• Make outbound calls to provided lead lists using CallTools or similar VoIP system • Engage prospects in a clear, professional, and compliant manner • Screen prospects based on predefined qualification criteria • Introduce the brokerage services at a high level (no selling of policies) • Schedule appointments for licensed agents • Accurately log call outcomes, dispositions, and notes within the dialer or spreadsheet • Maintain confidentiality of all prospect information • Follow approved scripts, call flows, and SOPs • Participate in initial training and coaching provided during onboarding

• Book and confirm sales appointments with warm leads • Handle inbound inquiries and follow-up with prospects • Confirm scheduled calls and re-engage no-shows • Manage conversations and overcome objections to create urgency • Track and manage appointment details and no-shows

Role Description Our client is seeking a highly motivated and communication-focused Appointment Setter to support lead management, inbound lead response, and appointment scheduling efforts. This role is ideal for someone who thrives in a fast-paced environment, enjoys speaking with potential clients, and can confidently build rapport over the phone. - Respond to incoming leads through phone, email, text, and other communication channels. - Schedule appointments and maintain organized lead follow-up workflows. - Build rapport with leads and maintain professional communication. During slower periods, you will also support lead re-engagement campaigns, reconnecting with previous leads and helping move opportunities back into the pipeline. This role requires someone who is proactive, organized, and comfortable handling a high volume of conversations while maintaining a positive and professional attitude. The ideal candidate should have excellent English communication skills with a clear speaking voice and minimal accent, as this is a highly phone-focused position. Experience using CRM systems is highly beneficial, especially Go High Level (GHL), although training can be provided for the right candidate. Qualifications - Strong verbal and written English communication skills. - Clear speaking voice with a minimal accent preferred for phone-based communication. - Previous experience in appointment setting, lead generation, customer service, or sales support. - Comfortable handling a high volume of calls and lead interactions. - Strong interpersonal and relationship-building skills. - Ability to respond quickly and professionally to inquiries. - Organized and detail-oriented with strong follow-through. - Self-motivated and able to work independently in a remote environment. - Comfortable learning and adapting to new systems and workflows. Requirements - Must be proficient in speaking and writing English very clearly. - Must have relevant work experience. - Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding (mandatory). - Must be available for video meetings with your camera on (when needed). Benefits - Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. - Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. - Top 1% VA Performance Training: Access to proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. - Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. - Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. - Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. - Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

• Respond to incoming leads through phone, email, text, and other communication channels • Schedule appointments and maintain organized lead follow-up workflows • Build rapport with leads and maintain professional communication • Prioritize quick response times to maximize appointment conversion • Answer inquiries and provide accurate information to potential clients • Maintain timely and consistent communication with leads • Reach out to previous or inactive leads during downtime • Re-engage prospects and encourage renewed interest • Maintain accurate notes and updates within the CRM system • Manage leads and appointment activity within CRM platforms • Update lead records and communication notes accurately • Assist with general administrative tasks related to lead management