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Life Insurance Pre Set Appointment Jobs (NOW HIRING)

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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 Sep 6, 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, 9% Part Time, and 11% Contract. Highlights an 91% In-person, 2% Hybrid, and 7% Remote job distribution, with an average salary of $50,455 per year, or $24.3 per hour.

Estate & Retirement Financial Advisor | Pre-Set Appointments | No Prospecting

United Placement Group

Georgetown, TX • Remote

$200K - $300K/yr

Full-time, Contractor

Medical, Life, Retirement

Posted 11 days ago

Job description

Estate & Retirement Financial AdvisorOutside Advisor | 1099 | Pre-Set Appointments | No Prospecting | Commission-Based, $100K+ Potential

Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for experienced advisors who want to spend their time closing — not prospecting. We provide the clients, the pre-scheduled appointments, and the back-end support. You focus on advising and earning.

This is an outside advisor role: you'll meet with clients in the field — at their home or another pre-set location — as well as through pre-scheduled virtual appointments, as a 1099 independent contractor.

What You Get
  • Pre-set, qualified appointments — targeting 10–12 per week, no cold calling
  • No marketing costs — we handle lead generation
  • Full back-office support — a dedicated Case Manager handles case design, applications, and follow-up
  • Streamlined process — minimal paperwork headaches
  • Access to top carriers — annuity, insurance, and retirement income solutions
  • Room to grow — potential for additional sales opportunities for advisors who want to expand their book of business
Income Potential
  • Commission-based — not a guaranteed salary
  • Typical earnings: $100K–$200K
  • Top producers: $300K+
  • Actual income depends on closing skills and production; a consistent flow of pre-set appointments gives you a consistent opportunity to produce
What You'll Do
  • Meet with pre-qualified prospects in the field — many already clients of our Estate Planning services — interested in retirement and estate planning
  • Recommend annuity, insurance, and retirement income strategies based on client needs, including Roth conversions
  • Close business and maintain client relationships
  • Work alongside a dedicated Case Manager and Appointment Setter
Requirements
  • Active Health & Life license (required)
  • Series 65, Series 7 & 66, or similar (ChFC, RICP a plus or willing to obtain)
  • Familiarity with Roth conversions and retirement income planning
  • Proven sales experience with a consultative, needs-based approach
  • Clean U4 (if currently registered)
  • Reliable transportation and willingness to travel to meet clients within your territory, with occasional overnight stays as needed

If you're ready to step into a system where the appointments are set, the support is built in, and your income is tied to production — not prospecting — apply now.

This is a 1099 independent contractor position.