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Pre Set Life Insurance Appointment Only Jobs (NOW HIRING)

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

Life Insurance Agent

Spokane, WA · Remote

$50K - $150K/yr

... whole life insurance options, and debt elimination programs to American families. We provide ... Agents text and/or call to set up appointments to meet with prospective clients via Zoom or phone ...

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

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Life Insurance Sales (Remote)

Austin, TX · Remote

$104K - $136K/yr

Commission-only + bonuses, incentives, and no caps or quotas What We're Looking For We are hiring ... Schedule and run appointments * Identify customer needs and recommend the best product * Complete ...

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

Be Seen First

Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

Be Seen First

Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

Be Seen First

Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

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Licensed Life Insurance Annuity Specialist - Remote / Contract Location: Remote Job Type: Contract ... Responsibilities Meet with pre-booked prospects through virtual or face-to-face appointments.

Life Insurance Agent

Brooklyn, NY · Remote

$50K - $100K/yr

You'll call these clients, set appointments, and meet virtually to help them find the best ... The Kimbrells attained Equity Partnership in only 24 months, which is the fastest in SFG history.

Life Insurance Agent

Columbus, GA · Remote

$50K - $100K/yr

You'll call these clients, set appointments, and meet virtually to help them find the best ... The Kimbrells attained Equity Partnership in only 24 months, which is the fastest in SFG history.

Life Insurance Agent

Oxnard, CA · Remote

$50K - $100K/yr

You'll call these clients, set appointments, and meet virtually to help them find the best ... The Kimbrells attained Equity Partnership in only 24 months, which is the fastest in SFG history.

Life Insurance Agent

Albuquerque, NM · Remote

$50K - $100K/yr

You'll call these clients, set appointments, and meet virtually to help them find the best ... The Kimbrells attained Equity Partnership in only 24 months, which is the fastest in SFG history.

Life Insurance Agent

Long Beach, CA · Remote

$50K - $100K/yr

You'll call these clients, set appointments, and meet virtually to help them find the best ... The Kimbrells attained Equity Partnership in only 24 months, which is the fastest in SFG history.

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Pre Set Life Insurance Appointment Only information

See salary details

$10

$24

$43

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

As of Jun 9, 2026, the average hourly pay for pre set life insurance appointment only 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 Pre Set Life Insurance Appointment Setter, and why are they important?

To thrive as a Pre Set Life Insurance Appointment Setter, you need strong communication skills, sales acumen, and a basic understanding of life insurance products, often supported by a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, auto-dialers, and scheduling tools is typically required. Excellent listening, persistence, and organizational skills help build rapport with clients and efficiently manage appointments. These competencies are crucial for effectively generating leads, setting quality appointments, and supporting the sales team's success.

What are some common challenges faced by professionals in a Pre Set Life Insurance Appointment Only role, and how can they be addressed?

One common challenge in this role is handling varying levels of client interest or preparedness, as appointments are set in advance and may not always lead to immediate sales. Building rapport quickly and adapting communication style to each client's needs are crucial skills. Additionally, staying organized and following up diligently after appointments can help maximize conversion rates. Collaborating closely with team members and sharing best practices can also support consistent performance and professional growth.

What are pre-set life insurance appointment only jobs?

Pre-set life insurance appointment only jobs involve working with leads where appointments with potential clients have already been scheduled, usually by a lead generation team or call center. As an agent, your primary responsibility is to attend these appointments, present life insurance products, and help clients choose suitable coverage. This role reduces the need for cold calling and prospecting, allowing you to focus on closing sales. It is ideal for agents who prefer a structured schedule and a steady stream of prospects.

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

AspectPre Set Life Insurance Appointment OnlyLife Insurance Agent
CredentialsTypically requires licensing and certification in insuranceRequires licensing, certifications vary by state
Work EnvironmentScheduled appointments, often remote or in-person meetingsFlexible, includes client meetings, calls, and administrative work
Employer & Industry UsageUsed by insurance companies for lead generationEmployed by agencies or independent, selling various policies
Search & Comparison IntentFocuses on appointment setting processesBroader sales and client management roles

Pre Set Life Insurance Appointment Only roles focus on scheduling and conducting pre-arranged client meetings, often with minimal sales responsibilities. Life Insurance Agents have a broader scope, including client consultations, policy sales, and ongoing service. Both roles require licensing, but their daily activities and responsibilities differ significantly.

Why do most life insurance agents quit?

Most life insurance agents quit due to the challenging nature of the sales process, high rejection rates, and the need for persistent prospecting. The job often involves irregular income, extensive training, and building a client base, which can be demanding and lead to high turnover.
Infographic showing various Pre Set Life Insurance Appointment Only job openings in the United States as of May 2026, with employment types broken down into 76% Full Time, 14% Part Time, and 10% Contract. Highlights an 81% In-person, and 19% Remote job distribution, with an average salary of $50,455 per year, or $24.3 per hour.

Licensed Life Insurance Annuity Specialist

AEF

Charlotte, NC • Remote

$200K - $1M/yr

Other

Posted 4 days ago

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Job description

Job Title: Licensed Life Insurance Annuity Specialist – Remote / Contract

Location: Remote
Job Type: Contract / Performance-Based Compensation
Schedule: Flexible, based on appointment availability

Job Description

We are seeking motivated, licensed Annuity Specialists to join our growing team. This is a remote contract opportunity for experienced insurance professionals who are comfortable meeting with clients virtually and, when needed, face-to-face.

Our company provides booked appointments with prospects who are interested in learning more about retirement income strategies, annuities, and financial protection options. Your role is to meet with these prospects, understand their goals, educate them on available solutions, and help determine whether an annuity strategy may be a good fit.

This is a performance-based opportunity, ideal for licensed advisors or agents who are confident in consultative sales and want access to consistent appointment flow without having to rely solely on their own prospecting.

Responsibilities

Meet with pre-booked prospects through virtual or face-to-face appointments.

Review client goals related to retirement income, asset protection, tax concerns, and legacy planning.

Present annuity solutions in a clear, compliant, and professional manner.

Follow up with prospects throughout the sales process.

Maintain accurate records of appointments, client notes, and production activity.

Operate with integrity, professionalism, and a client-first approach.

Requirements

Active life insurance license required.

Experience selling annuities, retirement products, or insurance-based financial solutions preferred.

Strong communication and presentation skills.

Ability to conduct virtual appointments professionally.

Comfortable working as an independent contractor.

Must be self-motivated, organized, and able to manage follow-up consistently.

Face-to-face appointment availability is a plus.

Compensation

This is a contracted, performance-based position. Compensation is based on the agent’s production and successful business written. Additional details will be discussed during the interview process.

What We Provide

Pre-booked appointments with interested prospects.

Remote flexibility.

Opportunity to meet with clients virtually or in person.

Supportive sales and marketing infrastructure.

Growth opportunity for licensed professionals who can convert appointments into business.

Ideal Candidate

The ideal candidate is a licensed insurance professional with annuity experience who enjoys helping clients prepare for retirement. You should be confident explaining annuity strategies, comfortable with a performance-based role, and motivated by the opportunity to work with booked appointments.

Apply Today

If you are a licensed annuity professional looking for a remote contract opportunity with provided appointments and performance-based earning potential, we’d love to hear from you.