Remote Insurance Appointment Setter

Qureos Inc; Ohio; Remote; USD 30,000 - 62,000; Full time

Job summary

Carlos Inc is seeking an Appointment Setter for our remote sales team in the United States. The role focuses on outbound calls to generate qualified appointments for insurance consultations and to build a reliable lead database.

You will collaborate with the sales team, use a CRM, and maintain accurate call records. Strong communication, organization, and independence in a remote setting are essential to meet monthly targets.

Qualifications

• Proven experience in a similar role or in a sales environment is preferred.
• Excellent verbal communication skills with a professional demeanor.
• Strong organizational skills and attention to detail.
• Ability to work independently in a remote setting.
• Familiarity with CRM software and Microsoft Office Suite is a plus.

Responsibilities

• Conduct outbound calls to potential clients to set appointments for insurance consultations.
• Develop and maintain a database of leads and track communication history.
• Collaborate with the sales team to understand service offerings and effectively communicate them to prospects.
• Use persuasive communication skills to engage prospects and articulate the benefits of our insurance program.
• Follow up with leads to ensure they are well-informed and ready for scheduled appointments.
• Maintain accurate records of calls and appointments in our CRM system.
• Meet or exceed monthly appointment-setting targets as outlined by management.

Skills

Sales experience

Verbal communication

Organizational skills

Remote work

CRM familiarity

Tools

CRM software

MS Office

Job description

Carlos Inc is seeking an Appointment Setter for our remote sales team in the United States. The role focuses on outbound calls to generate qualified appointments for insurance consultations and to build a reliable lead database.

You will collaborate with the sales team, use a CRM, and maintain accurate call records. Strong communication, organization, and independence in a remote setting are essential to meet monthly targets.