Appointment Setter – Insurance & Financial Services | Remote | Immediate Start

Job Description:

You’ll be the first voice businesses hear when discovering cost-saving opportunities through preferred insurance pricing and strategic tax planning. This role puts you at the center of meaningful conversations with business owners, helping them access services that can significantly impact their bottom line. You’ll work with clear scripts and ongoing support while building relationships that drive real business growth for both the client and the prospects you connect with. 

Client Overview:

Join a growing insurance and financial services agency in Ontario, Canada, where you’ll play a crucial role in connecting businesses with valuable insurance and tax planning solutions. This established agency specializes in general liability insurance through The Cooperators and offers strategic financial planning services to help business owners reduce their tax burden.

Schedule:

• Part-time (20 hours per week); 4 hours daily, 1:00 PM to 5:00 PM EST

• Client Timezone: Eastern Time (Toronto, Ontario)

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring

Responsibilities:

• Make outbound calls to businesses across Ontario to schedule valuable consultations
• Present preferred insurance pricing opportunities using provided scripts
• Book appointments for agents to deliver free general liability insurance quotes
• Schedule consultations for tax strategy and financial planning services
• Target niche market businesses where the agency offers competitive advantages
• Maintain professional communication representing the insurance agency and The Cooperators
• Follow up with prospects to confirm and optimize scheduled appointments
• Adapt conversations to offer alternative services when initial offerings don’t resonate
• Potentially assist with lead generation and list building using available tools

Requirements:

• Proven experience with cold calling and appointment setting, preferably in US or Canadian markets
• Clear, professional English communication 
• Ability to work Eastern Time zone hours (Toronto, Ontario schedule)
• Professional phone presence and demonstrated sales experience
• Comfort with B2B outreach and business owner communication
• Resilience with rejection and persistence in follow-up efforts
• Bonus if you have basic understanding of insurance or financial services concepts
• It helps if you have experience with lead generation tools and list building

Side Note

• This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Reminder

• Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including the assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.