Appointment Setter Agent - Virtual

spadepartners; United States; Remote; USD 30,000 - 48,000; Full time

Benefits offered by this job

100% remote work

Weekly compensation

Bonuses

Flexible scheduling

Ongoing coaching

Career growth

Collaborative team environment

Leadership development

Advancement opportunities

Job summary

spadepartners is seeking motivated individuals for a fully remote role that emphasizes information sharing, enrollment support, and helping families understand benefit options. You’ll connect with members, schedule virtual appointments, review programs, complete applications, and maintain organized client records, with ongoing coaching and mentorship.

The team offers weekly compensation, bonuses tied to performance, flexible scheduling, and long-term career growth within a collaborative

Qualifications

• Strong verbal and written communication skills.
• Professional and approachable interpersonal skills.
• Good organization and time-management abilities.
• Basic computer and technology proficiency.
• Ability to work independently and manage responsibilities.
• Consistent follow-through and a strong work ethic.
• Willingness to learn and respond positively to coaching.
• Goal-oriented mindset and interest in professional growth.
• Ability to meet applicable background requirements.

Responsibilities

• Help members navigate the benefit process from appointment through enrollment and follow-up.
• Connect with members who have requested benefit information.
• Schedule and conduct virtual appointments.
• Learn about each member’s needs and priorities.
• Review and explain available benefit programs.
• Answer questions and provide clear, accurate information.
• Assist members with selecting appropriate options.
• Complete applications and required documentation.
• Maintain organized client records.
• Follow up with members when additional assistance is needed.

Skills

Strong verbal and written comms

Organizational skills

Time management

Basic computer proficiency

Independence

Follow-through

Willingness to learn

Goal-oriented

Job description

A Career Built Around People and Growth

We’re looking for motivated individuals who want more than a traditional position. This opportunity combines remote flexibility, professional development, and the ability to build a long-term career while working directly with individuals and families.

Our team supports members of labor unions and associations across North America who are looking for information about supplemental benefit programs. Because members have already expressed interest, your conversations are focused on providing information, answering questions, and helping families understand their available options — not cold calling or door-to-door prospecting.

What You’ll Be Doing

Your primary responsibility will be helping members navigate the benefit process from their initial appointment through enrollment and follow-up.

• Connect with members who have requested benefit information
• Schedule and conduct virtual appointments
• Learn about each member’s needs and priorities
• Review and explain available benefit programs
• Answer questions and provide clear, accurate information
• Assist members with selecting appropriate options
• Complete applications and required documentation
• Maintain organized client records
• Follow up with members when additional assistance is needed

What We Value

Previous industry experience isn’t necessary. We’re more interested in finding individuals who are dependable, willing to learn, and comfortable working with people.

Successful candidates typically demonstrate:

• Strong verbal and written communication skills
• Professional and approachable interpersonal skills
• Good organization and time-management abilities
• Basic computer and technology proficiency
• Ability to work independently and manage responsibilities
• Consistent follow-through and a strong work ethic
• Willingness to learn and respond positively to coaching
• Goal-oriented mindset and interest in professional growth
• Ability to meet applicable background requirements

What You’ll Receive

We provide the training and ongoing support needed to learn the position and continue developing your skills.

• 100% remote work environment
• Comprehensive training with no previous experience required
• Weekly compensation
• Performance-based bonuses and earning opportunities
• Flexible scheduling
• Ongoing coaching and mentorship
• Collaborative team environment
• Professional and leadership development
• Performance-based advancement opportunities
• Long-term career growth potential