Appointment Setter - Work From Home

Portland, Oregon (United States) Put your communication and organizational skills to work in a remote, people-focused opportunity. We're looking for dependable, motivated individuals to connect with prospective clients, coordinate virtual appointments, and help families take the next step toward learning about available life insurance and supplemental benefits. Your primary focus will be starting conversations, confirming interest, and keeping appointments organized. You'll help create a welcoming first impression and ensure clients know what to expect from their scheduled consultation. No previous insurance experience is required. Training and ongoing coaching will help you learn the scheduling process, communication tools, and approach to client outreach. What Your Day Will Involve Contacting prospective clients by phone and approved online channels. Introducing the purpose of a benefits consultation clearly and professionally. Answering basic questions about the appointment process. Coordinating appointment times and confirming contact information. Sending reminders and assisting with rescheduling. Following up with people who have expressed interest or missed an appointment. Recording outreach activity, appointment details, and follow-up notes. Working with the team to keep calendars accurate and appointments running smoothly. Participating in coaching and working toward outreach and scheduling goals. Create a Positive First Impression A successful appointment begins with clear communication. You'll help people understand why you're reaching out, what the consultation covers, and how to join their virtual meeting. This requires patience, attentive listening, and consistent follow-through. You should be comfortable making outbound calls, handling questions professionally, and respecting a person's decision if they aren't interested. What You Can Look Forward To Remote work Complete your outreach and scheduling responsibilities from a suitable home workspace. Training and support Learn the systems, communication practices, and scheduling procedures used by the team. Regular coaching Receive practical feedback to help improve your conversations and appointment coordination. Transferable skills Develop experience in customer communication, calendar management, recordkeeping, and follow-up. Team collaboration Stay connected through virtual meetings and regular communication. Room to develop Additional responsibilities may become available as you demonstrate dependable performance and readiness. What Makes You a Good Fit We're looking for someone who enjoys speaking with people and can stay organized throughout a busy day. Previous experience in customer service, retail, hospitality, administration, or call centres can be helpful, but isn't required. You should bring: Clear, friendly, and professional communication. Confidence starting conversations by phone. Strong attention to detail when entering names, contact information, and appointment times. The ability to manage follow-ups without constant supervision. A positive approach to feedback and learning. Comfort using email, online calendars, and basic computer programs. Reliable internet access and a quiet workspace. Role Scope and Next Steps This position supports the insurance sales process through outreach and appointment coordination. Questions involving policy recommendations, coverage advice, or insurance applications should be directed to an appropriately licensed representative. Any additional licensed responsibilities would require the applicable insurance licence. During the interview process, we'll review the daily expectations, compensation structure, scheduling requirements, and any eligibility requirements. Apply today if you're ready to build your communication skills and help keep a remote team connected with its clients.