Life Insurance Appointment Coordinator
Life Insurance Appointment Coordinator
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
35000 - 44000
1 Vacancy
Job Description
Looking to take your career to the next level Then this role is for you!
Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated fulltime teams in the Philippines offering costefficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support lets shape the future of work together!
Profile Requirements:
- Experience in Life Insurance Industry (Preferred): Previous experience in life insurance especially in a lead qualification or scheduling role is highly desired.
- Familiarity with HighLevel CRM (Preferred): Competence with HighLevel or similar CRM tools aiding in efficient lead management and followups.
- Strong Communication Skills: Excellent verbal and written communication abilities particularly over the phone to engage leads professionally and persuasively.
- Attention to Detail: High level of accuracy in managing calendar schedules and lead qualification criteria ensuring smooth scheduling and qualified appointments.
- Organizational Skills: Proven ability to prioritize manage time and keep detailed records of lead interactions within CRM systems.
- SelfStarter with Sales Acumen: Motivated to qualify leads effectively supporting the sales process with a customerfocused and proactive approach.
Core responsibilities:
- Lead Contact and Outreach: Promptly connect with 35 incoming leads daily ensuring each potential client is contacted and nurtured toward booking an appointment.
- Cold calling: Making calls to aged leads.
- Calendar Management: Schedule and manage appointments efficiently placing qualified prospects on the advisors calendar with seamless communication.
- Prequalification of Leads: Assess leads to ensure they meet basic prequalification criteria for life insurance products verifying interest and suitability before the sales call.
- FollowUp Coordination: Conduct timely followups with leads to ensure attendance at scheduled appointments confirming interest and readiness for a detailed consultation.
- Database Management: Accurately record lead information and interactions within CRM systems maintaining a high level of organization and accessibility for review.
- Sales Pipeline Support: Work closely with the advisor to keep the sales pipeline active identifying potential conversion opportunities and supporting efficient lead flow.
- Admin functions: Assisting with basic admin tasks when needed
Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.
NOTE: This is a permanent remote position structured as an Independent Contractor arrangement. Selected candidates must have their own equipment and reliable internet connection. Additionally they will be responsible for managing their own taxes and benefits. Compensation is offered on a biweekly basis.
Please attach your CV and we will be in touch for a confidential chat. Lets do great things together!
This is a remote position.
Vantage LifeEmployment Type
Full Time
