Insurance Appointment Setter — Growth & Training Path

Steele Farmers Insurance Agency, Inc; Fredericksburg (VA); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

PTO

Flexible Schedule

Hands-on Training

Career Growth Opportunities

Mon-Fri Schedule

Licensing support

Job summary

Steele Insurance Agency in Fredericksburg, VA is seeking an Appointment Setter. This entry-level role focuses on outbound calling using agency-provided leads to introduce the firm and qualify interest, aiming to schedule appointments for licensed agents.

You will receive training, scripting support, and opportunities for growth, including licensing assistance. The position offers hourly pay with performance bonuses and a stable team environment.

Qualifications

• This entry-level role focuses on professional communication and basic lead qualification.
• No heavy selling; the goal is to set quality appointments for licensed agents.
• Prior telemarketing or call center experience is helpful but not required.

Responsibilities

• Make outbound calls to prospective clients using agency-provided leads.
• Introduce Steele Insurance Agency clearly and professionally.
• Ask basic qualifying questions and identify interest.
• Schedule appointments or warm transfers for licensed sales agents.
• Follow up with prospects to maintain engagement.
• Accurately document calls and outcomes in our CRM.
• Work toward daily and weekly activity and quality goals.

Skills

Outbound calling

Qualifying questions

CRM data entry

Effective communication

Tools

CRM system

Job description

Steele Insurance Agency in Fredericksburg, VA is seeking an Appointment Setter. This entry-level role focuses on outbound calling using agency-provided leads to introduce the firm and qualify interest, aiming to schedule appointments for licensed agents.

You will receive training, scripting support, and opportunities for growth, including licensing assistance. The position offers hourly pay with performance bonuses and a stable team environment.