Remote
Financial
himalayas
About this role
This is a remote position.We are seeking a motivated and organized Administrative Assistant with a strong focus on cold calling and appointment setting to support our insurance company’s operations in Orlando, Florida. The ideal candidate will be responsible for identifying potential clients, making outbound calls, and scheduling appointments with prospects.
Experience in the insurance industry or related fields is a plus but not required.
Key
Responsibilities: Conduct cold calls to potential clients in the Orlando, Florida area to introduce insurance services. Schedule appointments for insurance consultations with qualified leads. Maintain accurate records of calls and appointments in the CRM system. Follow up with prospects to ensure they are scheduled for appointments and provide necessary information.
Collaborate with the insurance team to optimize lead generation and appointment-setting strategies.
Qualifications:
Proven experience in cold calling, telemarketing, or appointment setting. Strong communication skills, both in English and Spanish (bilingual preferred). Ability to handle objections and build rapport over the phone. Familiarity with the Orlando, Florida, market and insurance industry is an advantage. Highly organized and able to manage multiple tasks efficiently. Additional
Requirements:Candidates are required to submit a video introduction as part of the recruitment process. The video should briefly introduce yourself and explain your experience with cold calling and appointment setting.Originally posted on Himalayas
Selling Motion
Prospecting
Hybrid
Mix of inbound leads and outbound prospecting
Requirements at a Glance
Typical Day — Sales Rep
Estimates based on role type and selling motion — actual may vary by company.
Role Signals
Green Flags
Location flexibility
Financial Services — Interview Intel
Typical Sales Cycle
3–6 months (Retail) · 6–18 months (Institutional)
Common Buyer Objections
- "Regulatory concerns — need compliance approval"
- "We already have a vendor for this"
- "Need to see 3-year track record"
- "Committee-based decision — multiple approvers"
Key Industry Metrics
Hot Topics to Reference
- • AI in fraud detection and compliance
- • Open banking APIs
- • ESG investing mandate shifts
- • Embedded finance partnerships
Use these insights to speak the buyer's language in interviews.
Tags
Why are you interested in this role?
Template questionWhat motivates you in a sales environment?
Template questionHow do you handle rejection?
Template questionThis appointment setter position with Easy Outsource offers an opportunity to develop your sales career in a competitive market.
Licensing requirements (Series 7, 63, etc.) may be needed or beneficial.
This remote-friendly role provides geographic flexibility while maintaining access to a financial services market.
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