Appointment Setter

Company Description

Triex Partners Ltd. specializes in providing outbound lead generation, warm client re-engagement, and appointment-setting services for independent P&C insurance brokers across Canada and the U.S. By acting as an extension of our clients' brokerages, we help generate consistent, qualified conversations with insurance buyers, enabling advisors to focus on what they do best. Our services include appointment setting, warm transfers with decision-makers, and re-engagement of dormant clients, all with an emphasis on delivering measurable results. With a North America focus, we are committed to fostering more qualified conversations, more quotes, and more written business for our clients.

Role Description

This is a remote, contract role for an Appointment Setter. The primary responsibilities include contacting potential prospects, past clients, or dormant accounts to schedule qualified appointments. The role involves identifying decision-makers, sch...