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WFH - Appointment Setter

Other Jobs To Apply

<h3><strong>About Us</strong></h3><p>We partner with <strong>thousands of unions, credit unions, and professional organizations</strong> throughout North America to make sure their members and families get the <strong>benefit information they’ve personally requested</strong>. Our representatives connect daily with individuals who are already expecting to hear from us.</p><p>This role is a great fit for someone who enjoys <strong>conversation, scheduling, and organization</strong> in a flexible, remote environment. You’ll have the independence to work from home while benefiting from <strong>structured training, proven systems, and a team that’s focused on helping you succeed</strong> both personally and professionally.</p><hr><h3><strong>What You’ll Be Doing</strong></h3><ul><li><p>Contact members who have requested information and arrange convenient appointment times.</p></li><li><p>Conduct short phone or Zoom calls to confirm interest and explain next steps.</p></li><li><p>Coordinate with licensed professionals who will review members’ coverage options.</p></li><li><p>Keep accurate notes, updates, and schedules organized within the company’s digital system.</p></li><li><p>Follow up with members to ensure appointments are completed and satisfaction remains high.</p></li><li><p>Participate in <strong>ongoing training and mentorship</strong> to build strong communication and organizational skills.</p></li><li><p>Contribute to a <strong>collaborative, positive team culture</strong> where everyone works toward shared goals.</p></li></ul><hr><h3><strong>What We’re Looking For</strong></h3><ul><li><p>Excellent communication skills and a <strong>professional, friendly phone manner</strong>.</p></li><li><p>Confidence using basic technology such as <strong>Zoom, Google Workspace, or CRM platforms</strong>.</p></li><li><p>Strong <strong>organization, reliability, and time-management</strong> skills.</p></li><li><p>A <strong>self-driven and disciplined work ethic</strong> with the ability to thrive independently from home.</p></li><li><p>A <strong>positive, coachable mindset</strong> with a willingness to learn and grow.</p></li><li><p>Must be able to <strong>successfully pass a background screening</strong>.</p></li></ul><hr><h3><strong>What You’ll Gain</strong></h3><ul><li><p><strong>Comprehensive training program</strong> — no previous appointment-setting or sales experience required.</p></li><li><p><strong>Weekly pay and bonus opportunities</strong> tied to performance.</p></li><li><p><strong>Flexible schedule</strong> designed to support your lifestyle.</p></li><li><p>Clear, structured <strong>career advancement pathways</strong> into leadership and management.</p></li><li><p>A <strong>remote-first culture</strong> centered on support, teamwork, and development.</p></li><li><p><strong>Recognition programs, rewards, and travel incentives</strong> for top performers.</p></li></ul><hr><h3><strong>Why This Role Matters</strong></h3><p>In this position, you’ll play a key part in <strong>connecting families with protection and peace of mind</strong>. You’ll represent a company built on integrity, service, and respect — not high-pressure tactics.</p><p>If you’re <strong>motivated, dependable, and people-focused</strong>, this is an excellent opportunity to start a long-term remote career where your efforts genuinely make a difference.</p><p><strong>Apply today</strong> and take the first step toward a role that rewards both purpose and performance.</p>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...