Part-Time Telemarketing Specialist

We are seeking an energetic, confident, and results-driven Part-Time Telemarketing Specialist to support the growth of our insurance agency. The primary responsibility of this position is to generate qualified sales opportunities by contacting prospective and existing customers, creating interest in our insurance products and services, and scheduling appointments for our licensed sales professionals.

This is an excellent opportunity for someone seeking a part-time position with a consistent schedule, performance incentives, and the opportunity to develop professional sales and communication skills. This role is ideal for someone who enjoys talking with people, is comfortable making outbound calls, can work independently, and wants to be rewarded for producing measurable results.

Part-Time Schedule

Part-Time | Approximately 20–25 Hours Per Week

The position will generally be scheduled Monday through Friday during designated prospecting and customer-contact periods.

The schedule may be structured around high-productivity calling blocks to maximize customer contact and appointment opportunities.

Candidates must be able to maintain a consistent weekly schedule and demonstrate dependable attendance.

PRIMARY RESPONSIBILITES

• Outbound Calling & Prospecting
• Make consistent outbound calls to prospective and existing customers.
• Contact agency-generated leads, internet leads, previous quote opportunities, referrals, and other approved prospect lists.
• Re-engage customers and prospects who previously requested insurance information.
• Introduce the agency and create interest in discussing insurance needs.
• Ask appropriate qualifying questions to identify potential opportunities.
• Identify prospects interested in auto, homeowners, renters, life, and other available insurance products.
• Conduct approved outreach to existing customers regarding additional insurance needs.
• Generate referral opportunities when appropriate.
• Appointment Setting

The primary objective of the Part-Time Telemarketing Specialist is to create qualified appointments and conversations for the licensed sales team.

Additional responsibilities include but are not limited to...

• Schedule qualified appointments with prospective customers.
• Connect interested prospects with licensed sales representatives.
• Conduct warm transfers when appropriate.
• Confirm scheduled appointments.
• Follow up with prospects who miss or reschedule appointments.
• Maintain accurate notes regarding the customer's needs and reason for the appointment.
• Consistently work toward established appointment and conversion goals.
• Lead Follow-Up

Successful telemarketing requires consistent and organized follow-up.

The Part-Time Telemarketing Specialist will:

• Respond promptly to assigned leads.
• Make multiple contact attempts when appropriate.
• Follow established agency lead-management processes.
• Maintain an organized pipeline of prospects.
• Recycle older leads and previous quote opportunities.
• Document prospect responses and future follow-up dates.
• Follow up on missed appointments.
• Maintain accurate customer and prospect information in agency systems.

DAILY ACTIVITY & PRODUCTIVITY EXPECTATIONS

Because this is a part-time position, productivity and effective use of scheduled working hours are extremely important.

Team members will be expected to maintain consistent activity during designated calling periods.

Performance expectations may include:

• Outbound calls completed
• Customers and prospects contacted
• Meaningful conversations
• Qualified opportunities generated
• Appointments scheduled
• Appointments completed
• Warm transfers
• Quote opportunities generated
• Follow-up activities completed
• Appointment conversion rates

Individual activity goals will be established based on scheduled hours and reviewed regularly.

CUSTOMER COMMUNICATION

The Telemarketing Specialist is often the prospect's first interaction with our agency and is expected to create a professional and positive first impression.

Responsibilities include:

• Communicate professionally and enthusiastically.
• Build rapport quickly over the telephone.
• Ask effective questions and listen carefully to responses.
• Clearly communicate the reason for the call.
• Use agency-approved scripts and conversation frameworks.
• Respond professionally to common objections.
• Remain courteous when customers are not interested.
• Represent the agency professionally during every interaction.

SUPPORTING THE SALES TEAM

The Part-Time Telemarketing Specialist works directly with our licensed sales professionals to maintain a consistent pipeline of opportunities.

Responsibilities include:

• Generate qualified appointments.
• Create warm transfer opportunities.
• Provide accurate notes regarding prospect conversations.
• Communicate important information to the assigned sales representative.
• Follow up with prospects requiring additional nurturing.
• Assist with appointment confirmations.
• Participate in sales meetings, training, and coaching when scheduled.
• Work with agency leadership to improve scripts, calling strategies, and appointment results.

What This Position Does NOT Do

Unless appropriately licensed and authorized, the Part-Time Telemarketing Specialist does not provide insurance advice, recommend specific coverage, quote or bind insurance policies, or perform activities requiring an insurance license.

The primary objective of this position is to:

Generate Conversations - Identify Opportunities - Schedule Appointments - Support Sales

All activities must comply with applicable laws, regulations, licensing requirements, company guidelines, agency procedures, and communication requirements.

QUALIFICATIONS

The ideal candidate:

• Is comfortable making outbound telephone calls.
• Has a confident and professional telephone presence.
• Enjoys talking with people.
• Can quickly establish rapport.
• Is persistent and able to handle rejection professionally.
• Is motivated by goals and performance incentives.
• Has strong organizational and follow-up skills.
• Can follow a script while maintaining a natural conversation.
• Is comfortable working independently.
• Is dependable and punctual.
• Is coachable and receptive to feedback.
• Can maintain high productivity during a limited part-time schedule.
• Has basic computer and data-entry skills.
• Demonstrates professionalism and a positive attitude.
• Previous experience in telemarketing, appointment setting, inside sales, customer service, call centers, lead generation, or insurance is preferred but not required for the right candidate.

COMPENSATION

This position offers:

• Part-Time Base Compensation + Performance-Based Incentives
• Additional earning opportunities may be tied to:
• Qualified appointments
• Completed appointments
• Warm transfers
• Quote opportunities
• Lead conversion
• Production resulting from generated opportunities
• Achievement of individual and agency goals
• Specific hourly compensation, incentive structure, and performance expectations will be discussed during the interview process.

TRAINING & DEVELOPMENT

Training and ongoing coaching will include:

• Telephone prospecting
• Appointment-setting techniques
• Building rapport
• Agency-approved scripts
• Asking qualifying questions
• Objection handling
• Lead follow-up
• Referral conversations
• CRM and lead-management systems
• Insurance terminology
• Customer communication
• Time management
• Productivity strategies
• Compliance requirements
• Regular coaching, call reviews, and role-playing may be incorporated to help improve performance.

Ideal Candidate

This position is ideal for someone who wants a part-time opportunity where performance matters.

You should be comfortable spending the majority of your scheduled working time communicating with customers and prospects by telephone.

The strongest candidates are:

Energetic. Competitive. Persistent. Coachable. Dependable. Organized. Goal-Oriented.

You understand that not every call will result in an appointment, but consistent activity and effective conversations create results.

What Success Looks Like

A successful Part-Time Telemarketing Specialist consistently creates opportunities for the agency.

The goal is simple:

More Conversations - More Appointments - More Quotes - More Customers

If you enjoy talking with people, are motivated by achieving goals, and want a part-time position where your performance can directly impact your earning potential, we encourage you to apply.