Job Overview:
Our client is looking for an Appointment Setter who will serve as the vital first point of contact for union members who have submitted mailers requesting information about their benefits. Working from a proven script, you will conduct outbound calls and text follow-ups to schedule Zoom appointments within 24-48 hours, ensuring a warm handoff to the sales team. This role is perfect for someone who thrives on consistent daily conversations, enjoys working with blue-collar professionals, and wants to be part of a growing insurance operation without the pressure of closing sales yourself.

Schedule: Remote, Part Time | Wednesday to Sunday during EST business hours. (20-25 work hours per week; with a clear path to 35 work hours per week by January)

Responsibilities

• Conduct up to 150 outbound dials daily to union members who have submitted benefit inquiry mailers
• Schedule Zoom appointments within 24-48 hour windows using the integrated calendar system
• Follow up with leads via text message and email through the company CRM
• Confirm appointments scheduled more than 48 hours out to ensure attendance
• Provide basic Zoom technical support to clients as needed before appointments
• Manage lead information and appointment scheduling through HP Pro and Mobile Planet CRM systems
• Maintain consistent communication to keep leads warm and engaged
• Work collaboratively with the owner who will also be making calls during downtime

Requirements

• Proven experience as an appointment setter or in outbound calling roles
• Excellent verbal and written communication skills with clear English proficiency
• Comfortable making high-volume outbound calls daily
• Experience communicating effectively with blue-collar professionals
• Strong organizational skills to manage multiple follow-ups and confirmations
• Ability to follow scripts while maintaining natural conversational tone
• Reliable internet connection for phone, text, and email communication

Qualifications

• Experience working with union members or in insurance-related industries is a bonus
• Familiarity with HP Pro or Mobile Planet CRM platforms is helpful
• Experience with Google Voice or similar virtual phone systems is a bonus
• Comfortable working weekend schedules when union members are most available

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.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.