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

Golden Valley Health Centers

Registered Dental Assistant (Empire Dental) Job at Golden Valley Health Centers

 ...The Registered Dental Assistant will have the responsibility for assisting the dentist. The Registered Dental Assistant reports directly to the supervising dentist. This position will work out of the Empire Dental Clinic Schedule is Monday- Friday, working... 

Westinghouse Electric - USA

Power BI Developer Job at Westinghouse Electric - USA

 ...Power BI Developer This is a long-term contract position located onsite in Bridgman, MI. You will report to a client manager. Are you interested in being part of an innovative team that supports Westinghouses mission to provide clean energy solutions? At WECTEC Staffing... 

Capstone Logistics

Warehouse Associate Job at Capstone Logistics

 ...Warehouse Associate Capstone Logistics, LLC Glen Burnie, MD (Onsite) Full-Time Shift: 2nd Shift Monday - Friday 2:00 PM to finish Compensation: $700-$1,000 paid weekly! Glen Brunie, MD People want to work at Capstone because of our high-performance culture... 

Grandma Joan Live-in Consulting and Recruiting

Live-in Companion Job at Grandma Joan Live-in Consulting and Recruiting

 ...PLEASE READ FIRST: What do we mean by Live-in? You relocate and move in with a client...  ...full-time, as needed. You have your own private bedroom in their house. You help them as...  ...apply. Instead, you can visit the Live-in Caregiver Association LLC to learn more about live-... 

Princeton Staffing Solutions

Travel Speech Language Pathologist Job at Princeton Staffing Solutions

 ...Job Description Princeton Staffing Solutions is seeking a travel Speech Language Pathologist for a travel job in Granite Falls, Washington. Job Description & Requirements ~ Specialty: Speech Language Pathologist ~ Discipline: Therapy ~ Duration: 40 weeks...