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Life Insurance Pre Set Appointment Jobs (NOW HIRING)

MeridianLight

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Remote Insurance Sales (No Cold Calling, Training Provided)

Miami, FL · Remote

$60K - $110K/yr

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... life insurance, retirement planning, annuities, and income protection products • Help clients ...

MeridianLight

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Remote Insurance Sales (No Cold Calling, Training Provided)

Dallas, TX · Remote

$60K - $110K/yr

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... life insurance, retirement planning, annuities, and income protection products • Help clients ...

MeridianLight

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Work From Home Insurance Sales (No Cold Calling, Training Provided)

Houston, TX · Remote

$60K - $110K/yr

Remote Sales Closer - Financial Services (Warm Leads, Pre-Set Appointments Provided) Stop wasting ... life insurance, retirement planning, annuities, and income protection products • Help clients ...

Life Matters

Life Insurance Agent

$80K - $100K/yr

Our insurance agency is expanding and needs the help of a life insurance agent to grow our list of ... leads who are pre-qualified, without cold calling, to schedule appointments • Establish ...

Kruger Family Industries

Pre-Set Associate

Portage, WI · On-site

... life through an exceptional area of thermoformed solutions. We are the North America leader in ... SUMMARY Responsible for pre-production set up and postproduction tear downs. Involved with ...

Baldwin Life Agency

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Life Insurance Agent

Houston, TX · Remote

$50K - $110K/yr

What You'll Do • Schedule and conduct virtual appointments using our CRM and lead system • Meet with clients virtually to assess insurance and retirement planning needs • Recommend life ...

Baldwin Life Agency

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Life Insurance Agent

Arlington, TX · Remote

$50K - $110K/yr

What You'll Do • Schedule and conduct virtual appointments using our CRM and lead system • Meet with clients virtually to assess insurance and retirement planning needs • Recommend life ...

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Life Insurance Pre Set Appointment information

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$10

$24

$43

How much do life insurance pre set appointment jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for life insurance pre set appointment in the United States is $24.26, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $29.81 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Life Insurance Pre-Set Appointment Specialist, and why are they important?

To thrive as a Life Insurance Pre-Set Appointment Specialist, you need strong communication skills, customer service experience, and a basic understanding of insurance products, often supported by a high school diploma or equivalent. Familiarity with CRM software, appointment scheduling systems, and sometimes call center technology is typically required. Persistence, active listening, and professionalism are crucial soft skills that help build rapport with potential clients and handle objections effectively. These abilities are essential for generating qualified leads, ensuring appointment attendance, and supporting the sales team's overall success.

What does a typical day look like for someone in a Life Insurance Pre Set Appointment role?

In a Life Insurance Pre Set Appointment role, your day typically involves making outbound calls to potential clients, confirming and scheduling appointments for licensed agents, and accurately documenting call outcomes. You'll work closely with sales teams to ensure their calendars are optimized and may also handle follow-up calls to reschedule or confirm appointments. The pace is often fast, requiring strong organizational skills and the ability to manage high call volumes while maintaining a friendly, professional demeanor. Collaboration with both agents and administrative staff is common, and effective communication is key to success in this position.

What are life insurance pre set appointments?

Life insurance pre set appointments are scheduled meetings between a potential client and a life insurance agent that have been arranged in advance, often by a third-party appointment setter or lead generation service. These appointments allow agents to meet with individuals who have already expressed some level of interest in purchasing life insurance. This process helps agents maximize their time by focusing on qualified leads, increasing the chances of successful policy sales. Pre set appointments are commonly used in the insurance industry to streamline the sales process and improve efficiency.

What is the difference between Life Insurance Pre Set Appointment vs Life Insurance Agent?

AspectLife Insurance Pre Set AppointmentLife Insurance Agent
CredentialsTypically no specific credentials required for setting appointmentsRequires licensing and certifications to sell insurance
Work EnvironmentOffice or remote; focuses on scheduling and client outreachFieldwork, client meetings, and sales presentations
Employer UsageUsed by agencies to organize client meetingsEmployed by insurance companies or agencies to sell policies
Search/Comparison IntentUnderstanding appointment setting vs sellingUnderstanding sales roles and licensing requirements

In summary, a Life Insurance Pre Set Appointment involves scheduling meetings for agents, focusing on outreach without direct sales responsibilities. A Life Insurance Agent actively sells policies, requiring licensing and client interaction. Both roles are essential in the insurance industry but differ in responsibilities and credentials.

More about Life Insurance Pre Set Appointment jobs
What job categories do people searching Life Insurance Pre Set Appointment jobs look for? The top searched job categories for Life Insurance Pre Set Appointment jobs are:
Life Insurance Pre Set Appointment jobs near you
Infographic showing various Life Insurance Pre Set Appointment job openings in the United States as of June 2026, with employment types broken down into 16% Full Time, 79% Part Time, 2% Temporary, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $50,455 per year, or $24.3 per hour.
Work From Home Insurance Sales (No Cold Calling, Pre-set Appointments)

Work From Home Insurance Sales (No Cold Calling, Pre-set Appointments)

MeridianLight

Phoenix, AZ • Remote

$60K - $110K/yr

Full-time

Retirement

Posted 26 days ago

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Job description

Remote Sales Closer – Financial Services (Warm Leads, Pre-Set Appointments Provided)

Stop wasting 80% of your day prospecting. We provide the appointments; you provide the closing skills. This is a 100% remote role for hungry sales professionals who want to focus on high-ticket commissions.

MeridianLight provides pre-set retirement review appointments with teachers and public employees seeking guidance on retirement income, protection, and tax-efficient planning. Representatives work remotely helping clients explore solutions that may include indexed strategies, protection products, and annuity-based options.

The Money

  • Commission: 70% – 90% (Industry Leading)
  • Average Pay per Sale: $2,000 – $3,000+
  • Top Producers: $10,000 – $25,000+ per month

What You Get

• Pre-set appointments available (no cold calling)
• Remote work / flexible schedule
• Training, mentorship, and onboarding support
• Access to multiple highly rated insurance carriers
• Strong commission upside and growth opportunity

What You’ll Do

• Meet with clients through virtual appointments
• Educate clients on life insurance, retirement planning, annuities, and income protection products
• Help clients understand coverage and financial options
• Build client relationships and guide informed decisions

Requirements

• Strong communication skills
• Self-motivated and coachable
• Reliable and professional
• Life insurance license preferred OR willing to obtain one

Additional Information

This is a 100% remote opportunity for motivated professionals seeking flexible income growth. Position is performance-based and commission compensated (1099) with training and pre-set appointments available.