• Manage automated email sequences to generate interest and book appointments with prospects. • Conduct follow-up calls with prospects who respond to email outreach to schedule meetings. • Qualify and prioritize leads based on their needs and level of engagement. • Maintain strong productivity and achieve weekly booking targets. • Work closely with the Director of Operations to optimize workflows and improve performance.

• Call a provided list of licensed insurance agents using a provided script • Introduce our clients opportunity and set appointments for an in-depth meeting • Follow the script while sounding professional, clear, and conversational • Accurately document each call in our CRM (GHL GoHighLevel) • Communicate with our team about daily progress and results • Provide feedback on common objections or questions agents have, so we can improve the script and process

• Call provided client leads (not random cold calling) • Use a provided script to book appointments • Enter call notes and appointment details into our system/CRM • Coordinate with the team about appointments set and outcomes • Be consistent with attendance and daily performance

• Source and qualify leads based on clear selection criteria • Conduct cold outreach and follow-ups via LinkedIn and email • Schedule discovery calls and free audits for the sales team • Manage and update the sales funnel daily • Collaborate with leadership to refine scripts, messaging, and outreach strategy • Maintain accurate records and progress reports in CRM tools • Consistently meet and exceed daily and weekly performance targets