Job Details

A company is looking for an Appointment Setter to convert warm inbound leads into qualified consultations for licensed agents.Key ResponsibilitiesContact new inbound leads quickly via phone and messagingRun short qualification calls and confirm fit before booking consultationsKeep accurate notes/status updates in the lead management systemRequired QualificationsProven experience in appointment setting or SDR in US insurance or financial servicesSolid understanding of basic US financial concepts (e.g., 401(k), IRA, and insurance fundamentals)Ability to work fast with inbound leads and hit Speed-to-Lead targetsProfessional communication and strong objection handling skills