Life Insurance Sales Assistant — Appointment Setter

Visa Hunt; Philippines; On-site; PHP 432,000 - 691,000; Full time

Benefits offered by this job

Flexible hours

Mentorship from senior leaders

Premium AI tools access

Performance-based incentives

Job summary

Meydenbauer Partners in the Philippines seeks a Sales Production Assistant to support a U.S.-based life insurance client. The role emphasizes a strong phone presence, disciplined follow-through, and outbound calling experience to qualify prospects and set appointments for licensed producers.

You will work warm inbound leads, manage CRM data, and meet KPIs for leads, appointments, and policies closed, with a 40-hour workweek, flexible hours, and access to premium AI tools and mentorship from

Qualifications

• Minimum 1 year of outbound calling or SDR experience.
• Clear, professional spoken English for U.S. prospects.
• Experience with U.S.-based clients is preferred.
• Strong discipline following scripts and processes.
• CRM proficiency with listed tools.

Responsibilities

• Contact prospects via phone, email, and messaging; qualify needs.
• Book, schedule, and confirm appointments for licensed producers.
• Maintain CRM hygiene with notes, dispositions, and next steps.
• Track KPIs like qualified leads, appointments, and closures.

Skills

Phone presence

Discipline

Persistence

Follow-up

Communication

Tools

HubSpot

GoHighLevel

Zoho

Job description

Meydenbauer Partners in the Philippines seeks a Sales Production Assistant to support a U.S.-based life insurance client. The role emphasizes a strong phone presence, disciplined follow-through, and outbound calling experience to qualify prospects and set appointments for licensed producers.

You will work warm inbound leads, manage CRM data, and meet KPIs for leads, appointments, and policies closed, with a 40-hour workweek, flexible hours, and access to premium AI tools and mentorship from