Appointment Setter – Life & Health Insurance Leads (US Financial Services Client)

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TYPE OF WORK

Any

SALARY

N/A

HOURS PER WEEK

TBD

DATE UPDATED

Aug 19, 2026

JOB OVERVIEW

Gr8 VAs is hiring an Appointment Setter to call warm leads and set appointments for a US-based financial services client. This isn't a script-reading job. You need to actually know how to talk to people.

The role: You'll be calling leads who requested info on life or health insurance, some of whom won't remember signing up. You'll need to re-engage them, handle objections, and set the appointment, all while sounding natural, not scripted. Some calls will go off-script. You'll need the judgment to know how to respond in the moment and keep ownership of the call.

Who thrives here:

Prior experience as an appointment setter — required
Fluent, natural English, not robotic or overly rehearsed
Can follow a script but isn't glued to it, handles objections and out-of-script questions with ease
Owns the call, doesn't get flustered when a lead pushes back or doesn't remember opting in
Speaks clearly and confidently, builds quick rapport with strangers on the phone
Comfortable being persistent without being pushy
Strong organizational skills and follows instructions and schedules closely
Picks up new tools and processes fast

Why VAs stay with us:

Weekly check-ins with your Account Manager, so you're never left guessing
Ongoing access to trackers and training videos
Performance feedback and retraining if you need it

Compensation:

20 hrs/week: $400/month, 1 client
30 hrs/week: $600/month, 1 client
40 hrs/week: $800/month, 1 full-time client or up to 2 part-time clients
Paid bi-monthly via Wise
US time zone hours (EST/CST)

Grow with us: Insurance eligibility at 6 months for Full-Time VAs, discretionary annual performance based increases, and a performance-based Christmas bonus.

We're looking for: Hungry, hardworking, humble, honest, smart candidates who take initiative without being asked twice. Appointment setting or phone sales experience is a strong plus. Honesty and confidentiality are non-negotiable, since you'll be handling sensitive lead data.

How to Apply

To apply, please submit both of the following:

Updated Resume
1-Minute Intro Video

In your intro video, please tell us:

A little about yourself
Your background and work experience
How many hours you're available to work each week
Why you want to become a Virtual Assistant

Only applicants who submit both a resume and an intro video will be considered.

To show you've read the entire job post, please use this exact subject line when you apply:

Appointment Setter Application | Your Full Name

Applications with a different subject line may not be reviewed.

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