Job Description
IND-ELS
1ST SHIFT PARTIME
$15HR
WEEKLY PAY!!
Job description
Position Summary:
We are seeking a motivated and professional Appointment Setter to support our growing financial and insurance services team. The ideal candidate will be responsible for contacting leads, qualifying prospects, and scheduling appointments for our financial advisors and insurance specialists. This position plays a critical role in expanding our client base and maintaining a steady flow of qualified meetings.
Key Responsibilities:
Contact potential and existing clients via phone, email, and text to schedule appointments.
Follow up with leads from marketing campaigns, referrals, and cold outreach.
Qualify prospects by identifying needs and interest in financial planning or insurance solutions.
Maintain accurate records of conversations and scheduled meetings using CRM software.
Coordinate appointment times with advisors and ensure calendar availability.
Provide basic information about our financial and insurance products and services.
Handle initial objections and redirect complex questions to licensed professionals.
Meet or exceed daily/weekly call and appointment-setting targets.
Job Type: Part-time
Pay: $14.00 - $15.00 per hour
Expected hours: 28 hrs per week
Shift:
Day shift
Work Location: In person
Position Summary:
We are seeking a motivated and professional Appointment Setter to support our growing financial and insurance services team. The ideal candidate will be responsible for contacting leads, qualifying prospects, and scheduling appointments for our financial advisors and insurance specialists. This position plays a critical role in expanding our client base and maintaining a steady flow of qualified meetings.
Key Responsibilities:
Contact potential and existing clients via phone, email, and text to schedule appointments.
Follow up with leads from marketing campaigns, referrals, and cold outreach.
Qualify prospects by identifying needs and interest in financial planning or insurance solutions.
Maintain accurate records of conversations and scheduled meetings using CRM software.
Coordinate appointment times with advisors and ensure calendar availability.
Provide basic information about our financial and insurance products and services.
Handle initial objections and redirect complex questions to licensed professionals.
Meet or exceed daily/weekly call and appointment-setting targets.
Job Type: Part-time
Pay: $14.00 - $15.00 per hour
Expected hours: 28 hrs per week
Shift:
Day shift
Work Location: In person
IND-ELS
Contact Info
- Location: University Park, FL
- Job Type: Contract to Hire
- Salary: $13.00
- Date: Sep 26 2025