Appointment Setter & Lead Generation Specialist for an Insurance Agent in the US (Home Based Part Time)
Job Description• Conduct outbound calls and emails to prospective clients to generate leads for insurance products (auto, home, business, life).• Schedule appointments between qualified leads and insurance advisors, ensuring high conversion potential.• Maintain and update client information in the company CRM system accurately.• Follow up on leads, track progress, and report results to management.• Develop and implement strategies to identify potential clients and business opportunities.• Provide exceptional client service, answering preliminary questions and addressing concerns professionally.• Collaborate with the sales and marketing teams to refine lead generation strategies.• Meet or exceed daily, weekly, and monthly lead generation and appointment setting targets.Skill Set• Proven experience in appointment setting, lead generation, or sales support. • Strong communication and interpersonal skills, with a professional phone presence. • Excellent organizational and time management skills; ability to handle multiple tasks effectively. • Familiarity with Windows 10 and CRM systems for tracking leads and appointments. • High attention to detail and accuracy in maintaining client records. • Self-motivated, proactive, and goal-oriented with a strong work ethic. • Knowledge or interest in insurance products (auto, home, business, life) is a plus.
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