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Apex Organizations
We are a fast-growing U.S. financial services organization working with seniors nationwide. Our marketing generates warm, inbound leads from people who requested a free Will Kit / Estate Planning package.
Your role is simple and important:
You do not sell anything.
You do not cold call.
You speak with people who already asked for information and book them onto the calendar for a licensed financial professional.
This is a volume-based, execution-focused role for someone who works fast, speaks clearly, and follows systems.
Calling warm inbound leads who requested a free Will Kit
Confirming interest and basic information
Explaining the free package clearly and confidently
Booking appointments directly onto our calendar system
Updating notes accurately in our CRM
Following scripts while sounding natural and professional
Hitting daily call and booking targets consistently
No cold calling
No selling or closing
No handling payments
No financial advice
Your only KPI is appointments booked and show rate.
Excellent, neutral English (very clear speaking voice)
Comfortable speaking with seniors (55+)
Fast learner who can follow scripts and systems precisely
Reliable internet and a quiet workspace
Strong work ethic – this is a real full-time role
Comfortable making high daily call volume
Prior appointment-setting or call center experience is a plus
High daily call output
Consistent appointment bookings
Clean CRM notes
Strong attendance and reliability
Improvement week over week
Warm leads only (people asked to be contacted)
Clear script and training provided
No pressure sales environment
Long-term opportunity with a growing company
Performance is rewarded
Salary:
Industry: Insurance
Functional Area: Banking / Insurance
Role Category: Sales Executive
Employment Type: Full time
