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

MldhMlB2Y0JQa0p1ektsbjM2dlYrS1E1
  • 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

The McAlear Group

Machinist / CNC Programmer Job at The McAlear Group

 ...systems to reduce waste Assist in researching and developing process improvements and future methods Collaborating with other machinists, operators, engineers, or customers daily Develop and maintain preventative maintenance procedures for equipment Create... 

Sharp Medical Staffing

Travel Nurse RN - Case Manager, Utilization Review - $2,211 per week Job at Sharp Medical Staffing

 ...Sharp Medical Staffing is seeking a travel nurse RN Case Manager, Utilization Review for a travel nursing job in White Plains, New York. Job Description & Requirements ~ Specialty: Utilization Review ~ Discipline: RN ~ Start Date: 06/09/2025~ Duration: 13... 

Sears Holdings Corporation

Call Center/Remote Sales Inbound Representative Job at Sears Holdings Corporation

 ...recently purchased. The Telephone Sales Advisor also answers questions from existing or prior Protection...  ...basis. WE ARE HIRING!!! JOIN OUR SEARS HOME SERVICES SALES TEAM! Would you like the Opportunity to Work-Onsite at our CALL CENTER? OR want to WORK from... 

Agility Partners

Desktop Analyst Job at Agility Partners

 ...tools and help desk software. - Excellent problem-solving and communication skills. - Ability to work independently and manage multiple tasks simultaneously. - Relevant certifications (e.g., CompTIA A+, Microsoft Certified Desktop Support Technician) are a plus.... 

Snowshoe Mountain

Starbucks Manager Job at Snowshoe Mountain

 ...Driver's license and ability to pass the Snowshoe Driving Program Preferred Experience: ~3 years retail / customer service management experience or ~4+ years of US Military service Strong organizational, interpersonal and problem solving skills...