Insurance Appointment Setter

Position :
Appointment Setter – Insurance

Location:
North West London

Purpose of Role

To support a long-established, family-run insurance brokerage by generating and qualifying leads, engaging with prospective personal and commercial clients, and booking high-quality appointments for experienced insurance brokers to provide expert advice and tailored cover. This client-focused, independent firm (regulated by the Financial Conduct Authority) values building trust from the first contact, helping drive new business growth in a supportive team environment.

Responsibilities

• Making outbound calls to warm and targeted leads to introduce insurance solutions and identify client needs
• Qualifying prospects to ensure they match the brokerage’s specialist offerings (personal lines, commercial, or niche protections)
• Handling inbound enquiries from marketing responses or referrals
• Scheduling and confirming appointments for brokers, providing key details to prepare for productive meetings
• Overcoming common objections, building rapport quickly, and maintaining accurate records of interactions
• Achieving daily/weekly targets for conversations and booked appointments while ensuring compliance with regulatory standards

Day-To-Day

A typical day involves high-volume phone-based activity: reviewing lead lists, making outbound calls to business owners/directors or individuals, qualifying interest through structured conversations, addressing questions about insurance options, booking calendar slots for brokers, following up on no-shows or partial leads, updating CRM systems, and collaborating with the team on lead quality. The role combines proactive sales outreach, strong listening skills, and organisation, with opportunities to earn commission based on successful appointments that convert.

Experience

Previous experience in appointment setting, telesales, lead generation, or a client-facing sales role (ideally within insurance, financial services, or a similar regulated environment) is preferred. Experience handling outbound calls, qualifying leads, or working with CRM systems is highly desirable. Candidates with strong phone-based sales backgrounds from other sectors will also be considered, provided they demonstrate resilience and target-driven performance.

Skills

• Excellent telephone communication and persuasion skills with a confident, professional manner
• Strong active listening and objection-handling abilities
• Target-oriented mindset with the drive to meet and exceed appointment-booking goals
• Good organisational skills and attention to detail for accurate record-keeping
• Basic understanding of insurance products or willingness to learn quickly
• Self-motivated, resilient under pressure, and comfortable in a performance-measured role
• Commitment to ethical sales practices and regulatory compliance

Contact Expert:

Glenn Youens, Senior Consultant on

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