B2B Appointment Setter | Community Outreach & Events

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TYPE OF WORK

Part Time

SALARY

$350-$500/month plus bonuses

HOURS PER WEEK

20

DATE UPDATED

Oct 17, 2026

JOB OVERVIEW

B2B Appointment Setter | Community Outreach & Events

Remote, Philippines | Part Time | Independent Contractor
Earn $350 to $500 USD per month plus $25 for every completed, qualified event. Strong performers can earn about $750 to $950 per month.

U.S. B2B appointment setting experience REQUIRED.

We are looking for an experienced appointment setter who can get our licensed insurance agents invited to speak at senior communities, community organizations, and local events throughout the United States. When outreach is slower, you will also help our agents stay connected with existing clients and schedule appointments.

This is not a consumer cold calling or insurance sales position. Your main job is to contact organizations, build relationships with decision makers, and arrange presentations and community events for our agents.

We value results, not just calls made or appointments entered into a calendar.

ABOUT SHORE LEGACY INSURANCE
Shore Legacy Insurance is a growing, family owned American insurance agency. We help seniors and families with supplemental health, home health care, hospital indemnity, and life insurance.

Our licensed agents give free presentations about planning for home health care costs, understanding supplemental insurance, protecting against insurance scams, and preparing for unexpected medical expenses. Our agents also participate in health fairs, senior expos, and community events.

We need someone who can open doors, build relationships, and fill their calendars.

WHAT YOU WILL DO

Main Focus: Presentations and Events
- Book Speaking Engagements: Contact senior communities and other organizations to arrange free presentations by our licensed agents.
- Book Community Events: Find health fairs, senior expos, festivals, community fairs, church events, and other opportunities where our agents can attend, speak, or host a booth.
- Research Opportunities: Identify senior centers, retirement communities, 55+ communities, HOAs, churches, veterans organizations, civic clubs, libraries, and employers interested in lunch and learn sessions.
- Reach Decision Makers: Speak directly with activity directors, community managers, event coordinators, pastors, HOA board members, and HR managers.
- Build Relationships: Turn initial conversations into confirmed presentations and develop repeat invitations.
- Coordinate Events: Confirm dates, locations, expected attendance, presentation topics, and the host's rules, including what our agents may and may not do at the event. Any participation fees must be approved in advance.
- Follow Up: Confirm appointments, send reminders, and help ensure presentations and events actually happen.

Additional Duties: Client Engagement and Appointment Setting
- Client Check Ins: Contact existing clients by phone, text, and email for welcome calls, annual review reminders, and general check ins.
- Event Invitations: Invite existing clients to upcoming presentations and events in their area.
- Appointment Setting: Schedule appointments with our licensed agents for existing clients and for people who have asked us to contact them.
- Referrals: Ask satisfied clients whether they know someone who might want information. You will not contact referred individuals unless they reach out to us or request contact themselves.

Your primary performance goal is booking completed presentations and community events. Client engagement duties are assigned when event outreach is slower.

Track Results: Maintain accurate records of calls, contacts, follow ups, bookings, and event outcomes in our CRM.

You will follow company approved scripts and procedures. You will only contact consumers who are existing clients or who have asked to be contacted. You will not discuss insurance plans, coverage, pricing, or recommendations. Our licensed agents handle insurance discussions and sales.

TARGET MARKETS
You will arrange presentations and events in U.S. communities where Shore Legacy Insurance has licensed agents available. We will provide the geographic areas to focus on and expand those markets as our agency grows.

REQUIRED QUALIFICATIONS
- At least 2 years of B2B appointment setting, outbound calling, or business development experience with U.S. companies
- Proven experience reaching American business owners, managers, or organizational decision makers and securing appointments
- Excellent spoken English and confident, professional telephone communication
- Comfortable contacting organizations that have never heard of our agency and persuading them to host a free presentation or welcome our agents to an event
- Comfortable with frequent outbound calling, voicemail, email outreach, and persistent follow up
- Warm, patient phone manner with older adults
- Able to overcome objections professionally without being pushy
- Strong organizational skills and experience using CRM systems
- Ability to research organizations, identify decision makers, and find contact information
- Reliable internet connection, backup connectivity, and a quiet home office
- Ability to work independently and consistently deliver results

Experience calling individual consumers alone is not sufficient. We need someone who knows how to reach business and organizational decision makers.

STRONGLY PREFERRED
- Experience arranging seminars, speaking engagements, community presentations, or vendor booths
- Experience with U.S. insurance, financial services, healthcare, or senior services businesses
- Experience with client retention or customer engagement calls
- Experience using GoHighLevel or similar CRM software
- A demonstrated record of booking meetings that actually take place

Insurance experience is helpful but not required. We care most about your ability to develop relationships and secure real opportunities for our agents.

COMPENSATION AND WORK ARRANGEMENT
Monthly Contract Fee: $350 to $500 USD, depending on experience.

Performance Bonuses: Earn an additional $25 for every qualified presentation or approved community event that actually takes place.

Earning Potential: Strong performers who arrange about four completed, qualified events per week can earn about $750 to $950 per month, depending on their monthly contract fee. Actual earnings depend on results, and there is no cap on bonuses.

Bonus Qualifications:
- Presentations: Must be approved by Shore Legacy Insurance in advance, confirmed, completed, and meet the minimum attendance we set before booking.
- Community events (fairs, expos, festivals, and similar): Must be approved by Shore Legacy Insurance in advance as worth attending, and our agent must actually attend. Events we did not approve do not qualify.
- Canceled events do not qualify. Rescheduled events become eligible when completed and all requirements are met.

Location: Remote, Philippines
Engagement: Independent Contractor
Schedule: Part time, approximately 20 hours per week.

You set your own working hours within agreed U.S. business calling windows. Calls generally take place between 9 AM and 10 PM U.S. Eastern Time, depending on the market you are contacting. You are not expected to provide more than approximately 20 hours of service per week.

We are looking for an experienced, self directed professional who wants to build a long term relationship with our agency as we grow.

HOW TO APPLY
Use this subject line: B2B Appointment Setter | Your Name

Please include:
1. Your résumé and a brief description of your U.S. appointment setting experience.
2. Previous experience: The U.S. companies or industries you have booked meetings or events for. Tell us whether you contacted businesses, organizations, or individual consumers.
3. Your results: Your typical weekly call volume, number of appointments booked, and how many of those appointments actually took place.
4. A 60 second voice recording: Demonstrate how you would introduce yourself to the activity director of a senior community and ask to schedule a free presentation.
5. A short written response: An activity director tells you, "We don't allow insurance salespeople here." What would you say next?

Applications missing any of these items will not be reviewed.

Selected applicants will complete a short live telephone roleplay.

Shore Legacy Insurance, LLC
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SKILL REQUIREMENT
Outbound Sales B2B Appointment Setting
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