Life Insurance Appointment Setter
Upwork

Remoto
•22 hours ago
•No application
About
📞 Appointment Setter / Dialer for Aged Life Insurance Leads (FEX, Veterans, Trucker Leads) Ongoing work • Hourly + bonuses • Contract-to-hire Hi! I run a life insurance agency and I’m looking for a reliable dialer/appointment setter to call aged life insurance leads only — Aged Final Expense (FEX), Aged Veteran Leads, and Aged Trucker Leads. Your job is simple: follow the script, confirm basic details, check if they currently have coverage, and book appointments on my calendar. 📝 Your responsibilities Call only aged life insurance leads (no cold calling) Follow my script to: Confirm interest Verify date of birth Verify beneficiary Ask whether they currently have any coverage or not Book an appointment directly on my calendar Handle light objections Keep notes in my CRM Send a simple end-of-day report (calls, contacts, appointments) ⭐ What counts as a Qualified Appointment A lead is “qualified” when ALL of these are completed: DOB is verified Beneficiary is verified Appointment time is confirmed Lead understands they are meeting with a licensed life insurance agent You have asked and recorded whether they currently have coverage or not Lead acknowledges the appointment is to review or secure life insurance options You will receive bonuses per qualified appointment and for issued policies. 💼 Skills required Clear English and confident speaking Experience with outbound calling or appointment setting Comfort calling U.S. leads Ability to follow scripts precisely Reliable internet + quiet workspace Strong communication and consistency ⏱ Work style Script, CRM, and training provided We communicate via Upwork + WhatsApp Brief daily reporting Looking for someone consistent, coachable, and reliable 🎯 Job details Hourly Rate: Up to $8/hr Bonuses: Per qualified appointment Per issued policy Lead Types: Aged FEX, Aged Veterans, Aged Truckers Hours: Flexible (U.S. afternoons/evenings preferred) Duration: 1–3 months to start Contract-to-Hire: Yes, depending on performance 📌 To apply, please answer: Do you have experience calling U.S. aged leads? Can you follow scripts exactly and keep calls short and simple? Please attach a short voice recording introducing yourself. What country are you located in? When can you start?
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