Experienced Life Insurance Appointment Setter & Sales Professional IUL Annuities Retirement Planning

We're a fast-growing financial services company committed to helping individuals and families build, protect, and preserve generational wealth. Our team specializes in: Indexed Universal Life (IUL) Whole Life Insurance Term Life Insurance Fixed & Indexed Annuities 401(k) Rollovers Retirement Income Planning Wealth Protection Strategies We're looking for high-performing, experienced sales professionals who understand the life insurance industry and know how to identify qualified prospects, build trust, and schedule high-quality appointments for our licensed advisors. What You'll Be Doing As an Appointment Setter & Sales Representative, your primary responsibility will be to generate qualified opportunities by reaching out to prospective clients and identifying individuals interested in protecting their families and planning for retirement. Your responsibilities include: Cold calling and following up with leads Prospecting for qualified individuals and business owners Identifying hot and warm prospects interested in life insurance or retirement planning Educating prospects on our services and creating interest Qualifying clients based on their financial goals and needs Booking appointments directly onto our team's calendar Maintaining accurate CRM notes and follow-up activities Following proven sales scripts while building authentic relationships No closing is required. Your role is to generate interest, qualify prospects, and schedule appointments. Our licensed advisors will conduct the consultations and close the business. We're Looking For Someone Who Has: ✔ Previous experience in Life Insurance, Financial Services, or Wealth Management ✔ Experience discussing: Indexed Universal Life (IUL) Whole Life Insurance Term Life Insurance Fixed & Indexed Annuities 401(k) Rollovers Retirement Planning ✔ Strong cold-calling experience ✔ Ability to overcome objections naturally ✔ Excellent communication and listening skills ✔ Confidence speaking with professionals, families, and retirees ✔ CRM experience (GoHighLevel, Salesforce, HubSpot, etc.) ✔ Self-motivated with a results-driven mindset ✔ Professional phone presence Bonus Qualifications Experience with: Medicare Mortgage Protection Final Expense Financial Advisor appointment setting Wealth Management firms Tax-Free Retirement Strategies Infinite Banking Concepts Facebook Lead Follow-Up Live Transfers Compensation Competitive hourly pay and/or performance-based incentives. Additional bonuses are available for consistently booking qualified appointments that result in completed consultations and issued policies. What Success Looks Like The ideal candidate consistently: Books qualified appointments each week Maintains a high contact rate Produces quality conversations—not just volume Builds trust with prospects Works independently while communicating with the team Has a long-term mindset and wants to grow with our company How to Apply Please include the following in your application: Your experience in the life insurance or financial services industry. The products you've sold or scheduled appointments for (IULs, Annuities, Whole Life, Retirement Planning, etc.). The CRM and dialer systems you've used. Your average number of appointments booked per week. A short voice recording introducing yourself and explaining why you're a great fit. Your availability and time zone.