Appointment Setter - Marketing

This company is a leading digital marketing provider for insurance agencies in the United States. They’re committed to providing our clients with customer service they love and solutions that deliver results. Also, it offers insurance agency websites, social media marketing, reviews & reputation management, pay-per-click advertising, and local listings management. They are seeking a determined Appointment Setter/SDR, you will be responsible for prospecting, outbound outreach, and qualifying insurance agencies to schedule high-quality meetings for the Sales Advisors. This role is focused on generating a pipeline by engaging prospects through outbound calls, emails, and follow-up sequences, while ensuring meetings are properly qualified and held. The SDR will play a critical role in company's growth by creating consistent, qualified opportunities and executing clean handoffs to Sales Advisors who host the meetings. This role is ideal for someone who enjoys outbound prospecting, structured workflows, has the ability to be creative in outreach, and being the first point of contact in a consultative sales process. Responsibilities: Outbound Prospecting & Lead Generation: Conduct daily outbound outreach via phone calls and email sequences. Prospect net-new insurance agencies, closed-lost opportunities, and targeted accounts. Execute structured follow-up cadences to engage unresponsive prospects. Research and personalize outreach to improve connection and response rates. Meeting Qualification & Scheduling: Qualify prospects to ensure strong fit prior to scheduling. Schedule meetings directly onto Sales Advisors’ calendars. Confirm meeting details and ensure prospects are prepared for the conversation. Drive high meeting show rates through reminders and follow-up. Sales Handoff & Pipeline Support: Provide clean, detailed handoff notes to Sales Advisors before meetings. Ensure prospect context, pain points, and goals are clearly documented. Maintain accurate activity and lead status in HubSpot CRM. Collaborate closely with Sales Advisors to improve meeting quality and conversion. Requirements 1–3 years of experience in sales, business development, or customer-facing roles. Comfort with high-volume outbound calling and email outreach. Strong written and verbal communication skills. Organized, process-driven, and detail-oriented. Ability to confidently engage with small business owners and decision-makers. Experience using or willingness to learn CRM tools (HubSpot, Salesforce, or similar) Interest in sales, marketing, or SaaS environments Coachable, resilient, and motivated by performance metrics. Benefits Salary: $1500- $2000 USD Monthly + Commissions Equipment Provided 100% Remote from anywhere in LATAM