Call Center Appointment Setter - Work From Home

California Jobs; San Luis Obispo (CA); Remote; USD 35,000 - 50,000; Full time

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

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About the company

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