Appointment Setter – Insurance Reviews (Part-Time)
Location: Remote or Local (Preferred) Training for first 30-days will be in person in DTC Area
Hours: ~20-30 hours per week
We are looking for a personable and reliable Appointment Setter to contact our existing client base and schedule life insurance review appointments.
All leads are warm leads from current Farmers Insurance clients — you will not be cold calling random prospects.
Your role will be to call through our client lists, introduce the purpose of the call, and schedule appointments for a licensed agent to review the client's life insurance coverage and discuss potential life insurance discounts available through their existing Farmers policies.
Responsibilities
- Call through provided lists of existing Farmers Insurance clients
- Introduce the purpose of the call in a friendly, professional manner
- Schedule life insurance review appointments for a licensed agent
- Log call outcomes and appointment details in our CRM
- Follow up with clients when needed to confirm appointments
What We Provide
- Warm client lists (no cold prospecting)
- Call scripts and training
- Flexible part-time schedule (~20-30 hours per week)
- Opportunity to earn performance bonuses based on kept appointments
Requirements
- Comfortable and confident speaking on the phone
- Friendly, personable, and professional
- Strong communication and persuasion skills
- Organized and reliable
- Previous appointment setting or sales experience preferred
- Experience in insurance or financial services is a plus but not required
Benefits
Bonus Opportunities
Additional bonuses are available based on appointment quality and kept appointment rates, rewarding team members who consistently schedule qualified meetings.