OUTBOUND APPOINTMENT SETTER / LIVE TRANSFER SPECIALIST

The Juris Agency; Wylie (TX); On-site; USD 2,066,000 - 3,031,000; Full time

Benefits offered by this job

Paid Time Off

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Paid Holidays

Sales Training

Monthly Contests

Job summary

The Kincanon Agency in Wylie, TX is seeking an energetic Outbound Appointment Setter / Live Transfer Specialist to join our in-office team. You will handle high-volume outbound calls, start conversations, and create qualified live transfers to our licensed insurance sales team.

No insurance experience is required; we provide training and a clear path for growth toward a Licensed Insurance Producer role with The Kincanon Agency.

Qualifications

• No insurance experience required; training provided.
• Strong verbal communication and high-volume dialing capability.
• Full-time, in-office position in Wylie, TX.

Responsibilities

• Make 300–400 outbound calls per day using agency-provided leads.
• Engage prospects with professional conversations and build rapport.
• Identify prospects for reviewing insurance options and transfers to licensed producers.
• Generate a target of 15 qualified live transfers per day.
• Document activity and results in the CRM.

Skills

Outbound calling

Phone skills

Coachable

Goal oriented

CRM experience

Tools

CRM software

Dialer system

Job description

Job Description

The Kincanon Agency is growing, and we're looking for a driven, energetic Outbound Appointment Setter / Live Transfer Specialist to join our team in Wylie, TX.

This is a full-time, in-office, high-volume outbound calling position. Your primary responsibility is simple: connect with agency-provided leads, start conversations, identify interest, and create qualified live transfers to our licensed insurance sales team.

What You'll Do

• Make approximately 300–400 outbound calls per day using our dialing technology
• Start conversations and quickly build rapport with prospects
• Identify prospects interested in reviewing their insurance options
• Create a target of 15 qualified live transfers per day
• Follow proven scripts and prospecting processes while still sounding natural
• Accurately document activity and results in our CRM
• Participate in ongoing training, coaching, and role-play
• Maintain a positive, professional attitude in a fast-paced, goal-driven environment

What We're Looking For

No insurance experience or license is required. We can teach insurance—we're looking for someone with the right attitude and work ethic.

Our Ideal Candidate Is

• Confident and comfortable on the phone
• Energetic and able to talk to people all day
• Resilient and able to handle rejection without losing momentum
• Competitive and motivated by measurable goals
• Coachable and willing to follow a proven process
• Dependable, disciplined, and consistent
• Comfortable having daily activity and performance measured
• Self-motivated and able to make the next call without being reminded

Compensation & Growth

This position offers hourly pay plus performance bonuses for qualified live transfers.

This is an entry-level position with real opportunity for advancement. High performers who demonstrate consistency, coachability, and strong sales potential may have the opportunity to obtain their insurance license and advance into a Licensed Insurance Producer position with The Kincanon Agency.

At The Kincanon Agency, we believe in Grit, Integrity, Wisdom, Discipline, Results, Gratitude, and getting 1% better every day.

If you're looking for a position where you can develop valuable sales skills, be rewarded for performance, and potentially build a career in insurance, we want to hear from you.

No insurance experience required. We can teach the business. You bring the drive.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Paid Holidays
• Sales Training
• Monthly Contests

Responsibilities

• Make approximately 300–400 outbound calls per day using agency-provided leads and dialing technology
• Engage prospects in professional, natural conversations and quickly build rapport
• Identify prospects interested in receiving or reviewing an insurance quote
• Generate a target of 15 qualified live transfers per day to licensed sales producers
• Follow agency scripts, call flows, and prospecting processes
• Ask appropriate qualifying questions before transferring prospects
• Maintain accurate notes and update lead activity in the agency CRM
• Consistently work assigned leads and follow established contact strategies
• Meet daily and weekly activity, conversation, and live-transfer goals
• Participate in sales training, coaching, and role-play to continuously improve phone skills
• Maintain a positive, professional, and high-energy approach throughout the workday
• Take ownership of individual performance and actively work to improve results
• Work collaboratively with the sales team to create a smooth handoff from prospect to licensed producer
• Remain focused on outbound prospecting and opportunity generation throughout the day

Requirements

• No insurance experience or insurance license required
• Strong verbal communication and phone skills
• Comfortable making a high volume of outbound calls throughout the workday
• Confident speaking with new people and starting conversations
• Ability to handle rejection and quickly move on to the next opportunity
• Positive, professional, and solution-focused attitude
• Competitive, goal-oriented, and motivated by performance
• Coachable and willing to learn, role-play, and apply feedback
• Dependable with strong attendance and punctuality
• Self-motivated with the ability to stay focused in a fast-paced environment
• Comfortable working with clearly defined activity and performance expectations
• Basic computer skills and ability to learn CRM and dialing technology
• Strong attention to detail when documenting lead activity
• Ability to work full-time, in-office at our Wylie, TX location
• Previous telemarketing, call center, appointment-setting, customer service, or sales experience is a plus, but not required