Our team works with veterans and transitioning service members who have already reached out asking for help with their coverage. As an Appointment Setter, you’re the first person they talk to.
Your job is straightforward: reach out, have a friendly conversation, find out what they need, and schedule them with one of our licensed advisors.
You won’t be knocking on doors, calling cold lists, or selling insurance. You’ll be talking with people who asked to hear from us, and helping them take the first step toward protecting their family.
This role is a great fit if you’re comfortable on the phone, reliable, and good at following a proven process.
• Reaching out to veterans and families who have requested information
• Asking a few simple questions to understand their needs
• Scheduling free coverage reviews with our licensed advisors
• Keeping client notes up to date in our CRM
• Meeting daily call and appointment goals
• Staying active on the phones throughout your shift
• Consistently booking qualified appointments for our advisors
• Following up consistently with every lead
• Booking appointments that actually show up
• You enjoy talking on the phone and can keep your energy up all day
• You can hear “no” without letting it slow you down
• You can follow a proven script while still sounding like yourself
• You’re motivated by earning more when you perform more
• You do your best work with clear goals and a supportive team
• You’re looking for a fixed salary regardless of results
• You’d rather avoid phone conversations
• You find it hard to show up and stay on task every day
• You need someone else to keep you motivated
• Paid for every qualified appointment you book
• Bonuses for hitting volume and show-rate goals
• A clear path to becoming a licensed advisor
• A chance to grow with a team that’s building something meaningful
The more families you help, the more you earn. It’s that simple.
• Clear, friendly communication skills
• A reliable internet connection and a quiet place to work
• Availability for at least 15 hours per week
• An open mind and a willingness to learn and take feedback
• A commitment to booking at least 20 appointments per week
Our team works with veterans and transitioning service members who have already reached out asking for help with their coverage. As an Appointment Setter, you’re the first person they talk to.
Your job is straightforward: reach out, have a friendly conversation, find out what they need, and schedule them with one of our licensed advisors.
You won’t be knocking on doors, calling cold lists, or selling insurance. You’ll be talking with people who asked to hear from us, and helping them take the first step toward protecting their family.
This role is a great fit if you’re comfortable on the phone, reliable, and good at following a proven process.
• Reaching out to veterans and families who have requested information
• Asking a few simple questions to understand their needs
• Scheduling free coverage reviews with our licensed advisors
• Keeping client notes up to date in our CRM
• Meeting daily call and appointment goals
• Staying active on the phones throughout your shift
• Consistently booking qualified appointments for our advisors
• Following up consistently with every lead
• Booking appointments that actually show up
• You enjoy talking on the phone and can keep your energy up all day
• You can hear “no” without letting it slow you down
• You can follow a proven script while still sounding like yourself
• You’re motivated by earning more when you perform more
• You do your best work with clear goals and a supportive team
• You’re looking for a fixed salary regardless of results
• You’d rather avoid phone conversations
• You find it hard to show up and stay on task every day
• You need someone else to keep you motivated
• Paid for every qualified appointment you book
• Bonuses for hitting volume and show-rate goals
• A clear path to becoming a licensed advisor
• A chance to grow with a team that’s building something meaningful
The more families you help, the more you earn. It’s that simple.
• Clear, friendly communication skills
• A reliable internet connection and a quiet place to work
• Availability for at least 15 hours per week
• An open mind and a willingness to learn and take feedback
• A commitment to booking at least 20 appointments per week