Appointment Setter – Life Insurance & IUL Sales

Remote from: 🌐 Anywhere
Annual salary: Undisclosed
Salary information is not provided for this position. Check our Salary Directory to estimate the average compensation for similar roles.
Department: Sales
Employment type: Full Time,
Job posted: 21 Jun 2025
Apply before: 21 Jul 2025
Experience level: Midweight
Views / Applies: 12345 / 123

About company

About BruntWork

BruntWork connects businesses with talented remote workers from the Philippines.

Human Resources
2021

Actively Hiring

This is a remote position.

Schedule:

(40 hours/week)
10:00 AM – 7:00 PM EST Monday-Friday with an hour lunch breah 2:00 PM – 3:00 PM EST
Flexible hours based on optimal calling times for the target market
Client Timezone: Eastern Standard Time (Georgia)

Client Overview

Join a dynamic and rapidly expanding life insurance practice that is transforming the way families build and protect their financial future. This innovative company specializes in both traditional life insurance and modern Indexed Universal Life (IUL) products—empowering clients to grow tax-free retirement income while safeguarding their families. The business leverages cutting-edge digital strategies including targeted social media campaigns and aged lead databases to generate warm, qualified leads. You’ll be supporting a forward-thinking entrepreneur building a world-class team focused on meaningful impact and strong results.

Job Description

This is an exciting opportunity to become a vital connector between interested leads and powerful financial solutions. As an Appointment Setter, you’ll engage with warm leads generated via Facebook ads and curated aged lead lists. Your role is to pre-qualify prospects and schedule high-quality appointments that lead to real financial outcomes. In addition to calls, you’ll leverage email marketing to follow up with leads and re-engage missed contacts. You’ll also contribute to developing call scripts to improve results and maintain consistent messaging across outreach.

Responsibilities

Make outbound calls to warm leads from Facebook ad campaigns and aged lead lists using the WAVV power dialer via GoHighLevel CRM
Engage prospects in meaningful, consultative conversations to assess interest in life insurance and IUL products
Pre-qualify leads by evaluating financial position and basic health to determine product suitability
Confirm all appointments in advance to ensure attendance and optimize conversion
Draft and improve appointment-setting scripts in collaboration with the sales team
Send personalized email marketing follow-ups to leads who are unresponsive via phone
Tailor communication strategies depending on lead source (e.g., aged leads vs. fresh Facebook leads)
Record all interactions and outcomes in GoHighLevel CRM
Work closely with the sales team to optimize qualification criteria and improve performance
Hit daily and weekly KPIs for call volume and qualified appointments

Requirements

Minimum 1–2 years of proven experience setting life insurance and IUL appointments
Hands-on experience using GoHighLevel CRM and WAVV power dialer
Experience using multi-line dialers to maximize efficiency
Excellent spoken and written English communication skills
Strong consultative and persuasive communication abilities
Demonstrated success making 100–150+ calls/day while maintaining high quality
Familiarity with diverse lead sources (aged data, Facebook ad leads, etc.)
Strong pre-qualification and needs-assessment skill
Experience in creating or refining appointment-setting scripts
Self-starter who can work independently but is also a team player
Results-driven mindset with a focus on quality and consistency
Proficiency in basic email marketing for lead follow-ups and drip campaigns