Cold Caller / Appointment Setter – Insurance, Medicare Focus

20four7VA

Cold Caller / Appointment Setter conducting outbound calls for insurance brokerage. Engaging prospects, scheduling appointments, and maintaining records as an independent contractor.

Posted 5/8/2026contractRemote • 🌎 Anywhere in the WorldMid-LevelSeniorWebsite

Tech Stack

Tools & technologies

VoIP

About the role

Key responsibilities & impact

Make outbound calls to provided lead lists using CallTools or similar VoIP system
Engage prospects in a clear, professional, and compliant manner
Screen prospects based on predefined qualification criteria
Introduce the brokerage services at a high level (no selling of policies)
Schedule appointments for licensed agents
Accurately log call outcomes, dispositions, and notes within the dialer or spreadsheet
Maintain confidentiality of all prospect information
Follow approved scripts, call flows, and SOPs
Participate in initial training and coaching provided during onboarding

Requirements

What you’ll need

Native or near-native English speaking accent
Prior experience with outbound cold calling or appointment setting
Experience calling U.S.-based prospects
Clear, professional phone presence
Strong listening skills and attention to detail
Ability to follow scripts while sounding natural
Comfortable logging detailed call notes and outcomes
Insurance or Medicare-related exposure (not required)
High reliability and punctuality
Ability to build rapport quickly over the phone

Benefits

Comp & perks

Competitive rates
Weekly payments
Various open roles are available
Free training and upskilling
Constant support and guidance
A vibrant community always ready to support you
And more!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

outbound callingappointment settingcall loggingVoIP systemscall scriptingqualification criteria screening

Soft Skills

clear communicationprofessional phone presencestrong listening skillsattention to detailrapport buildingpunctualityreliability