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

MU1ocFNDbUU5MWxxYzFwZ0dEUGx5Zmxw
  • 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

Lettuce Entertain You Restaurants

Corporate internship - graphic design Job at Lettuce Entertain You Restaurants

 ...Join the Lettuce Summer Internship program as a Corporate Intern! The 2026 program will start May 26th and conclude with the Intern...  ...range of media for multiple Lettuce concepts; collaborating on UI/UX design; assisting with in-house production of print materials; and... 

Otter Creek Child Center

Family and Community Engagement Coordinator Job at Otter Creek Child Center

 ...Summary The Family Engagement and Community Services Coordinator at Otter Creek Child Center (OCCC) will play a pivotal role in fostering strong partnerships between families, the center, and the broader Addison County community. This position is responsible for... 

Terrestris Global Solutions

Instructional Systems Designer Job at Terrestris Global Solutions

 ...Instructional Systems Specialist(ISS), you will support the analysis, design, development, implementation, evaluation, and/or life cycle...  ...(DOS) training programs.As the ISS you will focus on curriculum development, adhering to required formats such as the ADDIE model... 

Entrusted

Drywall Finisher & Painter Job at Entrusted

 ...is a humble learner with at least one year of experience doing drywall installation, painting, and trim installation. If that's you...  ...be doing? Performing all aspects of drywall hanging, framing, finishing, painting, and trim installation in residential homes... 

The NetCircle

German-English Translator (JingAn) Job at The NetCircle

German-English Translator (JingAn)IntroductionThe NetCircle is a foreign-owned high-tech company incorporated since 2006. We specialize in building and maintaining large-scale web-communities for international clients. Being a fast-paced and dynamic multicultural company...