Outbound Appointment Setter

We are an established U.S based health insurance agency looking for a reliable, confident, and highly motivated Virtual Assistant to handle outbound calls and appointment setting.

This is a long-term position for the right person.

You do NOT need to be a licensed insurance agent, and you will not be responsible for selling or enrolling customers into insurance plans. We will provide training on our process, scripts, CRM, and qualification criteria.

Your primary responsibility is simple:

Turn our incoming leads into qualified appointments for our licensed insurance agents.

RESPONSIBILITIES
You will:
-Call leads provided by our agency using an automatic dialer system
-Speak confidently and professionaly with U.S. consumers
-Build rapport quickly
-Handle common objections such as "not interested," "I'm busy," or "I already have insurance"
-Ask basic qualifying questions
-Schedule qualified prospects directly onto our agents' calenders
-Follow up with leads who don't answer or aren't ready immediately
-Accurately update every lead disposition in our CRM
-Leave clear notes about conversations
-Consistently follow the scripts, processes, and training provided

WHAT WE ARE LOOKING FOR
The ideal candidate is:
-Very comfortable making outbound calls
-Confident speaking with strangers
-Persistant without being aggressive
-Good at handling rejection and objections
-Friendly and conversational rather than robotic
-Coachable and willing to follow a proven process
-Organized and detail oriented
-Comfortable working independently
-Able to learn new software quickly

Strong spoken English is extremely important. You should be easy for U.S. consumers to understand and capable of carrying on a natural conversation.

Previous experience in appointment setting, outbound sales, call centers, insurance, healthcare, or U.S. consumer lead generation is strongly preferred.

Experience with CallHub CRM and GoHigh Level CRM is a plus but not required.