Dialer/Appointment Setter (Insurance)

---

---

Company: The Williams Family Agency Location: Remote Compensation: Base Pay + 2% Commission on Sales Generated (Increases possible depending on production) ABOUT US: The Williams Family Agency is a part of one of the fastest-growing IMOs in the country, bringing together ambitious individuals who want to take control of their future. Our fast-paced, high-energy environment is built on honesty, mission-driven work, and customer service—and we’re looking for a dialer/appointment setter who’s ready to jump in and help us make an impact in the lives of others. We offer insurance and financial planning products to help families protect their homes, plan for final/burial expenses, become debt free for life, accelerate their mortgage payoff and/or tax free retirement plans to protect their retirement dreams. JOB OVERVIEW: We’re on the hunt for a motivated, outgoing Dialer/ Appointment Setter to manage both warm lead outreach and appointment booking to the Agent’s calender via Calendly. You’ll be the first point of contact, reaching out via telephone mostly, to identify prospects, ask basic initial questions per a script that will be provided to you, and set appointments for our closing Agent. Your role is essential to dial at peak times of day in order set the most appoints possible and fill up the Agents calender to grow their business by increasing the number of people reached and appointments booked. KEY RESPONSIBILITIES: Warm Lead Outreach: Initiate contact with potential leads via telephone call using a “done for you” script and some creative thinking when called for. Warm Follow-Ups: Engage with warm leads that might require rescheduling or no showed at the first meeting and nurture them through strategic process. Lead Qualification: Quickly identify qualified prospects via a “done for you script” and pass on the pertinent information to the Agent. Scheduling: Set and schedule appointments for Agent via Calendly. Client Management: Keep all lead data, contact details, and activity updated Performance Tracking: Meet or exceed weekly and/or monthly outreach and appointment-setting targets. Collaboration: Work closely with the Agent team to optimize messaging and outreach effectiveness. REQUIREMENTS: Prior experience in a dialing and appointment setting, preferably in outreach. Strong written communication skills (you’ll be making phone calls to clients and potential clients the entire shift!). Self-motivated and driven by performance-based rewards. Ability to handle objections and pivot conversations to keep prospects engaged. Organized and detail-oriented with the ability to manage multiple leads simultaneously. Familiarity with tracking systems is a plus. Why Join The Williams Family Agency? Competitive base pay + 2% commission on sales generated with the potential for long term employment and base pay increases and/or bonuses. Opportunity to work remotely and with flexible hours. Be part of a mission-driven company making a real impact in people’s lives. High-energy positive team environment where ideas and collaboration thrive. Growth opportunities within a fast-expanding company. This could become a long term opportunity with the right candidate.

Keyword: Lead Generation

Price: $8.0

Lead Generation Scheduling Cold Calling Phone Communication List Building Outbound Sales