Virtual Appointment Coordinator Required

We are looking for a warm, professional Virtual Appointment Coordinator to join our growing financial education and life insurance team.

This is not a high-pressure sales role. We are looking for someone who is personable, organized, confident on the phone, and genuinely enjoys connecting with people.

Your role will include:
• Calling and texting leads who have requested information
• Building rapport and creating a comfortable experience
• Pre-qualifying potential clients
• Booking Zoom appointments with Deanna Privette
• Organizing and follow-up inside our CRM
• Helping prospects feel educated, cared for, and excited for their appointment

The ideal person:
• Has a calm, trustworthy, polished communication style
• Speaks fluent, clear English
• Is dependable, organized, and coachable
• Feels comfortable speaking with families and professionals
• Can follow systems while still sounding natural and human
• Is not overly “salesy” or aggressive

About us:
We are an education-first life insurance and retirement planning agency specializing in Indexed Universal Life (IUL) strategies and helping families create long-term financial security. Our approach is relationship-driven, low-pressure, and focused on doing what is truly best for the client.

Remote position.
Part-time to start with growth potential.