New Methods Consulting, Inc.

Appointment Setter

• Call provided client leads (not random cold calling)
• Use a provided script to book appointments
• Enter call notes and appointment details into our system/CRM
• Coordinate with the team about appointments set and outcomes
• Be consistent with attendance and daily performance

Client Appointment Setter

• Call a provided list of licensed insurance agents using a provided script
• Introduce our clients opportunity and set appointments for an in-depth meeting
• Follow the script while sounding professional, clear, and conversational
• Accurately document each call in our CRM (GHL GoHighLevel)
• Communicate with our team about daily progress and results
• Provide feedback on common objections or questions agents have, so we can improve the script and process

Cold Caller, Appointment Setter

Insurance

• Engage with potential clients by phone to present customized insurance solutions
• Review existing coverage and offer tailored recommendations
• Clearly communicate policy terms, coverage limits, and benefits in a client-friendly way
• Handle digital documentation, including quotes, applications, and customer records
• Use provided tools to manage and track all client interactions
• Focus exclusively on inbound inquiries—no cold calling or door-to-door outreach

New Methods Consulting, Inc.

Client Appointment Setter

Cold Caller, Appointment Setter

Insurance Advisor, Commission-Based

Insurance Advisor