Live Transfer & Appointment Setter Representative (AUDIO OR VIDEO CLIP REQUIRED)

Live Transfer & Appointment Setter Representative (AUDIO OR VIDEO CLIP REQUIRED)

Location: Remote
Schedule: Monday–Friday, 8:00 AM CST – 7:00 PM CST (multiple full-time shifts available)
Pay: $15/hour ($600/week), paid weekly on Fridays
Training: Full training provided

*How to Apply (Audio/Video Clip Required) - WE WILL NOT CONSIDER YOU IF YOU DO NOT UPLOAD AN AUDIO OR VIDEO CLIP!

To be considered, you must submit both:

1. Your resume, and

2. A short audio AND/OR video clip (required)

Clip instructions:

• Length: 30–90 seconds

• Format: audio or video (phone recording is totally fine)

• The audio or video clip can be virtually anything, we just need an idea of what you sound like over the phone.

About the Role

We’re hiring a motivated Live Transfer & Appointment Setter Rep to support our fast-growing insurance sales team. In this position, you will make high-volume outbound calls to Medicare, dental, final expense, and other health insurance leads.

Your goal is simple: quickly and professionally connect qualified prospects to a licensed sales agent through live transfers or scheduled appointments.

This is a performance-driven role that requires energy, consistency, and excellent English communication.

Key Responsibilities

• Outbound Calling: Place 200–300 outbound calls per day to Medicare and health insurance leads.

• Pre-Qualification: Ask short, scripted questions to confirm basic eligibility and interest.

• Live Transfers: Transfer qualified prospects immediately to an available sales agent.

• Appointment Setting: Schedule appointments when no sales agent is available for a live transfer.

• Script Adherence: Follow the call script closely to ensure a consistent client experience.

• CRM Notes: Log accurate call notes and appointment details in the CRM after every interaction.

• Professional Communication: Speak clearly, confidently, and respectfully with every prospect.

Requirements

Must-Have Qualifications

• Strong, clear, fluent English.

  • You must be easy to understand on the phone.

  • Your speech should be professional, well-paced, and grammatically correct.

  • Clear communication is essential for success in this role.

• Sales or customer service experience (Medicare/health insurance experience is a plus but not required).

• CRM experience (Preferred, but not required).

• Reliable remote setup:

  • High-speed internet (100+ Mbps preferred)

  • Headset

  • Quiet, distraction-free workspace

Nice to Have

• Prior experience with live transfers, appointment setting, or high-volume outbound dialing.

• Familiarity with Medicare, dental, final expense, or related insurance products.

How to Apply (Audio/Video Clip Required)

To be considered, you must submit both:

1. Your resume, and

2. A short audio AND/OR video clip (required)

Clip instructions:

• Length: 30–90 seconds

• Format: audio or video (phone recording is totally fine)

• The audio or video clip can be virtually anything, we just need an idea of what you sound like over the phone.

Important: Applications without a clip will not be reviewed.
This step helps us evaluate communication skills fairly and early in the process.

Why Join Us

• Stable full-time remote work with consistent hours

• Weekly pay

• Structured training and clear expectations

• A supportive team that values professionalism and performance