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Client Scheduling Follow Up Coordinator

  • Client Scheduling Follow Up Coordinator job type Posted on: Nov 04, 2026
  • Client Scheduling Follow Up Coordinator experience level United Placement Group
  • Client Scheduling Follow Up Coordinator employment type Bradenton, Florida
  • Client Scheduling Follow Up Coordinator salary Salary: $16 per hour
  • Client Scheduling Follow Up Coordinator employment type Onsite
  • Client Scheduling Follow Up Coordinator salary Full-time
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Job Title :

Client Scheduling Follow Up Coordinator

Job Type :

Full-Time

Job Location :

Bradenton Florida United States

Remote :

No

Jobcon Logo Job Description :

UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · $16/hr + $25 bonus per Google review

Schedule estate-plan delivery appointments and follow-up calls for existing clients. No cold calling, weekly pay, and room to grow into work with our financial advisors.

What you'll do

  • Schedule, confirm, and reschedule delivery appointments and follow-up calls
  • Follow up with clients who haven't responded
  • Invite clients to share honest feedback through Google reviews
  • Keep appointment records and call notes accurate

What you get

  • $16/hour plus a $25 employee bonus per Google review (eligibility requirements apply)
  • Weekly W-2 pay, Monday–Friday, 8:00 AM–4:30 PM, no evenings or weekends
  • Health, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match
  • Training and a path to work directly with financial advisors

What you need

  • 1+ year of appointment-setting, call-center, or phone-based customer service experience
  • A clear, friendly phone manner and strong organization

Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.

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Jobcon Logo Position Details

Posted:

Nov 04, 2026

Reference Number:

C03F634222

Employment:

Full-time

Salary:

$16 per hour

City:

Bradenton

Job Origin:

WORKABLE_ORGANIC_FEED

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UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · $16/hr + $25 bonus per Google review

Schedule estate-plan delivery appointments and follow-up calls for existing clients. No cold calling, weekly pay, and room to grow into work with our financial advisors.

What you'll do

  • Schedule, confirm, and reschedule delivery appointments and follow-up calls
  • Follow up with clients who haven't responded
  • Invite clients to share honest feedback through Google reviews
  • Keep appointment records and call notes accurate

What you get

  • $16/hour plus a $25 employee bonus per Google review (eligibility requirements apply)
  • Weekly W-2 pay, Monday–Friday, 8:00 AM–4:30 PM, no evenings or weekends
  • Health, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match
  • Training and a path to work directly with financial advisors

What you need

  • 1+ year of appointment-setting, call-center, or phone-based customer service experience
  • A clear, friendly phone manner and strong organization

Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.

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