining quality conversations
• Excellent English communication skills with clear, professional phone presence
• Comfortable working with CRM systems, dialer technology, and basic computer applications
• Goal-oriented mindset with drive to achieve daily target of 7 booked appointments
• Experience with dialer systems and lead management preferred
• Reliable high-speed internet connection and quiet, professional work environment
• Self-motivated with ability to work independently while meeting performance targets

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Steady freelance job