Spanish Appointment Setter (Life Insurance)

BruntWork

1d•Remote

About The Position

The client is seeking an Appointment Setter with insurance-industry experience to serve as an initial point of contact for people interested in life insurance, retirement planning, or financial protection services. The role involves engaging warm leads, explaining the value of scheduling a consultation, handling objections professionally, and booking confirmed appointments in advisors’ calendars. The appointment setter follows provided scripts while adapting to each conversation so prospects feel heard and understand the next steps. This is a part-time, remote independent-contractor role scheduled Monday through Friday from 4:00 PM to 8:00 PM EST, for 20 work hours per week. The hourly pay rate is established based on performance in the application process. Applicants must submit an English-language CV and complete application assessment questions, a technical check, and a voice recording.

Requirements

Previous experience in cold calling or appointment setting.
Experience in the life insurance or financial services industry.
Excellent English communication skills, with clear and confident speaking ability.
Comfort following scripts while holding natural conversations.
Ability to handle objections and think on your feet during calls.
Familiarity with CRM systems for logging calls and tracking activity.
Reliable internet connection and a quiet workspace for calls.

Nice To Haves

Experience with annuities, retirement planning, or disability insurance products.
Bilingual fluency in Spanish and English.
Previous experience working with financial advisors or insurance agents.

Responsibilities

Conduct outbound calls to warm leads interested in life insurance, retirement planning, annuities, or disability insurance.
Follow provided scripts while adapting to individual prospects’ needs and questions.
Handle common objections using prepared responses and book qualified appointments.
Schedule meetings directly into the team’s calendar system.
Log call activity and outcomes in the company CRM.
Ask discovery questions to understand prospects’ concerns about retirement savings, life insurance coverage, or disability protection.
Maintain a professional and confident tone that reflects the company’s brand.
Meet weekly appointment-setting targets defined by leadership.