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Summary:
- This is a remote work-from-home opportunity for an Appointment Setting Sales Assistant.
- The role involves contacting prospects who have expressed interest in estate planning services.
- You will follow up on warm leads from direct mail and online inquiries.
- This is a long-term independent contract position with a growing company offering stability.
- Comprehensive hands-on training and ongoing support will be provided.
Responsibilities:
- Make initial contact with leads who have shown interest in estate planning services.
- Follow up with warm leads from direct mail and online inquiries.
- Set appointments for outside sales representatives.
- Use telephone etiquette and communication skills to make connections with prospects.
- Use an autodialer and CRM systems (Salesforce, HubSpot, ZoomInfo) for appointment setting.
- Overcome objections and follow an approved script during calls.
- Maintain detailed records of appointments and interactions in CRM systems.
Requirements:
- Minimum of 2 years prior outbound appointment setting experience.
- Experience setting appointments for insurance or related financial products is a plus.
- Experience using an autodialer.
- Excellent communication and interpersonal skills.
- Strong attention to detail and organizational skills.
- At least 1 year of remote work experience.
- Familiarity with Microsoft Office Suite (Excel, Word, PowerPoint).
- Reliable high-speed internet connection and dedicated workspace.
- Great telephone etiquette and articulation.
- Ability to follow an approved script and overcome objections.
Benefits:
- This is a 1099 independent contractor position, so you will be responsible for your own taxes and benefits.
- Flexible schedule with part-time hours and uncapped full-time income potential.
- Competitive commission structure and weekly pay.
- Weekly commissions paid.
- Appointment bonus for each qualified appointment set.
- Bonus commission for each appointment that results in a sale.
