Life Insurance Appointment Setting

Calls will focus exclusively on life-insurance plans for individual prospects. A warm list of verified leads is ready; the task is to introduce core benefits in plain language, earn the caller’s trust, and book a calendar meeting with me or a licensed advisor. Follow-ups continue until each prospect gives a firm yes or no.

All activity must be logged in real time inside Google Sheets and a lightweight CRM, noting disposition, key points, and next action. I value quality conversations over speed, so there is no hard deadline, yet consistent daily momentum is expected.

Deliverables
• Confirmed meetings placed directly on my calendar
• Up-to-date call log with outcome codes, notes, and follow-up dates
• A concise weekly progress summary

Fluent English, warm phone etiquette, and confidence in discussing basic life-insurance benefits are essential. Familiarity with VoIP tools such as Aircall, RingCentral, or similar will be an advantage, though any reliable dialer is acceptable.

When you bid, briefly outline your life-insurance or telecalling experience and the dialer/CRM you intend to use.