Personal assistant/ Appointment setter

We are hiring a high performance Appointment Setter and Personal Assistant to support a private health insurance brokerage focused on helping individuals and families secure private coverage options outside of employer plans.

This is a fast paced, performance driven role where success is measured by calls made, appointments set, and deals closed.

Core Responsibilities

You will handle full front end pipeline support including:

• Outbound calling to fresh and aged leads using a dialer
• Setting qualified appointments directly into the calendar
• Qualifying and disqualifying prospects using a structured script
• Following up via phone, SMS, and email consistently
• Managing lead communication through CRM text drip system
• Sending and tracking emails to leads using business email
• Responding to inbound Facebook messages and comments
• Moving leads from initial contact to booked appointment efficiently

You will be expected to operate with urgency, structure, and consistency every day.

Tools Provided

You will be fully equipped with:

• CRM system with text drip automation
• Outbound dialer
• Business email access
• Lead lists (fresh and aged)
• Call scripts and qualification framework
• Quote tool for plan presentation
• Scheduling system for booking appointments
• Facebook business page access for lead engagement

Compensation Structure

This is a hybrid pay structure designed to reward both consistency and performance.

Base Pay

• Guaranteed base pay starts at hire
• Base increases over time based on performance, efficiency, and reliability
• Higher output and stronger conversion rates directly increase your base pay tier

Commission

• 25 percent commission on deals you directly contribute to through your appointments
• Earnings per deal typically range from 100 to 1000 dollars
• Paid weekly

Bonuses

• Weekly performance bonuses based on appointments set, show rates, and closed business
• Bonuses scale with consistency and production

What Success Looks Like

High performers in this role:

• Maintain consistent daily call volume
• Book high quality, qualified appointments
• Keep CRM and follow up systems fully updated
• Reduce wasted leads through proper qualification
• Help drive consistent sales outcomes

About the Business

We operate a private health insurance brokerage helping individuals and families secure affordable, high quality coverage options outside of employer based plans. The environment is fast paced, consultative, and built around speed to lead and disciplined follow up.