Appointment Scheduling

Amerilife Group, LLC; North Manor (PA); On-site; USD 18,000 - 25,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking an Appointment Setter to support agents and GM by making first contact with prospective clients, scheduling meetings, and handling inbound calls in a call center environment. The role is hourly, non-exempt, with emphasis on consistent outbound outreach.

You will contribute to lead generation, data entry, and coordination between clients and agents, while upholding professional communication and accuracy.

Qualifications

• Excellent communication and interpersonal skills since they are working mainly over the phone as the first contact of clients.
• Attention to details, document and provide all information required of the General Manager.
• Able to pass essential background check requirements.

Responsibilities

• Incoming Calls - taking calls from prospective clients or customers and setting appointments for agents.
• Outgoing Calls - making calls by way of provided lists to prospective clients.
• Data Entry - coding or entering data as appointments are made throughout the day.
• Set up a meeting or call between the potential customer and company agents.

Skills

Communication

Interpersonal skills

Attention to detail

Education

High school diploma or equivalent

Job description

Our Company Explore how you can contribute at AmeriLife. For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

Appointment setters perform the primary role in creating leads for Agents and General Managers. They are constantly engaged to support the sales function of the Company (Corp) making first contact with prospective customers or clients. Part of the job is to also function as telemarketers by scheduling and closing the appointment day and time over the phone. Appointments setters work in call center environments, on an hourly basis, in a non-exempt status.

Job Description

Duties/Responsibilities [The following reflects duties for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time for business reasons.]

• Incoming Calls - this includes taking incoming calls from prospective clients or customers and setting appointments for agents to meet with each individual/couple.
• Outgoing Calls - making outgoing calls by way of provided lists (people who express interest through websites, email, direct mail coupons or other approved marketing programs).
• Data Entry - Coding or entering data as appointments are made throughout the day.
• All appointment setters' main duty is to call a predetermined number of prospective clients and introduce them to products or services being offered by the company.
• Their main objective is to set up a meeting or call between the potential customer and company agents.

Qualifications

• High school diploma or equivalent
• Able to pass essential background check requirements
• Knowledge, Skills, and Abilities Possess excellent communication and interpersonal skills since they are working mainly over the phone as the first contact of clients. It is very important that Appointment setters portray a pleasant, professional and ethical image of the Company.
• Attention to details, document and provide all information required of the General Manager.

What AmeriLife Offers

• A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [e-mail].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.

About Us

Since 1971, AmeriLife has served the needs of its clients. Today, we are a national leader in the development, marketing and distribution of annuity, life and health insurance solutions, with more than 1,000 associates across the country. AmeriLife partners with leading carriers to support consumers' financial-wellness goals.

Our Mission

AmeriLife offers insurance and retirement solutions to provide peace of mind and help people live longer, healthier lives.

Our Values

• Honesty - We deal truthfully with all of our clients
• Integrity - We always do what is right for our clients
• Accountability - We put our clients' needs first by taking take ownership of our actions
• Excellence - We do more than our jobs by going the extra mile for our clients
• Courage - We stand up for what is right