About the job
Responsibilities
- **Outbound Calling**: Utilize an autodialer to initiate contact with warm leads to cultivate professional relationships.
- **Appointment Scheduling**: Secure appointments for the sales team by effectively communicating the value of the offerings.
- **Lead Management**: Maintain accurate records of calls, client interactions, and scheduled appointments using a CRM system.
- **Follow-Up**: Conduct follow-up calls to nurture leads and confirm appointments.
- **Collaboration**: Work closely with the sales team to ensure they have qualified leads for consultations.
Requirements
- A minimum of 2 years prior OUTBOUND appointment setting experience required.
- Experience setting appointments for insurance or related financial products considered a plus.
- Experience using an autodialer.
- Excellent communication and interpersonal skills.
- Strong attention to detail and organizational skills.
- 1 year experience working remotely.
- Experience using CRM systems and sales tools (e.g., Salesforce, HubSpot, ZoomInfo).
- Familiarity with Microsoft Office Suite (e.g., Excel, Word, PowerPoint).
- Reliable high-speed internet connection and dedicated workspace.
- Great telephone etiquette and articulation.
- Ability to generally follow an approved script and overcome objections.
Benefits
This is a 1099 position, and as such, individuals will be responsible for their own taxes and benefits.
- Flexible part-time hours that can fit around your schedule.
- Competitive hourly wage plus performance-based incentives.
- Opportunity for growth within the organization as the team expands.
