Appointment Setter — Life/Health to Annuity Cross-Sell (Licensed Agency, US-Based)

About us We’re an established life and health insurance agency with an existing book of clients. We’re expanding into annuities and need a dedicated appointment setter to work our warm in-house list — no cold calling from purchased lists. What you’ll do • Call existing life and health policyholders to schedule annuity consultations with our licensed advisors • Work from our CRM; log every touch, disposition, and callback • Follow our approved talk track and compliance guidelines — you set the appointment, our licensed agents handle product discussion • Hit a weekly set/show target and report on pipeline What we’re looking for- 2+ years in insurance or financial services appointment setting, ISR, or inside sales • Familiarity with life, health, and annuity products and the client conversations around them • US-based, working core business hours across US time zones • Excellent verbal English and a clear, professional phone presence — you’ll be the first voice our clients hear • Comfortable with CRM/dialer systems and daily call volume • Life/health license a plus, not required Compensation • $3,000–$4,000/month base depending on experience • Performance bonus per qualified appointment set and held • Long-term role for the right person — this is not a short project To apply Send a short note covering: your insurance/financial services experience, your typical daily dial and set volume, and a 60-second voice recording of a sample outreach call. Applications without a voice sample won’t be reviewed.