**Monthly Salary: 15,000 MXN per month, Pre Not taxed.**
**Monday - Friday 11 AM - 7 PM CST**
**C1 Advanced English Required.**
**Bonus for LIfe Insurance Experience!!!!!**
**Start Immediately**
**Role Summary**: We are seeking a results-driven and highly organized Virtual Assistant to join our insurance agency as a Coordinator, focused exclusively on **outbound appointment setting**. This role is designed for someone with strong phone presence, the discipline to meet daily call targets, and the organizational skills to manage lead follow-up and CRM updates in a fast-paced environment. You will not be responsible for closing insurance sales — your focus is generating and confirming qualified appointments for the sales team.
This role is part of our **Remote Method framework**, with a structured 60-day certification process to ensure operational independence.
**Key Responsibilities**:
- Make **250 outbound calls daily** to lukewarm leads — prospects who have previously requested information.
- Set and confirm appointments for the sales team using pre-approved scripts.
- Log all calls, notes, and appointment details in **Go High Level CRM**.
- Use **Dialer I.O** for calling and integrate with CRM for tracking.
- Conduct LinkedIn outreach using **Dripify** and manage related social media touchpoints.
- Provide **end-of-day reports** detailing call volume, number of conversations, appointments set, social media activity, and Dripify status updates.
- Participate in **twice-daily check-ins** during the first two weeks (morning and end-of-day) for performance alignment and training.
- Maintain strict adherence to insurance industry compliance and privacy standards.




- Participate in **15-day and 45-day check-in meetings** to review progress and resolve issues.
**Schedule & Hours**:
- **Monday - Friday**: 11:00 AM - 7:00 PM CST.
- Saturday shifts may be added after the 60-day acclimation period.
- Schedule aligns with multi-timezone calling strategy: East Coast mornings and West Coast afternoons.
**Required Skills & Qualifications**:
- **English Proficiency**: C2 or native level (written and spoken).
- Proven experience in outbound calling or appointment setting, preferably in insurance or financial services.
- Strong knowledge of CRM usage (preferably Go High Level).
- Familiarity with Dialer I.O and LinkedIn automation tools (Dripify) is preferred.
- Ability to meet daily call quotas and maintain consistent performance.
- Reliable internet connection and quiet work environment for calls.
**Personality Fit**:
- Persistent, confident, and professional on the phone.
- Highly organized, thrives in a process-driven role.
- Comfortable working independently while meeting strict KPIs.
**Compliance Requirements**:
- Completion of mandatory insurance privacy and compliance training before client outreach.
- Ongoing adherence to all compliance protocols and call handling guidelines.
**Onboarding & Certification Timeline**:
- Week 1-2: Twice-daily check-ins, call quality review, and script reinforcement.
- Day 15: Problem-solving and performance review.
- Day 45: Acclimation wrap-up and operational assessment.
- Day 60: Certification for full operational independence.
Pay: $10,000.00 - $15,000.00 per month
**Experience**:
- Life Insurance : 1 year (preferred)
**Language**:
- Advanced English (required)
Work Location: Remote

📌 Bilingual Virtual Assistant - Insurance Appointment Setter (México)
🏢 Tele-Help
📍 México