Job Description

Start Date: TBD

Hours (10-15 hrs. weekly-may be more in the beginning to produce the expected number of appointments). Optional-Saturdays (to be discussed). Best calling times: M-F 8:30-10:30 am, 5:30-7:00 pm, Saturdays 9:30-12:00.

Location: Remote work from home.

Pay Rate: 1099 Contractor - $20 per appointment booked and kept. Payday to occur weekly following the submittal by contractor of a completed activity report. Activity Reports to be completed while work is occurring, and ready for review/discussion. Emailing activity reports to occur on Wednesday evening by 7:30 pm. PayPal will be utilized.

Measurables: Expectation of 15 appointments minimum per week booked on the calendar for Heath. Expected appointments kept is 65-80% when appointment takes place via phone call or zoom within 24-48 hours. If "kept" ratios fall below 65% on a monthly basis, there will be a review conducted on the phone policies and procedures to determine what additional training is needed to get appointments back on track. If low "kept" ratios continue, we will need to reevaluate the position.

Description: Using provided resources and technology to include "Ninja Dialer," "OPT," Google calendar, and provided leads, tracking metrics, completing client qualification forms, and booking appointments; with a goal of having 15-20 appointments booked per week. I also ask that you participate in weekly "Phone Team" on Fridays from 4:00-6:00 pm cst, where agents are dialing via "Zoom" meeting together-so that you can receive coaching and mentoring on a routine basis, while hearing from other rockstar's n the phone. This position has long term growth potential, including but not limited to: Recruiting Admin, Agency Admin, or Agent/Agency Owner (TBD), in addition to the opportunity to work more hours with another agent in the booking appointments.

Mindsets needed to succeed in this position:

Task oriented & consistent day-to-day and week-to-week

Strong and confident posture when calling clients

Pursuit of developing our phone skills continuously

Positive intent in all situations

Growth Mindset geared toward personal development

Ability to work independently

Company Description

INC. ranked our company as one of the fastest growing private companies for the last 5 years running. We have fun and get stuff done. We work on ourselves daily. We go above and beyond to provide the best service for our clients. Our Services include Mortgage Protection/Life Insurance, Final Expense, Debt Free Life, Estate Planning and Retirement Planning. www.theburgeragency.com