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Pre Set Appointments Insurance Agent Jobs (NOW HIRING)

Goldman Financial

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Outside Sales Representative- Training, Pre Set Appointments Provided

Tulsa, OK · On-site

$150K - $185K/yr

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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Pre Set Appointments Insurance Agent information

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$25K

$65K

$121.5K

How much do pre set appointments insurance agent jobs pay per year?

As of Aug 12, 2026, the average yearly pay for pre set appointments insurance agent in the United States is $65,022.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $77,000.00 per year, depending on experience, location, and employer.

What are the typical daily activities for a pre set appointments insurance agent, and how do they interact with clients and colleagues?

As a Pre Set Appointments Insurance Agent, your day is structured around meeting with prospective clients whose appointments have been scheduled in advance, often by a lead generation team. You will spend most of your time conducting consultations, assessing client needs, and presenting insurance solutions tailored to their circumstances. Collaboration with colleagues—such as appointment setters, underwriters, and customer service representatives—is common to ensure a smooth client experience and accurate policy processing. This team-based approach helps streamline your workflow and allows you to focus on building relationships and closing sales. Over time, strong performance can lead to advancement opportunities in sales management or training roles.

What are the key skills and qualifications needed to thrive as a pre set appointments insurance agent, and why are they important?

To thrive as a Pre Set Appointments Insurance Agent, you need a comprehensive understanding of insurance products, sales acumen, and a valid insurance license. Familiarity with CRM software, quoting tools, and appointment scheduling systems is typically required. Exceptional interpersonal skills, active listening, and resilience in handling objections help agents build trust and close sales. These abilities ensure agents maximize sales opportunities, maintain strong client relationships, and consistently meet or exceed targets in a competitive industry.

What is a pre set appointments insurance agent?

A Pre Set Appointments Insurance Agent is an insurance sales professional who meets with clients at appointments that have already been scheduled, typically by a lead generation or telemarketing team. This allows the agent to focus on presenting insurance products and closing sales, rather than spending significant time prospecting or cold calling. Their main responsibility is to assess clients’ needs, explain policy options, and help clients choose the right insurance coverage. This role can increase sales efficiency and provide a more structured workday for the agent.

What is the difference between Pre Set Appointments Insurance Agent vs Insurance Broker?

AspectPre Set Appointments Insurance AgentInsurance Broker
CredentialsLicenses required, often state-specificLicenses required, often state-specific
Work EnvironmentTypically works for an insurance company, making pre-arranged client appointmentsWorks independently or for agencies, seeking clients and comparing policies
Employer & Industry UsageInsurance companies, direct salesIndependent, brokerage firms, or agencies
Search & Comparison IntentUnderstanding roles in insurance sales, appointment settingComparing sales roles, client acquisition, and policy advising

Pre Set Appointments Insurance Agents focus on scheduled client meetings on behalf of insurance companies, primarily selling policies through pre-arranged appointments. Insurance Brokers operate independently or for brokerage firms, seeking clients and advising on policies across multiple providers. While both roles require licensing and work within the insurance industry, their work environments and client engagement methods differ significantly.

More about Pre Set Appointments Insurance Agent jobs
What cities are hiring for Pre Set Appointments Insurance Agent jobs? Cities with the most Pre Set Appointments Insurance Agent job openings:
What job categories do people searching Pre Set Appointments Insurance Agent jobs look for? The top searched job categories for Pre Set Appointments Insurance Agent jobs are:
Pre Set Appointments Insurance Agent jobs near you
Infographic showing various Pre Set Appointments Insurance Agent job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $65,022 per year, or $31.3 per hour.

Outside Sales Representative- Training & Pre Set Appointments Provided

Goldman Financial

Boise, ID • On-site

$150K - $185K/yr

Full-time

Medical, Dental, Vision

Posted yesterday

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Job description

$150K–$185K First-Year Earnings | No Cold Calling


Are you a driven sales professional who thrives in a face-to-face environment and wants to earn six figures without the grind of cold calling?


We’re looking for an Outside Sales Executive to join our fast-growing Merchant Services division. This is a high-opportunity role where your calendar is filled for you — so you can focus on what you do best: closing deals and building relationships.


What You’ll Do

  • 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 close deals with small to mid-sized businesses
  • Manage your pipeline and follow up on opportunities
  • Represent our brand professionally in the field


What We Provide

  • Pre-set, qualified appointments from our inside sales team (no cold calling)
  • Comprehensive onboarding & training program
  • Proven sales scripts, systems, and support
  • Ongoing coaching and development
  • CRM and tools to keep you organized and efficient


Compensation

  • First-year average earnings: $150,000–$185,000+
  • Aggressive commission structure with uncapped income potential
  • Bonuses and incentives for top performers


What We’re Looking For

  • Sales experience preferred (B2B or face-to-face is a plus)
  • Strong communication and closing skills
  • Self-motivated with a competitive mindset
  • Ability to manage your schedule and work independently
  • Reliable transportation for local travel


Why Join Us?

  • No prospecting grind — your calendar is filled for you
  • High earning potential with a proven system
  • Fast-growing company with real career advancement opportunities
  • Supportive, performance-driven culture


If you’re ready to step into a role where the opportunities are real and the income matches your effort, apply today.

Company Description

Goldman is a financial services hedge fund that specializes in private lending and financial services to small to medium sized businesses throughout the United States and Canada.