Cold Caller, Appointment Setter
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Job Description
Appointment Setter making outbound B2B calls to insurance agents in Mexico City. Role focuses on booking qualified appointments while maintaining a professional representation of the brand.
Responsibilities:
- Make outbound calls to targeted lists of licensed insurance agents based on provided criteria.
- Follow a script and adapt naturally in conversation without sounding robotic.
- Build quick rapport and confidently handle common objections and rejections.
- Qualify basic interest and confirm fit before booking time on the leadership calendar.
- Accurately log outcomes and notes for each call in a simple tracking system, spreadsheet, or CRM.
- Share daily and weekly reporting with clear numbers and insights.
- Provide feedback on what is working and suggest improvements to scripts and talk tracks.
- Maintain professional representation of the brand on every call.
Requirements:
- Proven B2B cold calling or appointment setting experience, ideally with US-based prospects.
- Strong spoken English with a clear, confident phone presence.
- Comfortable handling objections, rejection, and high-volume dialing.
- Professional communication, reliable follow-through, and strong attention to detail.
- Self-motivated and proactive, able to work without constant hand-holding.
- Stable internet, backup plan for connectivity, and a professional calling setup.
- Preferred Qualifications
- Experience calling insurance agents, financial services, or other professional B2B segments.
- Familiarity with CRMs, call logging, and basic reporting.
- Comfort using simple AI tools to refine scripts, improve messaging, and summarize daily outcomes.
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