OUTBOUND APPOINTMENT SETTER / LIVE TRANSFER SPECIALIST

Farmers Insurance, The Kincanon Agency
  • Wylie, TX
  • $30,000–$35,000 Per Year
  • Instant Apply
1 day ago

Job Description

The Kincanon Agency is growing, and we're looking for a driven, energetic Outbound Appointment Setter / Live Transfer Specialist to join our team in Wylie, TX.


This is a full-time, in-office, high-volume outbound calling position. Your primary responsibility is simple: connect with agency-provided leads, start conversations, identify interest, and create qualified live transfers to our licensed insurance sales team.


What You'll Do:


* Make approximately 300400 outbound calls per day using our dialing technology

* Start conversations and quickly build rapport with prospects

* Identify prospects interested in reviewing their insurance options

* Create a target of 15 qualified live transfers per day

* Follow proven scripts and prospecting processes while still sounding natural

* Accurately document activity and results in our CRM

* Participate in ongoing training, coaching, and role-play

* Maintain a positive, professional attitude in a fast-paced, goal-driven environment


What We're Looking For:


No insurance experience or license is required. We can teach insurancewe're looking for someone with the right attitude and work ethic.


Our ideal candidate is:


* Confident and comfortable on the phone

* Energetic and able to talk to people all day

* Resilient and able to handle rejection without losing momentum

* Competitive and motivated by measurable goals

* Coachable and willing to follow a proven process

* Dependable, disciplined, and consistent

* Comfortable having daily activity and performance measured

* Self-motivated and able to make the next call without being reminded


Compensation & Growth:


This position offers hourly pay plus performance bonuses for qualified live transfers.


This is an entry-level position with real opportunity for advancement. High performers who demonstrate consistency, coachability, and strong sales potential may have the opportunity to obtain their insurance license and advance into a Licensed Insurance Producer position with The Kincanon Agency.


At The Kincanon Agency, we believe in Grit, Integrity, Wisdom, Discipline, Results, Gratitude, and getting 1% better every day.


If you're looking for a position where you can develop valuable sales skills, be rewarded for performance, and potentially build a career in insurance, we want to hear from you.


No insurance experience required. We can teach the business. You bring the drive.


Salary Range: $30000.00 - $35000.00 per year


Benefits

Annual Base Salary + Commission

Paid Time Off (PTO)

Flexible Schedule

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Paid Holidays

Sales Training

Monthly Contests


Responsibilities

* Make approximately 300400 outbound calls per day using agency-provided leads and dialing technology

* Engage prospects in professional, natural conversations and quickly build rapport

* Identify prospects interested in receiving or reviewing an insurance quote

* Generate a target of 15 qualified live transfers per day to licensed sales producers

* Follow agency scripts, call flows, and prospecting processes

* Ask appropriate qualifying questions before transferring prospects

* Maintain accurate notes and update lead activity in the agency CRM

* Consistently work assigned leads and follow established contact strategies

* Meet daily and weekly activity, conversation, and live-transfer goals

* Participate in sales training, coaching, and role-play to continuously improve phone skills

* Maintain a positive, professional, and high-energy approach throughout the workday

* Take ownership of individual performance and actively work to improve results

* Work collaboratively with the sales team to create a smooth handoff from prospect to licensed producer

* Remain focused on outbound prospecting and opportunity generation throughout the day



Requirements

* No insurance experience or insurance license required

* Strong verbal communication and phone skills

* Comfortable making a high volume of outbound calls throughout the workday

* Confident speaking with new people and starting conversations

* Ability to handle rejection and quickly move on to the next opportunity

* Positive, professional, and solution-focused attitude

* Competitive, goal-oriented, and motivated by performance

* Coachable and willing to learn, role-play, and apply feedback

* Dependable with strong attendance and punctuality

* Self-motivated with the ability to stay focused in a fast-paced environment

* Comfortable working with clearly defined activity and performance expectations

* Basic computer skills and ability to learn CRM and dialing technology

* Strong attention to detail when documenting lead activity

* Ability to work full-time, in-office at our Wylie, TX location

* Previous telemarketing, call center, appointment-setting, customer service, or sales experience is a plus, but not required


Numbers & Facts

LocationWylie, TX
Salary$30,000–$35,000 Per Year

Skills

  • Call Centersunmatched
  • Call Volumeunmatched
  • Coachingunmatched
  • Communication Skillsunmatched
  • Computer Skillsunmatched
  • Continuous Improvementunmatched
  • Customer Relationship Management (CRM)unmatched
  • Customer Support/Serviceunmatched
  • Detail Orientedunmatched
  • Documentationunmatched
  • Insuranceunmatched
  • Insurance Salesunmatched
  • Performance Metricsunmatched
  • Presentation/Verbal Skillsunmatched
  • Process Flowunmatched
  • Salesunmatched
  • Sales Prospectingunmatched
  • Scripting (Scripting Languages)unmatched
  • Strategic Planningunmatched
  • Telemarketingunmatched
  • Telephone Skillsunmatched
  • Training/Teachingunmatched

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