Personal Assistant/Appointment Setter

Job Description

Job Description

We are focused on recruiting confident, dependable, dedicated, and hard working professionals who are interested in a long-term career. As an Appointment Setter, you will build relationships, develop a client base, and feel rewarded personally, professionally, and financially. Our standards are high. We are looking for professionals with a drive to excel in their careers, the passion to make a difference, and the desire to love what they do.

Job Details:

• Train and encourage new hires
• Organize client files and paperwork
• Assist with schedules and booking appointments
• Answer incoming phone calls
• Set appointments with prospective clients to market insurance products and services
• Service existing clients to make sure their needs are met while updating them on any new or upcoming changes
• Recommend insurance policies to meet the needs of clients

Job Requirements:

• Reliable- Be on time and ready to work!
• Professional and respectful
• Positive and enthusiastic attitude
• Capable of handling rejection
• Excellent presentation skills
• Ability to work both independently and as a team
• Passion for people and meeting their needs
• Reliable transportation

At Palmetto Senior Benefits, our brokers are capable of writing policies for every company in the state. Our management team is one of the fastest growing firms in the industry. We are a National Independent Marketing firm that focuses on insurance and retirement planning needs for social security recipients, as well as people of all ages. We stress career advancement, with a path and provided support for continuous growth. In only ten years, we have written hundreds of thousands of insurance policies, and provided millions in benefits to our clients.

Company Description

At Palmetto Senior Benefits, our brokers are capable of writing policies for every company in the state. Our management team is one of the fastest growing firms in the industry. We are a National Independent Marketing firm that focuses on insurance and retirement planning needs for social security recipients, as well as people of all ages. We stress career advancement, with a path and provided support for continuous growth. In only ten years, we have written hundreds of thousands of insurance policies, and provided millions in benefits to our clients.