Appointment Setter Agent - Virtual

Spade Recruiting•Louisville, KY

5d•Remote

About The Position

We’re looking for motivated individuals who want more than a traditional position. This opportunity combines remote flexibility, professional development, and the ability to build a long-term career while working directly with individuals and families. Our team supports members of labor unions and associations across North America who are looking for information about supplemental benefit programs. Because members have already expressed interest, your conversations are focused on providing information, answering questions, and helping families understand their available options — not cold calling or door-to-door prospecting.

Requirements

Dependable
Willing to learn
Comfortable working with people
Strong verbal and written communication skills
Professional and approachable interpersonal skills
Good organization and time-management abilities
Basic computer and technology proficiency
Ability to work independently and manage responsibilities
Consistent follow-through and a strong work ethic
Willingness to learn and respond positively to coaching
Goal-oriented mindset and interest in professional growth
Ability to meet applicable background requirements

Nice To Haves

Previous industry experience isn’t necessary.

Responsibilities

Helping members navigate the benefit process from their initial appointment through enrollment and follow-up.
Connect with members who have requested benefit information
Schedule and conduct virtual appointments
Learn about each member’s needs and priorities
Review and explain available benefit programs
Answer questions and provide clear, accurate information
Assist members with selecting appropriate options
Complete applications and required documentation
Maintain organized client records
Follow up with members when additional assistance is needed