Established Estate Planning company is experiencing tremendous growth and is seeking career-minded professionals to fill our Appointment Setter positions. Specifically, we are looking for people who want to serve our target market – Retirees – by putting them in front of our knowledgeable sales representatives to get the answers they need.

We provide warm leads so there is no cold calling. We provide training and full hands-on support on our integrated system to help ensure your success. We provide the tools, you just need to use them.

This is an IN OFFICE position

LOCATION: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Conveniently located behind the BJs at UTC, exit 213)

Responsibilities:

• Qualify potential members based on stated criteria
• Assist field representatives by scheduling qualified appointments
• Properly schedule appointments based on location and representative’s travel range and availability

Requirements

• Great telephone etiquette and articulation
• Ability to follow script and compliance
• Ability to handle and overcome objections based on training tools and scripting objectives
• Organized, solid professionalism
• Knowledge in customer service, sales, estate planning or the ability to quickly learn
• An incredible work ethic and willingness to work every day
• Strong negotiating skills
• Familiarity with Windows-based programs
• Ability to work under deadlines while being detail-oriented
• Work independently while being a team player.

Benefits

Hourly Rate: $15.00 plus bonuses
Weekly Payroll

Schedule: 9:00 am to 2:30 pm Monday – Friday; Possible Saturdays