Job Openings Appointment Setter (Onsite)

About the job Appointment Setter (Onsite)

Position: Appointment Setter
Employment: Part-Time
Setup: Onsite

Key Responsibilities

  • Make outbound calls to existing policyholders and warm leads.
  • Schedule policy review appointments for licensed US-based insurance agents.
  • Follow approved scripts and call guidelines.
  • Coordinate lead calling to avoid duplicate or overlapping calls.
  • Accurately use the company CRM and softphone system during calls.

Qualifications

  • Strong English communication skills with professional phone etiquette.
  • At least 6 months to 1 year of experience in outbound calling, telemarketing, or appointment setting preferred.
  • Experience in insurance or financial services is an advantage.
  • Comfortable making outbound calls and following required scripts and call guidelines.
  • Able to navigate CRM and calling systems efficiently.
  • Must be willing and able to work onsite (General Santos City)
  • Must complete a 6–8 hour online certification course before starting paid work.
  • Must be available to work the following US Eastern Time schedule:
    • Sunday: 10:00 AM – 2:00 PM EST
    • Monday–Thursday: 9:00 AM – 1:00 PM EST



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