Swooped ยท 3 hours ago
Appointment Setters
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Artificial Intelligence (AI)Human Resources
Insider Connection @Swooped
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Responsibilities
Contact warm prospects who are interested in protecting their estate
Engage with real individuals who genuinely care about helping others address their estate planning concerns
Follow an approved script while effectively overcoming objections
Qualification
Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.
Required
A Minimum of 2 years prior OUTBOUND appointment setting experience required.
Experience setting appointments for insurance or related financial products is considered a plus.
Familiarity with using an autodialer.
Excellent communication and interpersonal skills.
Strong attention to detail and organizational skills.
At least 1 year of experience working remotely.
Experience with CRM systems and sales tools (e.g., Salesforce, HubSpot, ZoomInfo).
Proficient with Microsoft Office Suite (e.g., Excel, Word, PowerPoint).
A reliable high-speed internet connection and a dedicated workspace.
Outstanding telephone etiquette and articulation.
Ability to follow an approved script while effectively overcoming objections.