Appointment Setting Specialist (Full-Time - Hybrid)

Precoa; Orem (UT); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Unlimited bonuses

In-office culture with ping pong andsn

Growth path and career advancement

Job summary

Precoa is seeking an Appointment Setting Specialist to follow up with warm leads, schedule appointments with local professionals, and help clients plan with confidence. You will improve communication, influence conversations, and grow your sales skills through ongoing training.

You will have a full-time hybrid schedule with a base pay and unlimited bonuses, in-office activities, and a collaborative team culture as part of the Precoa family.

Qualifications

• Interest in sales and helping people.
• Comfort with a hybrid schedule in Orem, UT.
• Ability to use CRM and video conferencing tools.

Responsibilities

• Follow up with warm leads who expressed interest in preplanning.
• Set client appointments with local professionals to craft an intentional plan.
• Communicate effectively to build momentum and trust in conversations.
• Contribute to a stable, high-energy office culture and team success.

Skills

Interest in sales

Empathy on calls

Communication skills

Phone etiquette

Tools

CRM systems

Video conferencing tools

Microsoft Office

Job description

Build real sales skills. Earn money. Keep your schedule consistent.

Most entry-level roles fill your time and allow you to earn a minimum amount. This one builds something more!

If you enjoy connecting with people, understanding what matters to them, and improving with every conversation, this is your entry point into sales. You'll gain confidence on the phone, learn how to guide meaningful conversations, and see your effort translate directly into results.

No door knocking. No cold calling. Just thoughtful conversations with people who have already taken the first step! As one of our customer-facing voices, your work is instrumental to our continued growth!

What You'll Do (and Why You'll Love Doing It)

As an Appointment Setting Specialist with Precoa, you will follow up with warm leads who have already expressed interest in preplanning. You'll set client appointments to meet with a local professional to craft an intentional plan and gain peace of mind. And, you'll also grow your ability to communicate, influence, and create momentum in a conversation!

In this role you can:

• Launch an impactful career: You'll develop your sales skills and level up through ongoing training and professional development so you can benefit now and in the future.
  
• Enjoy a full-time rhythm with room to breathe: A consistent schedule so you can build a career and still balance life outside of work.
  
• Champion needed solutions: You'll be provided warm leads who are interested in the recession-resistant product that you are selling.
  
• Enjoy a stable base + unlimited bonuses: You control what you make with the security of base pay and the excitement of bonuses based on your efforts!

Are you ready to start building experience that pays off?

• Interest in sales
• Demonstrated common sense, compassion, and empathy, on the phone and with colleagues
• Ability to work a hybrid schedule - prefence for those who can periodically work in office in our Orem, Utah location.
• Comfortability with PC operations, software and video conferencing
• Ability to type notes effectively
• Experience with CRM systems a bonus!

What we offer you as part of #PrecoaLife

• Full-time schedule (40/hr/week) with consistency to balance work and life
• Competitive hourly salary with unlimited monthly bonuses
• A dynamic, fun and engaging in-office culture including ping pong, snacks and genuinely kind and caring co-workers
• Clear path to advance within the team as you grow your skills

About Precoa

At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day - bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do.

If you love solving challenges, building real relationships, and driving meaningful results, you'll feel right at home here.

We're a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as a Top Workplaces for 14 consecutive years, we're committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way.

Headquartered in Portland, OR, with a satellite office in Utah, we're a team driven to make a difference - every day, through every connection.