Job Description

Appointment Setter

Unifin Inc is a BPO company with multiple operations in North America, Latin America, and Asia Pacific Region. The company recently established its operations in the Philippines, and we are looking for an extraordinary talent who will be part of our pioneer and diverse team. Are you passionate about joining a start-up company where opportunities are unlimited? Do you love taking challenges and making your brilliant ideas into reality? Be one of us and be part of our success story!

Your role as an Appointment Setter includes:

1. Multi-Channel Outreach: Conduct a combination of outbound calls and text messages to individuals and businesses, aiming to generate leads for life insurance products.
2. Life Insurance Knowledge: Develop and maintain a comprehensive understanding of our life insurance offerings to effectively communicate their benefits through calls and texts.
3. Appointment Scheduling: Skillfully schedule appointments for our life insurance agents, consistently meeting and exceeding daily and weekly targets.
4. Fluent English Communication: Clearly articulate the value of life insurance in both verbal and written communication, addressing client inquiries and concerns with professionalism and empathy.
5. Lead Qualification: Conduct thorough needs assessments to identify potential clients who would benefit from our life insurance products.
6. Data Management: Update and maintain accurate records of calls, texts, appointments, and client information in the CRM system.
7. Collaboration: Collaborate closely with the life insurance sales team to ensure seamless communication and handover of qualified leads.

About You:

For you to become a successful candidate for this role:

• Have at least 1-2 years of BPO experience.
• Having experience with sales is a big plus!
• Having background in life insurance is a big plus!
• Proven experience in a high-volume phone dialing and texting role within the life insurance or financial services industry.
• Exceptional English communication skills, both verbal and written.
• In-depth knowledge of life insurance products and industry terminology.
• Ability to make a minimum of 200 calls and texts per day consistently.
• Strong organizational and time-management abilities.

Temporary Work from Home Requirements:

Laptop or Desktop specs:

At least 2.0 GHz Processor (I3, I5, I7 or dual-core & up processor)

At least 8 GB of RAM80 GB HD space with 20GB

Available FreeOne available USB PortUSB Headset (combo Mic and Headset with noise-canceling)

Internet access by Cable or Fiber (DSL, Satellite, etc. is not permitted) Min download Speed of 10mbps and Upload 2mbps.

Hardwired into the PC/Laptop (wireless internet access not permitted)

At UNIFIN, we understand that our corporate success starts by attracting the right people, developing and mentoring those that show potential, and taking steps to retain and promote our top performers.

We believe in our employees and invest in providing the best growth opportunities. Promotions at UNIFIN are based on merit, past performance, and leadership potential. We recognize our top employees and help them succeed.

When you join UNIFIN, you do more than joining a company. You become part of a talented team and self-driven individuals dedicated to bringing success to the Company and their lives.

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