Appointment Setter (WFH)

• We work with union members, association members, and working families across North America who have requested information about their available benefit programs.
• This role is focused on helping people who are already looking for guidance, not chasing leads or making random calls.

Responsibilities

• Conversations with members who are expecting support
• Speak with members by phone, Zoom, or virtual appointment

Review the benefit information they requested

• Explain available options in a simple and professional way
• Help families understand programs that may fit their needs
• Provide follow-up support and maintain long-term client relationships
• Take part in ongoing training, coaching, and mentorship
• Develop leadership skills as you grow within the organization
• Contribute to a positive, goal-driven team environment

Requirements

• Strong communication and people skills
• Comfort using basic computer systems and online platforms
• Good organization and time-management habits
• The ability to work independently and stay accountable
• A positive attitude and willingness to learn
• Motivation to grow personally and professionally
• Ability to complete a standard background check
• Complete training provided
• No prior experience required

Benefits

• Weekly pay with performance-based bonuses
• Recognition programs and travel incentives for top performers

No cold calling

No door-to-door work

No contacting people who have not requested information

This position is a strong fit for someone who enjoys flexibility, working independently, and helping others, while still having access to training, mentorship, and a proven team system.