Appointment Setter
About The Position
Integrity Insurance and Financial Services is seeking a personable, motivated, and organized Inside Sales / Appointment Setter to join our growing Medicare insurance team. This is an excellent opportunity for someone who enjoys phone-based customer service, relationship-building, and helping people take the next step with confidence. The right candidate will play an important role in connecting prospective clients with licensed insurance professionals who can guide them through their Medicare insurance options. This is an appointment-setting and inside sales support role. Unless properly licensed, this position does not provide Medicare plan advice, make coverage recommendations, or discuss specific plan benefits. The primary focus is qualifying prospects, scheduling appointments, confirming meetings, and supporting licensed insurance agents.
Requirements
- Prior experience in inside sales, appointment setting, customer service, call center work, or phone-based outreach preferred
- Strong communication and listening skills
- Comfortable making outbound calls and following up consistently
- Ability to build rapport quickly and professionally
- Organized and detail-oriented
- Comfortable using scripts, CRM systems, and basic computer tools
- Positive attitude and strong work ethic
- Ability to handle objections with professionalism and patience
Nice To Haves
- Experience in insurance, Medicare, healthcare, or financial services is a plus, but not required
Responsibilities
- Contact prospective clients by phone to introduce Integrity Insurance and Financial Services
- Follow up with warm leads and existing inquiries
- Qualify prospects and determine interest in speaking with a licensed insurance agent
- Schedule appointments for licensed Medicare insurance professionals
- Confirm appointment details and help reduce no-shows
- Maintain accurate notes and activity records in the company CRM
- Follow scripts and compliance guidelines
- Provide a professional, friendly, and trustworthy first impression of Integrity Insurance
- Support licensed agents by helping keep their calendars full and organized
Benefits
- Health benefits
- Employer-matching 401(k)
- Training and professional development
- Career growth opportunities within a growing agency
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
