The Hello Team

Remote Outbound Sales & Appointment Setter

United States remote Mid Salary not listed
remote Mid level Technology & IT Curated
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About the role

Job Summary:
We are seeking a motivated and results-driven Remote Outbound Sales & Appointment Setter to manage outbound sales outreach, follow up with leads, communicate with prospective clients, identify sales opportunities, and schedule qualified sales appointments. The ideal candidate is organized, proactive, and sales-driven, with strong communication skills and the ability to build rapport, identify customer needs, handle objections, and work toward performance goals. The company will provide training on its products and industry, while the successful candidate should bring relevant experience in outbound sales, call center sales, appointment setting, collections, or similar customer-facing roles. This position requires strong organizational skills, CRM proficiency, attention to detail, and the ability to manage multiple priorities independently while maintaining accurate records, following established procedures, and collaborating effectively with the team in a fast-paced, customer-focused environment.
Key Responsibilities:

Make outbound calls to prospective members and qualified leads.

Introduce healthcare services and health plan options and identify member needs.

Schedule qualified appointments and follow up with leads.

Use effective sales techniques to build rapport, overcome objections, and secure appointments.

Provide accurate information and professional customer service by phone and email.

Maintain accurate records of calls, appointments, follow-ups, and customer interactions.

Meet individual and team appointment and performance targets.

Follow established scripts, procedures, and applicable regulatory and compliance requirements.

Collaborate with team members to ensure a smooth customer experience.

Perform related administrative and customer service tasks as needed.

Qualifications & Requirements:

Proficient English communication skills (written and spoken).

Previous experience in outbound sales, appointment setting, call centers, collections, or similar roles.

Strong communication, persuasion, negotiation, and interpersonal skills.

Ability to handle objections and overcome customer rebuttals effectively.

Comfortable making a high volume of outbound calls and working toward performance targets.

Ability to follow scripts, procedures, and compliance requirements accurately.

Familiarity with CRM and sales-tracking systems is a plus.

Resourceful, accountable, with a strong sense of ownership.

Out-of-the-box thinker, highly adaptable, reliable, self-motivated, and confident.

Strong problem-solving skills with the ability to work independently.

Strong attention to detail and multitasking skills in fast-paced work environments.

Excellent organizational skills with the ability to manage daily operations.

Proficiency in Microsoft Office (Word, Excel, Outlook).

Familiar with standard business tools (email, spreadsheets, document management).

Ability to quickly learn new systems, software, and workflows.

Ability to follow established processes accurately with minimal supervision.

Ability to work U.S. Eastern Time (New York) business hours and adapt to business needs.

Interested in long-term career opportunities.

Able to undergo a background check.

Reliable computer running Windows 10 or newer, two monitors, and high-speed internet.

Reliable backup power source (e.g., power bank, UPS, inverter, or generator) for uninterrupted work during outages.

Professional home workstation capable of supporting uninterrupted remote work.

Compensation & Benefits:

100% remote work.

Compensation in USD.

Full-time position with 40 hours weekly.

Great work environment with potential for growth.

Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Mid
Technology & IT CRM Customer Service Excel Remote Collaboration Sales Mid level

Likely questions

  1. Tell us about work you have done that is close to the Remote Outbound Sales & Appointment Setter role.
  2. How would you approach your first 30 days at The Hello Team?
  3. Which of CRM, Customer Service and Excel have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with CRM, Customer Service and Excel.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Remote Outbound Sales & Appointment Setter role because I can bring practical experience in CRM, Customer Service and Excel, learn the team quickly, and contribute to the outcomes The Hello Team needs from this hire.

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