Appointment Setter - Insurance Reviews (Part-Time) With Farmers Insurance

Job Description

Job Description

Appointment Setter – Insurance Reviews (Part-Time)

Location: Remote or Local (Preferred) Training for first 30-days will be in person in DTC Area

Hours: ~20-30 hours per week

We are looking for a personable and reliable Appointment Setter to contact our existing client base and schedule life insurance review appointments.

All leads are warm leads from current Farmers Insurance clients — you will not be cold calling random prospects.

Your role will be to call through our client lists, introduce the purpose of the call, and schedule appointments for a licensed agent to review the client's life insurance coverage and discuss potential life insurance discounts available through their existing Farmers policies.

Responsibilities

• Call through provided lists of existing Farmers Insurance clients
• Introduce the purpose of the call in a friendly, professional manner
• Schedule life insurance review appointments for a licensed agent
• Log call outcomes and appointment details in our CRM
• Follow up with clients when needed to confirm appointments

What We Provide

• Warm client lists (no cold prospecting)
• Call scripts and training
• Flexible part-time schedule (~20-30 hours per week)
• Opportunity to earn performance bonuses based on kept appointments

Requirements

• Comfortable and confident speaking on the phone
• Friendly, personable, and professional
• Strong communication and persuasion skills
• Organized and reliable
• Previous appointment setting or sales experience preferred
• Experience in insurance or financial services is a plus but not required

Benefits

Bonus Opportunities

Additional bonuses are available based on appointment quality and kept appointment rates, rewarding team members who consistently schedule qualified meetings.