Job Title

Client Outreach Specialist

Job ID

DAVANA

Industry

Mortgage Protection & Life Insurance

Location

LATAM

Job Status

Part Time

Work Schedule

Monday to Friday 15:30PM to 20:00PM Central Time

Pay Rate

$6 per hour + comm

Target Start

ASAP

ROLE OVERVIEW

About the Client

We are committed to providing personalized insurance solutions that safeguard your home and loved ones. With expertise in Mortgage Protection and Life Insurance, we take the time to understand your needs and offer coverage that fits your situation and budget.

About the Role

You will be responsible for proactively reaching out to warm leads who have responded to our mailers, skillfully gathering necessary information using a provided script, and critically, scheduling qualified appointments for the owner. Accuracy and efficiency are key as you'll be capturing all collected data within Go High Level. This role requires the ability to manage calls across multiple US states and time zones, adhering to specific calling schedules. The ideal candidate will be a quick-thinking, reliable team player with a positive attitude and a drive to succeed, unfazed by "no's."

Key Responsibilities

• Lead outreach - calling leads that have responded to a mailer, gather information and set up an appointment for David. Appointment setting is critical.
• Information collection - Gather information from the leads from a script provided
• Data Capturing - Capture information received from clients onto Go High Level
• Calling clients across 5 states and all time zones at specific times.

Tech Stack / Skills / Experience

• Go High Level Experience ideal

Previous experience

• Previous Medical experience (Nice to have)
• Previous Life Insurance Experience (Nice to have)
• Good typing speed would be a huge asset (60wpm+)

Candidate Characteristics

• Male ideally with deep voice (Important as David wants the person to call as "him/David" ideally)
• Friendly, upbeat, approachable, humble
• Excellent English skills, written and verbal, speaks Clearly
• Good listener, not forceful
• Positive mindset, not discouraged by "No's"
• Organized
• Quick thinker, able to follow a script
• Reliable
• Eager to learn, coachable, hard working

Additional Information

• If the person works hard the position could be full time
• The person could learn to do full sales calls in the future
• The person could increase their salary if the hard work is put in and they do well with setting appointments