Telemarketer/Appointment Setter – Insurance Industry | Remote | Immediate Start

Role Name: Telemarketer/Appointment Setter

Schedule: Full time - 35 hours per week - Mon- Fri 10 am - 5 pm - PST

Client Timezone: PST - California

Client Overview: Join an established independent insurance agency specializing in personal lines coverage including home, auto, and life insurance. This growing agency is implementing a strategic shift toward more efficient lead generation and is looking to scale their operations with the right team members.

Job Description: You’ll play a crucial role in transforming how this insurance agency connects with potential clients. As their lead qualification specialist, you’ll be the first point of contact for prospects, conducting efficient screenings and creating warm connections between qualified leads and licensed insurance representatives. This role offers the opportunity to develop valuable skills in insurance sales processes while contributing to a team that’s actively scaling their operations and exploring innovative marketing approaches.

Responsibilities:

• Make outbound calls to provided internet leads for insurance prospects
• Conduct quick but thorough screening and qualification of potential insurance clients
• Perform seamless warm transfers of qualified leads to licensed insurance representatives
• Utilize company CRM system with integrated auto-dialer functionality for efficient call management
• Maintain accurate records of call outcomes and lead status in the CRM system
• Follow established qualification scripts and processes to ensure consistent lead quality
• Collaborate with licensed representatives to refine qualification criteria based on feedback

Requirements:

• Experience in telemarketing, cold calling, or appointment setting
• Strong communication skills for professional lead qualification conversations
• Ability to quickly assess prospect needs and interest level while building rapport
• Comfortable learning and using CRM systems and auto-dialer technology
• Professional phone manner suitable for representing an insurance agency
• Bonus if you have experience in insurance or financial services
• It helps if you’re familiar with personal lines insurance products (home, auto, life)

Why Join This Team?:

• Remote work flexibility with all necessary technology provided
• Opportunity to be part of a strategic business transformation and scaling initiative
• Clear growth potential with plans to expand the team based on success
• No pressure to close deals - focus purely on qualification and relationship building
• Work with an established agency that understands industry best practices

Independent Contractor Perks:

• Permanent work from home

• Immediate hiring

• Steady freelance job

 

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