Appointment Setter & Onboarding Specialist

I operate three business lines — GFI Team Alliance (insurance field force), Foundation First Family (financial education and publishing), and 1st Pass LLC (insurance pre-licensing exam prep), and I am hiring a Pipeline, Appointment Setting & Agent Onboarding Specialist to support all three. This is a long-term part-time role starting July 2026 at 4 hours per day, 5 days per week, 12pm-4pm EST. Strong performance leads to expanded hours and responsibilities. WHAT YOU WILL DO: 1. APPOINTMENT SETTING — ALL THREE BRANDS • Follow up with all new leads from online funnels within 24 hours via call and text • Follow up with webinar and event attendees within 2 hours post-event • Set qualified appointments directly into agent and team calendars • Confirm appointments 24 hours before and send reminder 2 hours before • Reschedule no-shows within 24 hours • Outbound calls to warm and cold lead lists provided weekly 2. AGENT ONBOARDING ACCOUNTABILITY — GFI TEAM ALLIANCE • Welcome call to every new contracted agent on Day 1 • Follow structured onboarding sequence — Day 1, 3, 7, 14, 21, 30 touchpoints • Confirm training attendance before every scheduled session • Follow up with no-shows within 1 hour of missed training • Track each agent through onboarding milestones to first issued policy • Flag at-risk agents to team leadership weekly 3. PIPELINE TRACKING — ALL THREE BRANDS • Maintain shared pipeline tracker covering GFI, Foundation First, and 1st Pass • Track funnel metrics: invite to registered, registered to attended, attended to appointment, appointment to close • Track agent metrics: contracting to activation, training attendance, 30-day and 90-day retention • Track 1st Pass metrics: inquiry to enrollment, agent discount utilization, student completion rates • Submit daily activity report and weekly summary with full metrics SCHEDULE: • Hours: 12pm-4pm EST Monday-Friday • Start date: July 2026 • Location: Philippines-based candidates preferred TOOLS YOU WILL USE: • Google Workspace (calendar and email) • Systeme.io (lead lists — read access) • Google Sheets (pipeline tracker) • Calling platform (Google Voice or Dialpad — provided) • WhatsApp (daily reporting) REPORTING: • Reports directly to Anthony Stradford (owner) • Coordinates daily with Operations VA for lead handoff from funnels RATE: $6-8/hour fixed. Quote your hourly rate. TO BE CONSIDERED — answer all five questions: 1. Describe your outbound calling experience — how many calls per day and in what industry? 2. Have you done appointment setting for insurance, financial services, or education? Describe. 3. Have you tracked pipeline metrics or managed CRM data? What tools did you use? 4. Have you done onboarding follow-up or accountability calling for a sales team? Describe. 5. Are you available 12pm-4pm EST Monday-Friday starting July 2026? Candidates who do not answer all five questions will not be reviewed.