Appointment Setting Specialist (Greater Salt Lake City, Hybrid)

Precoa; Orem (UT); Hybrid; USD 21,000 - 30,000; Full time

Benefits offered by this job

40 hrs/week schedule

Bonuses on base pay

Remote or Hybrid option

Engaging in-office culture

Job summary

Precoa in Utah is seeking an Appointment Setting Specialist to start building real sales skills with warm leads and a focus on meaningful conversations.

You'll enjoy a hybrid schedule with a base pay and monthly bonuses, plus training and development. This role emphasizes communication, CRM use, and steady progression within the company.

No door knocking, no cold calls—just thoughtful conversations that help clients plan for peace of mind.

Qualifications

• Interest in sales and building client relationships.
• Empathy, active listening, and clear communication on calls.
• Ability to work hybrid schedule including occasional in-office days in Orem, Utah.
• Familiarity with CRM and video conferencing tools.
• Ability to take notes accurately and type efficiently.

Responsibilities

• Follow up with warm leads who expressed interest.
• Set client appointments with local professionals.
• Guide conversations to craft an intentional plan and gain peace of mind.
• Engage with prospects to explain solutions and drive momentum.
• Maintain records and notes in CRM.

Skills

Sales interest

Empathy

Hybrid schedule

CRM experience

Typing skills

PC skills

Tools

CRM software

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! You'll have flexibility to work the way you work best - partially remote paired with hybrid connection and training in our local Orem office. 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 (hybrid) 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 - preference 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
• Fully remote or hybrid option
• A dynamic, fun and engaging in-office culture including phenomenal training, ping pong, snacks and genuinely kind and caring co-workers
• Pathways 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 Workplace for 15 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.