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Call Center Appointment Setter - Work From Home

California Jobs

San Luis Obispo (CA)

Remote

USD 35,000 - 50,000

Full time

2 days ago
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Job summary

A leading company in estate planning services is seeking a remote Call Center Appointment Setter. The role involves contacting warm leads to set up consultations, utilizing CRM systems, and maintaining organizational accuracy while working flexible hours in a supportive team environment.

Benefits

Competitive pay with flexible hours
Supportive work environment
Opportunity to work remotely

Qualifications

  • Must have excellent communication skills and phone etiquette.
  • Proven ability to handle objections and connect with diverse individuals.
  • Familiarity with CRM systems like Salesforce or HubSpot.

Responsibilities

  • Contact warm leads via phone to set appointments for estate planning consultations.
  • Utilize autodialers and CRM systems to manage leads and track progress.
  • Maintain accurate records and ensure a smooth handoff to consultants.

Skills

Communication
Phone Etiquette
Problem-Solving
Organizational Skills

Tools

CRM Systems
Autodialers

Job description

Call Center Appointment Setter - Work From Home

Employer Industry: Estate Planning Services

Why consider this job opportunity:
- Competitive pay with flexible hours
- Opportunity to work remotely from anywhere in the U.S.
- Immediate hiring for qualified candidates
- Supportive work environment with a focus on authentic connections
- Chance to work with warm leads and make a positive impact on clients' lives

What to Expect (Job Responsibilities):
- Contact warm leads via phone to set appointments for estate planning consultations
- Utilize autodialers and CRM systems (e.g., Salesforce, HubSpot) to manage leads and track progress
- Follow scripts and handle objections while connecting authentically with diverse individuals
- Maintain accurate records and ensure a smooth handoff to consultants
- Collaborate with team members to achieve appointment-setting goals

What is Required (Qualifications):
- Must have excellent communication skills and phone etiquette
- Proven ability to handle objections and connect with diverse individuals
- Familiarity with CRM systems, such as Salesforce or HubSpot
- Strong organizational skills to maintain accurate records
- Availability to work flexible hours as needed

How to Stand Out (Preferred Qualifications):
- Previous experience in a call center or appointment setting role
- Knowledge of estate planning concepts and terminology
- Experience with autodialers and lead management systems
- Ability to work independently and as part of a team
- Strong problem-solving skills and adaptability

#EstatePlanning #CustomerService #RemoteWork #AppointmentSetting #CompetitivePay

We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately.
We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer.

About the company
Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at accessibility@talentify.io or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at aedt@talentify.io or 407-000-0000.

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