Telemarketer- Appointment Setting

Job Description

About Us:

Steele Insurance Agency provides personal and commercial insurance solutions tailored to each client’s unique needs. We believe good insurance work is built on clear communication, follow-through, and long-term relationships — not pressure or shortcuts.

We’re growing, and we’re looking for someone who wants to start in a role that builds real, transferable skills while contributing meaningfully to the agency’s success.

Position Overview:

This role is an entry point into professional insurance sales and client development.

As an Appointment Setter, you’ll focus on outbound calling using leads provided by the agency. Your goal is not to “hard sell,” but to introduce our agency professionally, ask the right questions, and set quality appointments for licensed agents.

For the right person, this role can become the foundation for broader responsibility within the agency.

What We Offer:

• Hourly pay with performance-based bonuses
• Supportive team environment with ongoing training
• Flexible scheduling (if applicable)
• Opportunity for growth within the agency, including licensing support for the right candidate

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Career Growth Opportunities
• Mon-Fri Schedule

Key Responsibilities:

• Make outbound calls to prospective clients using agency-provided leads
• Introduce Steele Insurance Agency clearly and professionally
• Ask basic qualifying questions and identify interest
• Schedule appointments or warm transfers for licensed sales agents
• Follow up with prospects to maintain engagement
• Accurately document calls and outcomes in our CRM
• Work toward daily and weekly activity and quality goals

You’ll be supported with training, scripting guidance, and clear expectations — while developing confidence and consistency through real experience.

People who succeed in this role often develop:

• Strong professional communication skills
• Confidence handling rejection and objections
• Discipline and follow-through
• An understanding of how business is developed and relationships are built
• A working foundation in insurance and client service

Team members who demonstrate reliability, professionalism, and strong communication are often supported in expanding their role, including sales opportunities and licensing assistance.

Qualifications:

• Want to build skills, not just clock hours
• Are comfortable speaking with new people
• Can stay professional and positive through rejection
• Show up on time and follow through on commitments
• Take pride in representing a reputable organization

Prior telemarketing, call center, or customer service experience is helpful, but not required. We value attitude, consistency, and effort.

Our Hiring Process

Qualified candidates may be asked to complete a brief personality assessment as part of our process. This helps us better understand communication styles and work preferences so we can focus interviews on fit and growth.