Telemarketer- Appointment Setting

The Juris Agency; 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

Job Description

About Us:

Steele Insurance Agency provides personal and commercial insurance solutions tailored to each client’s unique needs. We believe good insurance work is built on clear communication, follow-through, and long-term relationships — not pressure or shortcuts.

We’re growing, and we’re looking for someone who wants to start in a role that builds real, transferable skills while contributing meaningfully to the agency’s success.

Position Overview:

This role is an entry point into professional insurance sales and client development.

As an Appointment Setter, you’ll focus on outbound calling using leads provided by the agency. Your goal is not to “hard sell,” but to introduce our agency professionally, ask the right questions, and set quality appointments for licensed agents.

For the right person, this role can become the foundation for broader responsibility within the agency.

What We Offer:

• Hourly pay with performance-based bonuses
• Supportive team environment with ongoing training
• Flexible scheduling (if applicable)
• Opportunity for growth within the agency, including licensing support for the right candidate

Benefits

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

Responsibilities

Key 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

You’ll be supported with training, scripting guidance, and clear expectations — while developing confidence and consistency through real experience.

People who succeed in this role often develop:

• Strong professional communication skills
• Confidence handling rejection and objections
• Discipline and follow-through
• An understanding of how business is developed and relationships are built
• A working foundation in insurance and client service

Team members who demonstrate reliability, professionalism, and strong communication are often supported in expanding their role, including sales opportunities and licensing assistance.

Requirements

Qualifications:

• Want to build skills, not just clock hours
• Are comfortable speaking with new people
• Can stay professional and positive through rejection
• Show up on time and follow through on commitments
• Take pride in representing a reputable organization

Prior telemarketing, call center, or customer service experience is helpful, but not required. We value attitude, consistency, and effort.

Our Hiring Process

Qualified candidates may be asked to complete a brief personality assessment as part of our process. This helps us better understand communication styles and work preferences so we can focus interviews on fit and growth.