Experienced Life Insurance Appointment Setter | Outbound Calling & Aged Leads | U.S. Agency

We're Looking for an Experienced Life Insurance Appointment Setter

Overflow Life & Legacy is a growing U.S.-based independent life insurance agency affiliated with Symmetry Financial Group.

We help individuals and families protect what matters most through mortgage protection and life insurance solutions.

We're looking for an experienced, results driven appointment setter who has worked specifically with U.S. life insurance leads and knows how to turn outbound conversations into qualified appointments.

THIS IS NOT AN ENTRY-LEVEL VIRTUAL ASSISTANT POSITION.

We're looking for someone who already understands the life insurance appointment-setting process, is confident on the phone, and knows how to follow up consistently without needing constant supervision.

If you've successfully booked appointments for U.S. life insurance agents, particularly using aged mortgage protection or final expense leads, we'd love to hear from you.
__________________

WHAT YOU'LL BE DOING

Your primary responsibility is to follow up with prospects who previously requested information about life insurance but haven't yet scheduled an appointment.

Many of these leads will be several weeks or months old, so you must be comfortable reconnecting with people who may not remember their initial inquiry.
__________________

YOUR DAILY RESPONSIBILITIES WILL INCLUDE

• Making consistent outbound calls to assigned mortgage protection and life insurance leads.
• Reengaging older leads and starting natural, professional conversations.
• Following up with digital leads through phone calls and approved text messaging.
• Building rapport, handling initial objections, and helping interested prospects schedule appointments.
• Booking qualified appointments directly onto our agents' calendars.
• Confirming appointments and following up to improve attendance.
• Keeping accurate CRM notes, lead statuses, and follow-up reminders.
• Managing your assigned leads proactively so opportunities don't fall through the cracks.
• Tracking daily activity and reporting appointment-setting results.
• Following our approved scripts, contact procedures, and compliance guidelines.

You won't be responsible for selling insurance, quoting premiums, or recommending policies. Your focus is connecting with prospects and scheduling quality appointments with licensed agents.
__________________

REQUIRED EXPERIENCE & QUALIFICATIONS

You must have previous experience setting appointments for U.S. life insurance agents.

We're especially interested in candidates with:

• Proven outbound calling experience in the U.S. life insurance industry.
• Experience working aged insurance leads and following up over multiple contact attempts.
• Familiarity with mortgage protection, final expense, or similar life insurance leads.
• A track record of booking appointments that prospects actually attend.
• Strong spoken English and a confident, natural phone presence.
• Experience using CRMs, dialers, and SMS follow-up systems.
• Good judgment, attention to detail, and the ability to work independently.

Experience with Symmetry Financial Group, or other independent life insurance agencies is a strong plus.

You must also have a reliable computer, stable high-speed internet, a quality headset, and a quiet working environment.
__________________

WHAT MAKES SOMEONE SUCCESSFUL IN THIS ROLE?

We're not looking for someone who just makes a high number of calls or fills a calendar with appointments.

We're looking for someone who:

• Knows how to start conversations without sounding robotic or overly scripted.
• Can reconnect with older leads without being pushy.
• Listens carefully and knows how to respond to hesitation or objections.
• Understands the importance of consistent, timely follow-up.
• Takes ownership of their assigned leads and works independently.
• Cares about the quality of appointments, not just the number booked.
• Is dependable, coachable, and committed to improving results.

**Our goal is simple: More meaningful conversations, more qualified appointments, and fewer missed opportunities.
__________________

SCHEDULE & COMPENSATION

• 15-20 hours per week initially.
• Work during agreed-upon U.S. Eastern Time calling hours, including some afternoon/evening availability.
• $4–$7 USD per hour, based on relevant experience and proven results.
• Opportunity for additional hours and long-term growth based on performance.
• Paid training on our agency's specific scripts, CRM, and processes.
• An established supply of leads and clear expectations.

We're building for the long term and want someone who can grow with our agency.
__________________

HOW TO APPLY

If you have experience setting appointments for U.S. life insurance agents, we'd love to hear from you!

To apply, please include:

1. Your Experience: Briefly describe your life insurance appointment-setting experience, including the types of leads you've worked with and any results you're proud of.
2. Voice or video Introduction: Include a short 60-second audio or video recording introducing yourself and sharing why you'd be a good fit for this role. *APPLICATIONS THAT DON'T INCLUDE THIS WILL NOT BE CONSIDERED.
3. Availability: Let us know your availability to work during U.S. Eastern Time hours.

Please begin your application with "Overflow Appointments" so we know you've read the posting.

We look forward to hearing from you!

Overflow Life & Legacy

• Protect what matters. Build what lasts.