Bilingual Outbound Appointment Setter

Mappa; United States; Remote; USD 25,000 - 39,000; Full time

Job summary

Funeral Preplanning Services in the United States is seeking a bilingual outbound appointment setter to connect with individuals exploring preplanning. You will respond to inquiries, follow up with prospects, and make targeted outbound calls to arrange qualified in-person or virtual appointments.

You should be comfortable working remotely, fluent in English and Spanish, and skilled at using scripts and CRM tools to track calls, outcomes, and next steps.

Qualifications

• Demonstrated success with outbound calling and appointment setting, including warm leads and colder outreach.
• Strong spoken English and Spanish, with the ability to adapt a script naturally in both languages.
• A professional, empathetic approach to conversations about a sensitive subject.
• Reliable follow-through, organized recordkeeping, dependable internet, and a quiet place to work.

Responsibilities

• Call new leads from Facebook campaigns promptly and follow up consistently.
• Make outbound calls to selected colder prospect lists using the provided scripts.
• Communicate naturally in English or Spanish, according to each prospect’s preference.
• Answer basic questions, handle objections respectfully, and schedule appointments with the advisor.
• Keep accurate records of calls, outcomes, appointments, and next steps.
• Share feedback on lead quality and appointment attendance.

Skills

Outbound calling

Appointment setting

CRM management

Script execution

Bilingual EN/ES

Job description

Bilingual Outbound Appointment Setter

Funeral Preplanning Services | Remote | Prospects in the United States

We’re looking for an experienced bilingual appointment setter to connect with people in the United States who are exploring funeral preplanning. You’ll respond to new inquiries, follow up with prospective clients, and make targeted outbound calls to arrange qualified in-person or virtual appointments. The role calls for confident outreach and a thoughtful approach to a sensitive topic.

Responsibilities

Call new leads from Facebook campaigns promptly and follow up consistently.

Make outbound calls to selected colder prospect lists using the provided scripts.

Communicate naturally in English or Spanish, according to each prospect’s preference.

Answer basic questions, handle objections respectfully, and schedule appointments with the advisor.

Keep accurate records of calls, outcomes, appointments, and next steps.

Share feedback on lead quality and appointment attendance.

Requirements

Demonstrated success with outbound calling and appointment setting, including warm leads and colder outreach.

Strong spoken English and Spanish, with the ability to adapt a script naturally in both languages.

A professional, empathetic approach to conversations about a sensitive subject.

Reliable follow-through, organized recordkeeping, dependable internet, and a quiet place to work.

What we need you to tackle

Contact new funeral preplanning leads in the United States promptly after they request information.
Follow up with prospects who do not answer and keep each conversation moving toward a clear next step.
Make outbound calls to selected colder prospect lists when new leads are limited.
Speak confidently in English and Spanish, using the provided scripts while adapting naturally to each conversation.
Schedule qualified in-person or Zoom appointments for the advisor and track which appointments are attended.
Keep accurate records of calls, outcomes, and follow-up actions.

Non-negotiable hard skills

• Outbound calling
• Appointment setting
• CRM management
• Script execution

Your day-to-day

• Check for new inquiries and call prospects promptly in their preferred language, English or Spanish.
• Follow up with people you have not reached and make outbound calls to selected prospect lists.
• Use the advisor’s scripts and training to answer basic questions, handle objections with empathy, and confirm interest.
• Schedule in-person or Zoom appointments and share the details with the advisor.
• Log calls, appointments, and next steps, then review what is working with the advisor.

Nice to haves

• Maintain professional, empathetic tone, pacing, and question framing to discuss funeral preplanning without creating discomfort, increasing trust and show rates.
• Analyze call and appointment outcomes to provide actionable feedback to marketing/advisors on lead source quality and show/no-show patterns.