Make high-volume outbound calls to warm insurance leads
Contact leads as quickly as possible after they enter the system (“speed to lead”)
Follow provided scripts to introduce services and engage prospects
Qualify basic interest and schedule appointments with the client
Handle common objections professionally (e.g., “not interested,” “no time”)
Reattempt contact for missed or unresponsive leads
Work through large lead lists systematically (including older leads)
Prioritize new leads while maintaining follow-up cadence on existing ones
Ensure no qualified lead is left untouched
Log call outcomes, notes, and appointment details accurately
Update lead statuses within the client’s system
Maintain organized and up-to-date records of all interactions
Utilize client-provided dialing system (VoIP such as VS Connect)
Work within lead management platforms (and possibly VanillaSoft)
Adapt quickly to client tools and workflows

2+ years of experience in outbound calling, appointment setting, or call center roles
Strong objection-handling and persuasion skills
Comfortable with high-volume dialing and repetitive call workflows
Excellent English communication skills with a clear, neutral accent
Professional, confident, and friendly phone presence
Ability to follow scripts while sounding natural and conversational
Highly organized and consistent with follow-ups
Self-motivated and able to work independently
Preferred: Experience in insurance, telemarketing, or lead generation
Familiarity with VoIP systems and dialers
Previous experience working with CRM or lead management tools.

Appointment Setting, Outbound Calling Virtual Assistant

Key skills