Experienced Life Insurance Appointment Setter

???? HIRING: FULL-TIME LIFE INSURANCE APPOINTMENT SETTER / VA

We are looking for an experienced Appointment Setter based in the Philippines to join our team full-time and help book qualified appointments for a Life Insurance Broker.

This is NOT an entry-level appointment-setting position. We are looking for someone who already understands outbound calling, lead follow-up, overcoming objections, text conversations, and consistently getting prospects booked and confirmed.

???? HOURS

Full-Time: Monday–Friday
8:00 AM – 5:00 PM Central Time (CST/CDT)

You must be comfortable working U.S. business hours consistently.

???? LEADS YOU'LL BE WORKING

Experience booking appointments with life insurance leads is strongly preferred, especially:

•⁠ ⁠Aged Mortgage Protection Leads
•⁠ ⁠Veteran Leads
•⁠ ⁠General Life Insurance Leads
•⁠ ⁠Policy Review / Existing Client Leads
•⁠ ⁠Aged & Recycled Leads
•⁠ ⁠No-Shows & Follow-Up Leads

???? WHAT YOU'LL BE DOING

Your primary responsibility is to keep the advisor's calendar filled with qualified, confirmed appointments.

You'll be responsible for:

•⁠ ⁠High-volume outbound dialing
•⁠ ⁠Calling and following up with aged leads
•⁠ ⁠Booking appointments directly onto the calendar
•⁠ ⁠Sending and responding to SMS/text messages
•⁠ ⁠Leading conversations through text instead of simply sending templates
•⁠ ⁠Following up with prospects who don't answer
•⁠ ⁠Rebooking cancellations and no-shows
•⁠ ⁠Confirming upcoming appointments
•⁠ ⁠Updating lead statuses and notes inside the CRM
•⁠ ⁠Managing follow-up tasks and pipelines
•⁠ ⁠Keeping leads organized throughout the appointment-setting process

???? SYSTEMS & TECHNOLOGY

Experience with the following is highly preferred:

•⁠ ⁠GoHighLevel (GHL)
•⁠ ⁠Power dialers / multi-line dialers
•⁠ ⁠CRM pipelines and automations
•⁠ ⁠Google Calendar
•⁠ ⁠Zoom
•⁠ ⁠SMS/Text follow-up
•⁠ ⁠Time Doctor

You must be willing to use Time Doctor for time tracking during working hours.

???? WHO WE'RE LOOKING FOR

We're looking for someone who is:

✅ Self-motivated and dependable
✅ Comfortable making a high volume of outbound calls
✅ Confident speaking with U.S.-based prospects
✅ Strong at handling objections and redirecting conversations
✅ Able to carry natural conversations through text
✅ Persistent without being overly aggressive
✅ Organized with follow-ups
✅ Comfortable learning and following scripts
✅ Able to work independently without constant supervision
✅ Coachable and willing to improve
✅ Comfortable attending regular Zoom check-ins and team meetings
✅ Reliable with excellent attendance

We do NOT want someone who needs to be micromanaged.

Once you're trained on our systems and expectations, we expect you to take ownership of your responsibilities, manage your leads, follow up consistently, and focus on producing appointments.

???? HOW SUCCESS WILL BE MEASURED

This is a performance-driven position.

We care about more than simply making calls. We'll be tracking things like:

•⁠ ⁠Conversations
•⁠ ⁠Appointments booked
•⁠ ⁠Appointment confirmation rate
•⁠ ⁠Show rate
•⁠ ⁠Follow-up activity
•⁠ ⁠CRM organization
•⁠ ⁠Overall consistency and reliability

⭐ IDEAL EXPERIENCE

Preference will be given to candidates who have previously worked with:

•⁠ ⁠U.S. Life Insurance Agents / Agencies
•⁠ ⁠Mortgage Protection
•⁠ ⁠Final Expense
•⁠ ⁠Veteran Life Insurance Leads
•⁠ ⁠Policy Reviews
•⁠ ⁠Aged Insurance Leads
•⁠ ⁠High-volume outbound appointment setting

If you've booked insurance appointments before, we want to hear about your actual experience and results.

???? HOW TO APPLY

Please send:

Your resume
A short description of your appointment-setting experience
What types of insurance leads you've worked with
Which CRMs and dialers you've used
Your experience with GoHighLevel
Your average number of calls/dials per day in previous roles
Your average appointments booked per day/week
A short voice recording introducing yourself and explaining why you'd be a good fit
Confirmation that you can work 8 AM–5 PM Central Time, Monday–Friday
Confirmation that you're comfortable using Time Doctor

BONUS: Tell us how you would handle this situation:

"You've called a lead several times with no answer. They finally respond by text saying, 'Who is this?' What would you send back?"

We're looking for someone who wants a long-term, full-time position, takes ownership of their work, and understands that great appointment setting is about creating conversations—not just reading a script.

If that's you, we'd love to hear from you. ????