Appointment Setter

Overview

Are you interested in insurance but not sure if you want to take the insurance licensing exams? Are you good on the phone talking with people? Do you want to get your feet wet by connecting with leads interested in insurance? This entry level position requires no specific background and offers growth potential.

Peak Insurance/Farmer's Insurance is seeking part-time appointment setters. An appointment setter will make cold calls to leads interested in home, auto and life insurance to collect information for a producer to prepare and bind the quote. The role is ideal for individuals who want to learn about insurance and may not yet want to pursue a property and casualty license. The ideal candidate will enjoy interacting with people through cold calling and demonstrate grit, perseverance, and the ability to engage with a variety of individuals.

• Flexible Schedule
• Career Growth Opportunities
• Hands-on Training
• Long-term career growth
• Sales leads provided

• Conduct high-volume outbound cold calls to prospective clients daily.
• Engage prospects in meaningful conversations to obtain information necessary for quoting.
• Accurately record call outcomes and prospect information in CRM systems.
• Follow up with leads via phone, email and text as needed.
• Interact with a variety of individuals.
• Overcome objections professionally and confidentially.
• Meet or exceed daily, weekly, and monthly call and appointment quotas.

• High school diploma or equivalent
• Comfortable making 150 outbound calls per day
• Achieve daily/weekly/monthly appointment-setting targets
• Strong verbal communication skills
• Clear, confident speaking voice
• Basic computer proficiency and ability to learn CRM systems quickly
• Ability to build rapport quickly with strangers
• Strong active listening skills
• An interest in the insurance industry
• Demonstrate consistent attendance and punctuality