Appointment Setter (WFH)

About the Opportunity

We work with union members, association members, and working families across North America who have requested information about their available benefit programs.

This role is focused on helping people who are already looking for guidance, not chasing leads or making random calls.

That means:

• No cold calling
• No door-to-door work
• No contacting people who have not requested information
• Conversations with members who are expecting support

This position is a strong fit for someone who enjoys flexibility, working independently, and helping others, while still having access to training, mentorship, and a proven team system.

What You’ll Do

• Speak with members by phone, Zoom, or virtual appointment
• Review the benefit information they requested
• Explain available options in a simple and professional way
• Help families understand programs that may fit their needs
• Provide follow-up support and maintain long-term client relationships
• Take part in ongoing training, coaching, and mentorship
• Develop leadership skills as you grow within the organization
• Contribute to a positive, goal-driven team environment

What We’re Looking For

• Strong communication and people skills
• Comfort using basic computer systems and online platforms
• Good organization and time-management habits
• The ability to work independently and stay accountable
• A positive attitude and willingness to learn
• Motivation to grow personally and professionally
• Ability to complete a standard background check

What You’ll Receive

• Complete training provided
• No prior experience required
• Weekly pay with performance-based bonuses
• Flexible scheduling options
• Remote work-from-home opportunity
• Clear advancement path into leadership
• Ongoing mentorship and team support
• Recognition programs and travel incentives for top performers

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