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Appointment Setter
HireBoostAppointment Setter responsible for outbound prospecting and scheduling meetings with insurance agencies. Working remotely for a leading digital marketing provider in the United States.
About the role
Key responsibilities & impact- Conduct daily outbound outreach via phone calls and email sequences.
- Prospect net-new insurance agencies, closed-lost opportunities, and targeted accounts.
- Execute structured follow-up cadences to engage unresponsive prospects.
- Qualify prospects to ensure strong fit prior to scheduling.
- Schedule meetings directly onto Sales Advisors’ calendars.
- Provide clean, detailed handoff notes to Sales Advisors before meetings.
- Maintain accurate activity and lead status in HubSpot CRM.
- Collaborate closely with Sales Advisors to improve meeting quality and conversion.
Requirements
What you’ll need- 1–3 years of experience in sales, business development, or customer-facing roles.
- Comfort with high-volume outbound calling and email outreach.
- Strong written and verbal communication skills.
- Organized, process-driven, and detail-oriented.
- Ability to confidently engage with small business owners and decision-makers.
- Experience using or willingness to learn CRM tools (HubSpot, Salesforce, or similar)
- Interest in sales, marketing, or SaaS environments
- Coachable, resilient, and motivated by performance metrics.
Benefits
Comp & perks- Equipment Provided
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
salesbusiness developmentcustomer-facing rolesoutbound callingemail outreachCRM toolsHubSpotSalesforceperformance metrics
Soft Skills
written communicationverbal communicationorganizational skillsprocess-drivendetail-orientedengagement with decision-makerscoachableresilientmotivated