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Appointment Setter for a Coaching and Financial Education Company in the US (Home Based Part Time)

icon briefcase Job Type : Part-Time
icon remote-alt Remote / Work from Home

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Job Description - Appointment Setter for a Coaching and Financial Education Company in the US (Home Based Part Time)




• Outbound calling and follow\-up with warm and inbound leads







• Appointment setting for licensed insurance agents







• CRM updates and basic client note documentation







• Text and email follow\-up with prospects as needed




"}},{"fieldLabel":"Must Haves","uitype":110,"value":"• Minimum 2 years of experience as an appointment setter

• Strong phone presence and communication skills

• Comfortable working with CRMs and basic tech systems

• Reliable, organized, and self\-directed"},{"fieldLabel":"Nice to Haves","uitype":110,"value":"• Insurance background preferred (life insurance or annuities is a plus)

• Prior experience setting for financial or insurance professionals

• Familiarity with Omni or similar CRM systems"},{"fieldLabel":"Home Office Requirements","uitype":110,"value":"Please only apply for this role if you have the following home office requirements:

· Perfectly working headset and webcam
· Stable internet connection of at least 25 Mbps ~ 50 Mbps
· Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later
· Quiet room with no distractions or background noises
· A backup plan if the power goes out or if your internet connection becomes unstable during your shift

Only applicants meeting the strict criteria above will be contacted."},{"fieldLabel":"Connect With Us","uitype":110,"value":"https://virtualcoworker.com.ph
https://virtualcoworker.com/our\-culture
https://www.facebook.com/virtualcoworker
https://www.linkedin.com/company/virtual\-coworker"}],"isMobile":false,"iframe":"true","jobType":"Part time","applyName":"Apply Now!","zsoid":"8208015","FontFamily":"Arial, Helvetica, sans\-serif","jobOtherDetails":[{"fieldLabel":"Job Category","uitype":2,"value":"Sales/Lead Generation"},{"fieldLabel":"Work Schedule","uitype":1,"value":"Monday to Friday, between 9:00 am \- 5:00 pm Central Standard Time"},{"fieldLabel":"Hours Per Day","uitype":2,"value":"Part Time – 4 hours per day"},{"fieldLabel":"Industry","uitype":2,"value":"Technology"},{"fieldLabel":"Work Location","uitype":1,"value":"Home Based \- Philippines"},{"fieldLabel":"City","uitype":1,"value":"Mesa"},{"fieldLabel":"State/Province","uitype":1,"value":"Arizona"},{"fieldLabel":"Zip/Postal Code","uitype":1,"value":"85209"}],"headerName":"Appointment Setter for a Coaching and Financial Education Company in the US (Home Based Part Time)","widgetId":"147741000000390320","isJobBoard":"false","userId":"147741000000027001","attachArr":[],"customTemplate":"3","isCandidateLoginEnabled":true,"jobId":"147741000071773394","FontSize":"12","location":"Mesa","embedsource":"CareerSite","logoId":"idwop0ece2fcac21a443ba16938fb832bdc3b"}
Original job Appointment Setter for a Coaching and Financial Education Company in the US (Home Based Part Time) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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