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Life Insurance Pre Set Appointment Jobs (NOW HIRING)

Goldman Financial

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Outside Sales Representative- Training & Pre Set Appointments Provided

Boise, ID · On-site

$150K - $185K/yr

  • Medical

  • Dental

  • Vision

Attend 2-4 pre-set, pre-confirmed appointments daily with business owners * Conduct in-person consultations to review current payment processing and present cost-saving solutions * Build trust and ...

Goldman Financial

Be Seen First

Outside Sales Representative- Training & Pre Set Appointments Provided

Olympia, WA · On-site

$150K - $185K/yr

  • Medical

  • Dental

  • Vision

Attend 2-4 pre-set, pre-confirmed appointments daily with business owners * Conduct in-person consultations to review current payment processing and present cost-saving solutions * Build trust and ...

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Life Insurance Pre Set Appointment information

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$43

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

As of Aug 17, 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 is a life insurance pre set appointment?

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 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 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 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 August 2026, with employment types broken down into 80% Full Time, and 20% Contract. Highlights an 60% In-person, 20% Hybrid, and 20% Remote job distribution, with an average salary of $50,455 per year, or $24.3 per hour.

Life Insurance Agent

Securityfinancialonline.com

Sacramento, CA • On-site

Full-time

Re-posted 26 days ago

Job description

Company Description
If you are a Life Insurance Agent looking to be part of a rapidly growing company, this is the perfect opportunity for you. We are an Insurance Broker that has been around since 1997. We provide you with all the tools, supplies, and training you need in order to be successful in this business. We are looking for dedicated individuals who are willing to learn and put in the time and effort to be successful within the Insurance Industry.
Are you wondering what makes us different?
- We are licensed in 21 DIFFERENT STATES, therefore allowing us to market to A LOT of people. So you are no longer limited only to a certain region or to a limited amount of people
- We supply you with UNLIMITED LEADS! You will never have a problem with not having enough clients
- You will NEVER have to drive again to meet with someone face-to-face because we do everything over the phone!!!
- We also work with different insurance companies such as American General (AIG), Transamerica, Foresters, and a few others. This allows you to do all the shopping you need for your clients
- We have also opened and expanded out range of products to meet the needs of all people in the Life Insurance Market, Mortgage Life Insurance Market, and the Final Expense Market
- We provide you with all the supplies and training you need in order to excel all you have to do is take in the information and learn
Job Description
WE ARE LOOKING FOR 8 INSURANCE PROFESSIONALS TO WORK APPOINTMENTS. WE PROVIDE EVERYTHING FROM THE OFFICE TO THE LEAD, ALL WE NEED IS YOU! IF YOUR INTERESTED PLEASE REPLY HERE TO SET UP AN APPOINTMENT TO COME IN. MORNING AND AFTERNOON SHIFTS ARE AVAILABLE AND NEW AGENTS ARE WELCOME. I LOOK FORWARD TO SPEAKING WITH YOU.
Qualifications
Life Insurance License
Additional Information
All your information will be kept confidential according to EEO guidelines.

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