Outbound Life Insurance Appointment Setter

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TYPE OF WORK

Full Time

SALARY

$600/Month

HOURS PER WEEK

40

DATE UPDATED

Aug 27, 2026

JOB OVERVIEW

We are looking for a Virtual Assistant to contact warm life insurance leads, qualify potential clients, and schedule high-intent phone appointments for our licensed agents.

Leads will be provided—you will not be responsible for generating leads or making sales. Your primary role is to build rapport, verify interest, answer basic questions, and schedule qualified prospects who are ready to speak with an agent.

Responsibilities

Call provided life insurance leads promptly.
Build rapport and qualify potential buyers.
Identify each prospect's insurance needs and level of interest.
Handle basic objections and keep prospects engaged.
Schedule high-intent appointments directly on our calendar.
Send appointment confirmations and reminders.
Update the CRM with detailed notes after every interaction.
Follow up with prospects who don't answer or need additional touchpoints.

Requirements

Excellent English communication skills.
Friendly, confident, and professional phone presence.
Strong rapport-building skills.
Reliable internet connection and quiet work environment.
Ability to follow scripts while keeping conversations natural.
Previous appointment-setting, customer service, or call center experience is preferred.
Life insurance experience is a plus but not required—we provide training.

Goal

Your success will be measured by the number of qualified, high-intent appointments you schedule that show up ready to speak with a licensed life insurance agent.

YOU ARE REQUIRED TO SEND ME A VOICE INTRODUCTION ALONG WITH SUBMISSION

SKILL REQUIREMENT
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