Job Highlights:

• Contract type: Independent Contractor
  

• Schedule: 20h per week - Mon-Fri 9am-1pm PST

Client Timezone: PST

 

Client Overview:

 You’ll join a growing insurance agency that’s part of a larger financial services organization focused on helping clients protect their financial future. The agency is experiencing rapid growth and needs dedicated support to manage increasing lead volume and prospect outreach. This is an established business with proven systems and a track record of success in the insurance industry.

 

Job Description: 

You’ll be the crucial first point of contact for potential clients, conducting meaningful conversations that directly impact the agency’s growth and success. This role puts you at the center of the sales pipeline, where your communication skills and professionalism will help identify qualified prospects and create opportunities for the insurance team. You’ll work directly with an experienced insurance agent who values efficiency and understands the importance of having dedicated support to handle the high volume of prospect outreach that drives business results.

 

Responsibilities:

• Conduct outbound phone calls to qualify leads and assess prospect interest levels
• Perform initial discovery conversations to understand potential clients’ insurance and financial protection needs
• Schedule qualified appointments and meetings for the insurance agent’s calendar
• Input detailed lead information and call outcomes into the CRM system
• Maintain accurate records of all prospect interactions and follow-up requirements
• Support recruiting efforts through targeted phone-based outreach campaigns
• Manage prospect pipeline to ensure consistent flow of qualified opportunities
• Coordinate with the agent to prioritize high-value prospects and time-sensitive opportunities

 

Requirements:

• Strong verbal communication skills and professional phone presence
• Ability to conduct engaging conversations with prospects and build initial rapport
• Basic CRM experience or demonstrated ability to learn new systems quickly
• Comfortable making multiple outbound calls throughout the day
• Reliable internet connection and quiet, professional work environment
• Bonus if you have any sales or customer service experience
• It helps if you’re familiar with appointment scheduling tools and lead management processes

 

Why Join This Team?:

• Work directly with an experienced insurance professional who values your contribution
• Flexible remote work arrangement with consistent part-time hours
• Opportunity to learn about the insurance and financial services industry
• Potential for growth and conversion to full-time based on performance
• Join a proven business model with established systems and processes
• Be part of an agency that’s already successfully working with remote team members

Benefits

Independent Contractor Perks:

• Permanent Work from Home

• Immediate Hiring

• Steady Freelance Job
  
  

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Job ID: 45891593507