Appointment Setter

Symmetry Financial - Clark Agency

Appointment Setter Job Description

We are searching for a personable, thorough appointment setter to contact prospective clients via telephone. The appointment setter’s responsibilities include contacting prospective clients who have indicating a need for, or desire to understand the value in our products and services (life insurance and related products). The appointment setter gathers the needed information for a successful appointment. He/She schedules a time for our Sales Representatives to meet with each client and should also keep a log of activity including the numbers dialed each day.

To be successful as an appointment setter, you should be determined to achieve and surpass each of your work-related goals. Ultimately, an outstanding appointment setter will demonstrate a thorough understanding of the sales process, including ways in which to garner clients’ interest in meeting with our Sales Representatives.

Appointment Setter Responsibilities:

  • Familiarizing yourself with essential details of our products and services.
  • Learn the scripts and appropriate responses for effective prospective client communication.
  • Calling prospective clients using a list of phone numbers provided to you.
  • Accepting calls from prospective clients as they arise.
  • Gather information from prospective to facilitate an effective meeting (use the Client Qualification form)
  • Scheduling a consultation between the prospective client and a Sales Representative.
  • Keeping a detailed log of dials made, contacts made, appointments scheduled and time spent dialing.
  • Attempting to contact prospective clients who you have been unable to contact.

Appointment Setter Requirements:

  • Proven experience as an appointment setter, sales representative, or similar will be advantageous.
  • Computer literate.
  • Top-notch verbal, written, and interpersonal skills.
  • Outstanding listening skills and attention to detail.
  • Excellent phone etiquette.
  • Professional and courteous disposition.
  • Persuasive and results-oriented.
  • Available to work evenings and weekends.

Additional Notes:

  • This position requires a high level of integrity and excellent documentation skills to track results
  • First few hours will be a probationary period to monitor performance.
  • Pay begins at $25.00/hr and can adjust due to experience and/or performance.

Note: The leads provided are proven to meet the following metrics: For every 4-5 contacts an experienced appointment setter is expected to set 1 appointment. Sit ratio should be >50%.

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