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Outbound Appointment Setter, US Retirement

Confidential employer

Posted 9/19/2026Rate visible after sign-upSource: Curated from source
About the Role

We call people in the United States who have asked for information about retirement income. You find out what they are trying to work out, check whether they fit, and then connect them live to a licensed insurance agent. You introduce the two of them and drop off the call.

You are not selling anything. You are not licensed and you will not be. If a caller asks you what a product pays or whether they should buy it, the answer is always that the agent will cover it.

  • $5.00 USD per hour, paid for every hour you work
  • $3 for every transfer the client accepts. $4 each once you pass 10 accepted in a week, $5 each once you pass 20. This resets every week
  • $15 bonus in any week where 80% or more of your transfers are accepted and at least 10 were accepted
  • Paid every two weeks, in USD

A typical week at 40 hours and 15 accepted transfers works out around $265.

One thing to be clear about, because it surprises people. The per-transfer pay is on transfers the client accepts. If you connect somebody who turns out to be in the wrong state, or well under the asset range, or who did not understand what the call was, the client rejects it and it does not pay. If it had already been paid, it comes off a later period. Your hourly base is never affected by any of this.

We would rather have three transfers a day that the client accepts than ten that fall apart. Three a day is what puts you into the higher rate tier, and if your acceptance rate holds at 80% or better it also earns the weekly bonus. The pay is built around quality, not volume.

What you need

  • Clear spoken English. Our callers are 55 and older and they need to understand you the first time
  • A wired USB headset with a microphone
  • A computer that can run a dialer and two browser tabs without struggling
  • Reliable internet, 25 Mbps down and 10 up minimum, wired preferred, and a plan for when the power goes
  • A quiet place to work with no background noise
  • Able to work 9:00pm to 6:00am Manila, Monday to Saturday

What we are looking for

Someone who can follow a script and still sound like a person. Someone who does not push. The most expensive mistake in this job is talking somebody onto the line who did not want to be there, so if your instinct is to keep going until you get a yes, we are not a fit.

What the process is

1. You fill in one form. ----------
It takes about ten minutes and it ends with a 60-second voice recording.
2. We score it and reply either way.
3. A 20-minute interview on video. Ten minutes of it is a role-play, where you read our opening and handle two objections. We send you the script in advance.
4. An offer.

We reply to everyone who submits a voice sample.

How to apply

Submit your application here: ----------
To show you read this: start your 60-second voice recording with the word: "Pineapple"

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