Life Insurance Appointment Coordinator

Looking to take your career to the next level? Then this role is for you!

Join Outsourcey and be part of our mission to revolutionize global talent expansion! We connect businesses with dedicated full-time teams in the Philippines, offering cost-efficient solutions without compromising quality. Join us and help elevate businesses with complete control and comprehensive support, let's shape the future of work together!

Job Requirements:

• Experience in Life Insurance Industry (Preferred): Previous experience in life insurance, especially in a lead qualification or scheduling role, is highly desired. 
• Familiarity with HighLevel CRM (Preferred): Competence with HighLevel or similar CRM tools, aiding in efficient lead management and follow-ups.
• Strong Communication Skills: Excellent verbal and written communication abilities, particularly over the phone, to engage leads professionally and persuasively.
• Attention to Detail: High level of accuracy in managing calendar schedules and lead qualification criteria, ensuring smooth scheduling and qualified appointments. 
• Organizational Skills: Proven ability to prioritize, manage time, and keep detailed records of lead interactions within CRM systems.
• Self-Starter with Sales Acumen: Motivated to qualify leads effectively, supporting the sales process with a customer-focused and proactive approach.

Core responsibilities:

• Lead Contact and Outreach: Promptly connect with 3-5 incoming leads daily, ensuring each potential client is contacted and nurtured toward booking an appointment.
• Calendar Management: Schedule and manage appointments efficiently, placing qualified prospects on the advisor's calendar with seamless communication. 
• Prequalification of Leads: Assess leads to ensure they meet basic prequalification criteria for life insurance products, verifying interest and suitability before the sales call. 
• Follow-Up Coordination: Conduct timely follow-ups with leads to ensure attendance at scheduled appointments, confirming interest and readiness for a detailed consultation. 
• Database Management: Accurately record lead information and interactions within CRM systems, maintaining a high level of organization and accessibility for review. 
• Sales Pipeline Support: Work closely with the advisor to keep the sales pipeline active, identifying potential conversion opportunities and supporting efficient lead flow.

Benefits: Competitive salary Opportunity to shape the HR function of a rapidly growing BPO. Work closely with a team of industry leaders who have successfully scaled BPOs in the past. Career growth and development opportunities.

Please attach your CV and we will be in touch for a confidential chat. Let's do great things together!