We are seeking a proactive and results-driven Appointment Setter to join our team. This role involves reaching out to potential clients to discuss various group benefits options, including Traditional Insured Plans, ASO, and Fully Pooled Plans. The Appointment Setter will be responsible for scheduling meetings between prospects and our sales representatives, ensuring a seamless introduction to our suite of services.

Job Responsibilities:

• Initiate contact with potential clients through outbound calls, emails, and social media outreach.
• Introduce prospects to the company’s group benefits offerings, including Traditional Insured Plans, ASO, and Fully Pooled Plans.
• Qualify leads and schedule appointments between prospects and the sales team.
• Follow up on leads from marketing campaigns, events, and referrals.
• Maintain accurate records of interactions in CRM systems.
• Collaborate with the sales team to ensure a smooth handoff and engagement with prospects.

Must-Have Requirements:

• Must have a freelance experience for at least a year
• Proven experience in appointment setting, telemarketing, or a related customer service role.
• Familiarity with group insurance plans such as Traditional Insured Plans, ASO, and Fully Pooled Plans is a plus.
• Strong communication and interpersonal skills.
• Ability to manage multiple calls and emails simultaneously and maintain a high level of professionalism.
• Self-motivated and goal-oriented with the ability to work independently.
• Experience using CRM tools to track and manage leads is preferred.
• Excellent time management and organizational skills.

What we Offer:

• Opportunities for growth and advancement
• Competitive compensation package, including Philcare HMO

Work Hours:

• Full-time, Pacific Standard Time business hours, Remote

How to apply:

• Fill out the form using this link: ****
• Jobcode: AS-K-Oct162024

• Educational Qualifications: Minimum high school diploma or equivalent; further education preferred.
• Experience Level: 1 to 3 years of experience in retail or sales environment.
• Skills and Competencies: Excellent communication, customer service, and sales skills; proficiency in Microsoft Office, with background in selling Insurance
• Responsibilities and Duties: Assist customers, manage inventory, and process transactions.
• Working Conditions: may require weekend and evening shifts.
• Qualities and Traits: Positive attitude, team player, adaptable, and detail-oriented.