Remote Appointment Setter - Estate Planning Services Job at United Placement Group, Bradenton, FL

LzhMKy9JWFdnRmxEVmRpSlZ1V2pUaVFP
  • United Placement Group
  • Bradenton, FL

Job Description

Remote Appointment Setter – Estate Planning Services

Enjoy the freedom of working from home with flexible hours and excellent compensation!

Are you a friendly, motivated professional with a knack for conversation? Join our reputable estate planning services company as a Remote Appointment Generator and help clients take the next step toward securing their future.

About the Role

As an Appointment Setter, you’ll reach out to warm leads-individuals who have already expressed interest through our direct mail and online inquiries. Your mission: build rapport, provide information, and schedule appointments for our expert consultants, who will guide clients through their estate planning journey.

No cold calling-just genuine conversations with people seeking guidance.

What We Offer

  • 100% remote work with flexible hours
  • Excellent compensation
  • Thorough training and continuous support
  • A positive, mission-driven team environment

Key Responsibilities

  • Contact warm leads via phone to set appointments for estate planning consultations
  • Utilize autodialers and CRM systems (e.g., Salesforce, HubSpot) to manage leads and track progress
  • Follow scripts, handle objections, and connect authentically with diverse individuals
  • Maintain accurate records and ensure a smooth handoff to our consultants

Requirements

  • Minimum 2 years of outbound appointment setting experience
  • At least 1 year of experience working remotely
  • Experience in the financial services sector is a plus
  • Proficient in Microsoft Office Suite (Excel, Word)
  • Familiarity with autodialers and CRM systems
  • Excellent verbal communication and interpersonal skills
  • Strong organizational skills and attention to detail
  • Reliable high-speed internet and a dedicated workspace
  • Impeccable telephone etiquette and the ability to build rapport quickly

Ready to help others achieve peace of mind while enjoying the benefits of remote work? Apply today and join a team that values your skills and supports your success!

Job Tags

Remote job, Flexible hours,

Similar Jobs

H&K Equipment, Inc

Diesel Fleet Mechanic Job at H&K Equipment, Inc

 ...as the team that can transport any load: heavy equipment, oil and gas rigging, intermodal and dirt moving machines, cranes, storage tanks...  ...work outdoors and in varying weather conditions Previous experience in a shop or with vehicle maintenance is a plus, but not required... 

CoperUniversity Health Care

ADDICTION MEDICINE PHYSICIAN Job at CoperUniversity Health Care

 ...including the MD Anderson Cancer Center. Short DescriptionCooper University Health Care (CUHC) is seeking an academic addiction medicine physician to join our growing addiction medicine division. Cooper addiction medicine division is an interdisciplinary,... 

Bop LLC - A95

Apparel Stylist, Shopbop Creative Job at Bop LLC - A95

 ...DESCRIPTION Shopbop seeks a versatile Stylist with a strong fashion sense and comprehensive knowledge of current trends, designers, and brands across women's and menswear. This dynamic role offers an opportunity to work with trend-forward product in our Madison, WI... 

Shinavar Agency

Life Insurance Broker Job at Shinavar Agency

 ...******************************** Some of our successful team members include... --A former e-commerce entrepreneur and stay-at-home mom of 4 who recently earned several thousand dollars AND a $1,400 bonus in her first full month --A former dental hygienist and... 

The Call Firm, LLC

Live Chat Agent Job at The Call Firm, LLC

We are looking for a motivated, friendly, and solution-oriented Remote Live Chat Agent to join our customer service team. As a Live Chat Agent, you will be responsible for responding to customer inquiries, resolving issues, and providing excellent service via live chat....