Cold Caller & Appointment Setter (Job ID: SCODJ1)

Inside Out; A distancia; MXN 200,000 - 400,000; A tiempo parcial

Descripción de la vacante

A lead generation company is looking for a part-time Cold Caller & Appointment Setter in Mexico City. This role involves outbound calls to insurance agents using a prescribed script, aimed at booking appointments. The ideal candidate should have strong B2B calling experience, excellent English skills, and the ability to handle objections effectively. Flexible working hours are offered, along with commissions on top of the base salary. Join a growing team and help build an essential business function.

Formación

• Proven experience in B2B cold calling or appointment setting.
• Strong spoken English with a confident phone presence.
• Ability to handle objections and maintain persistence.

Responsabilidades

• Make outbound calls to licensed insurance agents.
• Adapt script naturally in conversation.
• Log call outcomes and provide daily reporting.

Conocimientos

B2B cold calling experience

Strong spoken English

Handling objections

Professional communication

Self-motivated

Attention to detail

Herramientas

VOIP systems

CRM familiarity

Descripción del empleo

Job Title

Cold Caller & Appointment Setter

Job ID

SCODJ1

Industry

Lead Generation / Insurance and Financial Services

Location

LATAM / South Africa (Great English)

Job Status

Part Time 20 hours

Work Schedule

9am - 1pm CST (Flexible)

Salary

$6 - $8 + commissions

Target Start Date

ASAP

Role Overview

About the Client:

The client operates in the insurance space as a business to business intermediary between insurance carriers and independent writing agents. The focus of the business is relationship driven distribution, where insurance agents place their business through the client once trust and credibility are established. The company is in a growth phase and is looking to build its outbound sales and appointment setting function from the ground up.

About the Role:

We are hiring a part time Appointment Setter focused on outbound calling to insurance agents in a B2B environment. You will call from pre scrubbed lists, start the conversation using a clear script, and book a qualified appointment for Scott when there is interest. Once the appointment is set and the handoff is completed, you do not need to manage long term follow up with that same contact.

This is a role for someone confident on the phone who can handle objections, stay consistent, and communicate proactively with daily reporting. The ideal candidate is also open to learning and growing into additional responsibilities over time as the company scales.

Key Responsibilities

• Make outbound calls to targeted lists of licensed insurance agents based on provided criteria.
• Follow a script and adapt naturally in conversation without sounding robotic.
• Build quick rapport and confidently handle common objections and rejections.
• Qualify basic interest and confirm fit before booking time on the leadership calendar.
• Accurately log outcomes and notes for each call in a simple tracking system, spreadsheet, or CRM.
• Share daily and weekly reporting with clear numbers and insights.
• Provide feedback on what is working and suggest improvements to scripts and talk tracks.
• Maintain professional representation of the brand on every call.

Success Metrics and KPIs

• Calls placed per day and per week.
• Connect rate and meaningful conversations.
• Qualified appointments booked per week.
• Show rate of booked appointments.
• Quality of notes and data accuracy.
• Consistency and reliability across weeks.

Tools and Systems

• Power dialer and VOIP system (e.g., RingCentral).
• Tracking in a spreadsheet or a dedicated lightweight CRM.
• Calendar scheduling link for booking appointments.
• Optional CRM automations (future phase).

Qualifications & Skills

• Proven B2B cold calling or appointment setting experience, ideally with US-based prospects.
• Strong spoken English with a clear, confident phone presence.
• Comfortable handling objections, rejection, and high-volume dialing.
• Professional communication, reliable follow-through, and strong attention to detail.
• Self-motivated and proactive, able to work without constant hand-holding.
• Stable internet, backup plan for connectivity, and a professional calling setup.

Preferred Qualifications

• Experience calling insurance agents, financial services, or other professional B2B segments.
• Familiarity with CRMs, call logging, and basic reporting.
• Comfort using simple AI tools to refine scripts, improve messaging, and summarize daily outcomes.