Remote Insurance Appointment Specialist

Carlosinc; Ohio; Remote; USD 30,000 - 62,000; Full time

Job summary

Carlos Inc is hiring an Appointment Setter to join its remote sales team. In this full-time role, you will conduct outbound calls to schedule insurance consultations with prospective clients in the United States.

You will manage a leads database, track interactions in the CRM, and collaborate with the sales team to explain our insurance offerings. The position emphasizes clear communication and the ability to work independently from home.

Qualifications

• Previous sales or appointment-setting experience.
• Excellent verbal communication with a professional demeanor.
• Self-motivated and able to work remotely.

Responsibilities

• Make outbound calls to set appointments for insurance consultations.
• Build and maintain a leads database and track communication history.
• Collaborate with sales to explain services to prospects.
• Use persuasive communication to articulate insurance benefits.
• Follow up with leads to confirm readiness for appointments.
• Keep CRM records up to date.
• Meet monthly appointment targets as set by management.

Skills

Verbal communication

CRM software

Microsoft Office

Independent worker

Tools

CRM software

Microsoft Office

Job description

Carlos Inc is hiring an Appointment Setter to join its remote sales team. In this full-time role, you will conduct outbound calls to schedule insurance consultations with prospective clients in the United States.

You will manage a leads database, track interactions in the CRM, and collaborate with the sales team to explain our insurance offerings. The position emphasizes clear communication and the ability to work independently from home.