Job Ad:

Join Our Growing Team!

Are you passionate about connecting with people and creating meaningful interactions? Our rapidly expanding estate planning firm is looking for part-time Appointment Setters to join our dynamic team. This role is perfect for individuals who enjoy engaging with retirees and helping them connect with our expert sales representatives to address their estate planning needs.

What We Offer:

• Warm Leads Only: Say goodbye to cold calling! We provide you with pre-qualified leads.
• Comprehensive Training: Receive thorough training and ongoing support to master our integrated systems.
• Tools for Success: We equip you with everything you need to excel in your role.
• Part-Time Hours: 9:00 am to 2:30 pm, Monday through Friday

Key Responsibilities:

• Engage with potential clients to schedule appointments for our sales team.
• 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
• Manage and update the appointment calendar to ensure seamless scheduling.

What You Bring:

• Excellent verbal communication skills and a friendly demeanor.
• Strong organizational skills to manage multiple tasks efficiently.
• A results-driven mindset with the ability to handle rejection gracefully.
• Basic computer proficiency (Microsoft Office Suite knowledge is a plus).
• Experience in customer service, sales, or appointment setting is required.

Why Join Us?

Be part of a supportive team that values your growth and success. This opportunity allows you to make a real difference by connecting clients with the resources they need for their future planning.

Apply today and take the first step toward a rewarding career in an exciting and supportive environment!

This is an IN OFFICE position

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

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

Team environment

Ongoing training.