Annuity & IUL Appointment Setter
RevenueRemote · USFull-time
You'll be the first voice prospects hear from Bridgeful — sourcing, qualifying, and educating annuity and IUL leads before they ever hit a producer's calendar. This is patient, craft-driven work: no boiler-room dialing, just conversations that earn trust.
What you'll do
- Run outbound and inbound conversations with high-intent annuity and IUL prospects.
- Qualify every lead against a bar we set together — budget, timeline, product fit.
- Educate prospects on IUL basics so producers start every call ahead.
- Book warm appointments directly onto producer calendars and hand off clean notes.
What we're looking for
- 2+ years in appointment setting, SDR, or inside sales — insurance or financial services a plus.
- Clear, confident phone presence and the discipline to follow a process.
- Comfort learning product nuance quickly and explaining it in plain language.
- Track record of hitting activity and quality metrics without cutting corners.
Sound like you?
We read every application ourselves. A short note about a system you fixed goes a long way.
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