Sales Associate - Client Services

ABOUT THE COMPANYSavvital is a forward-thinking organization that provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Our team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday. Our mission is to provide an affordable solution to growing companies through strategic task delegation.

ABOUT THE ROLE

OverviewWe are hiring a driven and professional Sales Appointment Setter to support a growing US-based commercial insurance operation. This role is primarily focused on outbound calling, lead follow-up, and scheduling discovery meetings for onsite sales representatives across contractors and healthcare business segments.

Key Responsibilities

1. Sales Appointment Setting (Primary Focus)

• Make 50–60 outbound calls per day to commercial lines prospects
• Handle all incoming leads generated through social media lead generation forms
• Proactively reach out to leads with a consultative approach
• Schedule discovery meetings on the assigned sales representative's calendar
• Focus outreach on contractors and healthcare business segments
• Build and maintain a consistent pipeline for commercial lines

2. Communication & Client Interaction

• Conduct professional outbound and inbound calls with US business owners
• Maintain clear, accent-neutral English communication at all times
• Follow up with prospects and manage appointment scheduling efficiently

3. CRM & Software Usage

• Work within designated AMS software to manage all activity
• Log call outcomes, appointments, and lead status accurately

Required Skills & Experience

• Experience in commercial lines insurance sales or appointment setting
• Strong outbound calling ability — 50–60 calls per day minimum
• Accent-neutral, professional English communication skills
• Familiarity with US business culture and B2B outreach
• Ability to work independently and hit daily KPIs without supervision
• Experience targeting contractors and/or healthcare clients preferred

Nice to Have

• Prior experience with insurance AMS or CRM platforms
• Background in insurance telemarketing or lead generation
• Familiarity with Meta Ads or Google Ads lead gen workflows

What Success Looks Like

• ✔ Consistent lead flow generated for contractors and healthcare segments
• ✔ Professional, clear communication maintained with US business owners
• ✔ All activity logged accurately in the designated AMS platform
• ✔ Reliable daily call volume of 50–60 calls per day achieved
• ✔ Strong pipeline built and maintained independently

COMPENSATION & BENEFIT

• Base Salary: Market Competitive.
• Allowances: Internet, Electricity, Wellbeing. Medical Insurance for you.
• Performance-based bonuses.
• Annual Bonus and Increments.