Client Scheduling & Follow-Up Coordinator

United Placement Group; Bradenton (FL); On-site; USD 18,000 - 26,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Holiday pay

PTO

Vacation

401(k) with match

Career development

Job summary

UF Resources in Bradenton, FL is hiring for a full-time, on-site role focused on scheduling estate-plan delivery appointments and follow-up calls for existing clients. The position offers a base pay of $16/hour plus a $25 bonus per Google review, with weekly W-2 pay and a standard 8:00 AM–4:30 PM schedule.

Employees receive health/dental/vision and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match.

Qualifications

• 1+ year of appointment-setting, call-center, or phone-based customer service experience.
• Clear, friendly phone manner and strong organization.

Responsibilities

• Schedule, confirm, and reschedule delivery appointments and follow-up calls.
• Follow up with clients who haven't responded.
• Invite clients to share honest feedback through Google reviews.
• Keep appointment records and call notes accurate.

Skills

Appointment scheduling

Call-center

Tools

CRM software

Job description

UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · $16/hr + $25 bonus per Google review

Schedule estate-plan delivery appointments and follow-up calls for existing clients. No cold calling, weekly pay, and room to grow into work with our financial advisors.

What you'll do

• Schedule, confirm, and reschedule delivery appointments and follow-up calls
• Follow up with clients who haven't responded
• Invite clients to share honest feedback through Google reviews
• Keep appointment records and call notes accurate

What you get

• $16/hour plus a $25 employee bonus per Google review (eligibility requirements apply)
• Weekly W-2 pay, Monday–Friday, 8:00 AM–4:30 PM, no evenings or weekends
• Health, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match
• Training and a path to work directly with financial advisors

What you need

• 1+ year of appointment-setting, call-center, or phone-based customer service experience
• A clear, friendly phone manner and strong organization

Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.