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Life Insurance Pre Set Appointment Jobs (NOW HIRING)

Palmetto Bath

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Outside Sales Representative (Pre-Set Leads)

Marietta, GA · On-site

$100K - $150K/yr

Job Type: Full-Time | In-Home Sales | Pre-Set Appointments | No Cold Calling Looking for a high-income sales career without sacrificing your personal life ? Palmetto Bath of Atlanta is a fast-growing ...

MeridianLight

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Remote Sales Representative (No Cold Calling, Training Provided)

Las Vegas, NV · Remote

$60K - $110K/yr (+ commission)

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

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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.

Financial Advisor - Pre-Set Appointments, No Cold Calling, $100K+ Potential

United Placement Group

San Antonio, TX • On-site

Full-time

Posted 5 days ago

Job description

Tired of chasing leads instead of closing them? This role hands you a full calendar of pre-qualified, pre-engaged retirement and estate-planning clients - so you can spend your time doing what you do best: advising, not prospecting.

Why Advisors Are Applying:

  • Zero marketing spend - no lead buying, no seminars, no advertising costs out of your pocket
  • 10-12 pre-set appointments per week with clients who already want to talk about retirement income and annuities
  • Full back-office support - a dedicated appointment setter and case manager handle scheduling, paperwork, and case prep
  • Exclusive territory - limited advisor slots per state means less internal competition, more room to grow
  • Strong six-figure earning potential through a competitive commission structure

What You'll Do:

  • Meet with pre-set, qualified prospects to discuss retirement income, annuities, and protection strategies
  • Recommend solutions from a broad lineup of top-rated carriers
  • Build long-term client relationships through consistent follow-up and service
  • Partner with an internal support team so your time stays focused on client-facing work

What You Need:

  • Active Health & Life insurance license (required)
  • Series 65, or Series 7 & 66, or a comparable designation (e.g., ChFC)
  • Proven face-to-face, consultative sales success
  • Clean U4 (if currently registered)
  • Comfortable with Microsoft Office and virtual meeting tools
  • Willingness to travel within your state to meet clients

No cold calling. No door-knocking. Just qualified appointments, expert support, and the infrastructure to build a real book of business. Apply today - state slots are limited and filling fast.

Apply