Appointment Setter (LATAM Highly preferred) - 62181646081

• Location: Fully Remote (1099 Contractor status)
• Employment Type: Full-Time (with a strategic, ramp-up period starting part-time in August to align with system training before transitioning to full-time ahead of the Annual Enrollment Period).
• Schedule: Monday–Friday, U.S. Eastern Time (flexibility between 8:30 AM and 7:00 PM ET).
• Compensation Target: $1,000 – $2,000 / month, dependent on depth of experience.

We are a growing independent insurance organization dedicated to helping individuals and families navigate the complexities of health and senior insurance solutions. Founded by an industry veteran with over 17 years of experience, we pride ourselves on building deep, personalized relationships with its clients. As the agency expands its team of bilingual brokers, we are seeking a dedicated Bilingual Appointment Setter to support lead outreach, calendar management, and CRM operations to help scale our pipeline.

The Bilingual Appointment Setter will serve as a vital extension of the companys team. In this role, you will be responsible for conducting high-volume outbound calls to prospective and existing clients, pre-qualifying leads (specifically for Medicare and private health insurance products), and scheduling appointments directly into brokers' calendars.

The ideal candidate is an organized, proactive, and self-motivated professional who possesses an exceptional phone presence in both English and Spanish. You must be comfortable working within CRM systems, managing data integrity, and navigating a fast-paced sales environment.

• Outbound Calling: Conduct high-volume outbound calling campaigns to assigned lead lists, warm prospects, and existing client data.
• Pre-Qualification: Speak with prospective clients to verify eligibility and gather key information (e.g., verifying receipt of Medicare red, white, and blue cards, checking on application status, and confirming basic demographics).
• Calendar Management: Masterfully schedule qualified appointments directly into the shared GoHighLevel calendar ecosystem, ensuring precise broker allocation.
• Nurturing & Follow-Up: Maintain a consistent follow-up cadence with prospects to increase appointment confirmation and attendance rates.

• Data Integrity: Upload, organize, and map incoming lead lists (Excel/CSV spreadsheets) accurately within GoHighLevel, correcting messy data fields when necessary.
• Workflow Management: Actively monitor, execute, and respond to triggers within existing CRM communication workflows and automation pipelines.
• Record Keeping: Ensure client profile records are kept detailed, organized, and up to date with exact appointment outcomes and milestone notes.

• Broker Coordination: Act as the primary point of contact for administrative agent support, stepping in to solve scheduling bottleneck issues for the broker team.
• Future SOP Adaptation: Assist in deploying and interacting with incoming internal AI-powered SOPs designed to automate foundational customer service responses.

• Experience: 2–5 years of verifiable experience in appointment setting, inside sales support, call center outreach, or a highly active customer service role.
• Bilingual Fluency: Absolute fluency in both English and Spanish (written and spoken) is a non-negotiable requirement to support Spanish-speaking client pipelines.
• Communication Skills: Confident, warm, and highly articulate phone manner capable of matching the agency’s close-knit family feel.
• Autonomy: Highly disciplined toolset to work independently and productively from a remote environment.

• Industry Knowledge: Direct experience navigating Medicare, Life, or private Health Insurance frameworks.
• Software Competency: Practical familiarity with GoHighLevel or similar comprehensive sales CRMs, alongside strong Google Workspace/Excel skills.

• Volume of qualified appointments successfully booked weekly.
• High conversion metrics regarding appointment attendance (show-rate).
• Error-free list mapping and meticulous data integrity inside GoHighLevel.
• Promptness and speed-to-lead in executing CRM workflows.