Part-Time IUL/Annuity Appointment Setter

About the Role The Essentials Agency is hiring a part-time appointment setter to help grow our indexed universal life (IUL) and annuity practice. In this role, you'll spend most of your time booking qualified appointments for the agency owner — and once you're comfortable with our products and carriers, you'll have the opportunity to sell simpler cases yourself and earn commission on them. This is a great fit for someone who's comfortable on the phone, coachable, and interested in building real sales experience in indexed life insurance and annuities — whether as a stepping stone toward a full licensing and production career, or as a flexible part-time role. What You'll Do • Call and qualify prospects, booking 8 appointments per week for the agency owner • Learn our IUL and annuity products well enough to sell simpler cases yourself once you're comfortable, with a goal of 2 sales per week • Use only our approved carrier network — never quote or sell outside of it • Track your own weekly numbers (calls, appointments booked, sales closed) and join a short weekly check-in • Escalate any case you're not fully comfortable with, or that falls outside your product knowledge, straight to the agency owner What We're Looking For • Comfortable making outbound calls and handling basic objections • Organized, coachable, and reliable with a 10-hour/week schedule • Willing to obtain (or already holds) a resident state life insurance license (with annuity/product certifications as required by carrier) — required before selling any policy • Interested in growing into more independent selling responsibility over time How to Apply Send a short note about your phone/sales experience and your availability to Kisa Walker, Owner.