Schedule: 10:00 AM – 4:00 PM Pacific Time (6 hours/day | 30 hours/week)

Responsibilities

• Outbound Outreach: Make outbound calls to warm insurance leads using the advanced Ricochet click-to-dial system.

• Appointment Setting: Schedule insurance quotes and appointments for interested prospects, ensuring a seamless hand-off to the sales team.

• Efficient Dialing: Maintain a high volume of dials per session using automated technology to maximize contact rates.

• Information Gathering: Collect and verify complete contact information and specific prospect requirements; take detailed, accurate notes during every conversation.

• Coordination: Confirm appointment details and relay insights to the team via email or internal apps.

• Voicemail Management: Leave professional, standardized voicemails using the automated system when prospects are unavailable.

• Target Achievement: Consistently achieve a minimum target of 10–12 scheduled appointments per week.

Requirements

• Excellent verbal communication skills with a clear, professional phone presence.

• Strong command of the English language with the ability to build rapport quickly.
• Experience in telemarketing, appointment setting, or customer service (Preferred).
• High attention to detail for accurate note-taking and CRM data entry.
• Tech-savvy mindset with the ability to quickly master new software (Ricochet, CRM).
• Reliable high-speed internet, a good-quality headset, and a dedicated, quiet home office setup.

Qualifications

• Previous experience with CRM systems or lead management platforms (Highly Regarded).
• Previous experience with similar roles (appointment setter, cold caller).
• Ability to stay motivated and disciplined in a fast-paced, goal-oriented remote environment.

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.