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Appointment Setter — Life Insurance (Outbound Calls)

Confidential employer

Posted 9/14/2026Rate visible after sign-upSource: Curated from source
Telemarketing
Customer Service
Appointment Setting
CRM
About the Role

We're hiring an experienced outbound appointment setter for a U.S.-based life insurance agency serving veterans.

You'll be calling clients who have already requested information about life insurance and burial coverage — this is not cold calling from a phone book. Your job is to confirm their details, ask a few qualifying questions, and set an appointment with a licensed agent. You do not quote prices or sell — the agent handles that.

What you'll do:

Run outbound calls on a power dialer, following our script
Confirm the lead's name, date of birth, and reason for interest
Transfer the call live to our agent whenever possible, or book a scheduled callback
Handle basic objections ("I already have coverage," "not interested," etc.) using our provided rebuttals
Log every call outcome in our CRM (Ringy)

Requirements:

Prior experience in outbound phone sales, appointment setting, or a call center — required
Clear, easy-to-understand spoken English
Comfortable running high call volume (3,000+ dials/day) on a power dialer
Reliable high-speed internet and a quiet workspace
Able to work U.S. business hours (Eastern Time)
Insurance or final expense experience is a plus but not required

What we provide:

Warm leads — every call is to someone who already requested info
A proven script built from our top-performing setters' real calls
Full training and ongoing coaching
Dialer software and CRM access

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