Career Opportunities | Zoobla Financial

B2B Appointment Setter

Number of Positions: 2

Location: Newmarket, Ontario

Salary: Performance Based

Hours: Full Time or as agreed upon

The Position

  • Excite local business owners (realtors, insurance agents, dentists, salons, restaurants, ETC) about the opportunity for insurance, benefit, and investments opportunities
  • Qualify and take notes regarding potential client interest, for a Advisor to follow up
  • Handle customer questions
  • Follow do-not-call procedures
  • Responsible for achieving weekly/monthly sales quotas
  • Attend meetings and training sessions as directed by management
  • Complete daily and weekly sales reporting using assigned tools


*Other duties as assigned

Qualifications and Education

  • Strong presentation and verbal communication skills with the ability to “sell the appointment”
  • Able to quickly build a rapport with business owners
  • Positive attitude with high energy level
  • Resilient and tenacious
  • A self-starter who is adaptable
  • Intermediate computer skills with knowledge of MS Office or Google Suite, the ability to navigate the internet (bookmark web pages, send and receive emails, perform Google searches)
  • Previous experience preferred
  • Knowledge of the Insurance Industry an asset

Preferred Skills

  • Proactive
  • Communicate in a Clear, Direct, and Prompt Manner
  • Friendly but Direct, Factual, and Persuasive
  • Good Listener
  • Excellent on the Phone
  • Very organized, working in a streamlined manner
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B2B Appointment Setter - Job Application