Appointment Setter

    Easy Outsource

    🇺🇸 United States
    Remote
    Financial
    Hybrid
    See your match score
    Posted Today
    Work Type

    Remote

    Vertical

    Financial

    Source

    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

    Cold Calling·Required skill
    Lead Generation·Required skill

    Typical Day — Sales Rep

    Outreach calls30–50/day
    Email sequences20–40/day
    Client meetings3–5/week

    Estimates based on role type and selling motion — actual may vary by company.

    Role Signals

    Green Flags

    ✓
    Remote Friendly

    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

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    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

    Appointment-Setter
    Administrative-Assistant
    Sales-Development-Representative
    Lead-Generation-Specialist
    Sales-Appointment-Setter
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    Why are you interested in this role?

    Template question
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    What motivates you in a sales environment?

    Template question
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    How do you handle rejection?

    Template question
    Research Easy Outsource's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Prepare to discuss your home office setup and self-management discipline
    Review the job description and map your experience to each requirement
    Role Insights

    This 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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