Full Circle

Appointment Setter, Life Insurance Dialer

Full Circle

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Job Level

Mid-LevelSenior

About the role

  • Make outbound calls through the WAVE dialer within our CRM system.
  • Use provided scripts to engage with prospects and qualify interest.
  • Schedule appointments using calendar link, ensuring accuracy with time zones and availability.
  • Aim to book an average of 10 qualified appointments per day.
  • Consistently follow up with warm leads, prior contacts, and those who expressed interest.
  • Update CRM with call notes, lead status, and appointment confirmations.
  • Maintain professionalism and a positive attitude on every call.
  • Report daily results, including number of calls made, conversations held, and appointments booked.
  • Call all new leads added every other day and re-engage old/warm leads to meet weekly/monthly goals.

Requirements

  • Previous experience in appointment setting, telemarketing, or customer service preferred.
  • Strong communication skills and phone presence.
  • Ability to follow a script while adapting naturally to conversations.
  • Comfortable using CRM and dialer systems (training will be provided if needed).
  • Reliable internet connection, computer, and headset.
  • Self-motivated, organized, and consistent.
  • Availability Monday–Thursday 7:30 AM–11:00 AM EST and 5:00 PM–8:00 PM EST.
  • Ability to meet performance expectations (book 10+ appointments daily).
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