Client Scheduling & Follow-Up Coordinator

United Placement Group; Bradenton (FL); Presencial; USD 18.000 - 26.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with match

Paid time off

Holiday pay

Weekly pay (W-2)

Descripción de la vacante

UF Resources in Bradenton, FL is hiring for an on-site appointment-setting role. You will schedule and manage delivery appointments, conduct follow-ups, and encourage Google reviews, with a clear path to work directly with financial advisors.

This full-time W-2 position offers weekly pay and benefits after 90 days. Ideal candidates have 1+ year in appointment-setting or customer service, a friendly phone presence, and strong organizational skills.

Formación

• 1+ year of appointment-setting, call-center, or phone-based customer service experience.
• Clear, friendly phone manner with strong organization.
• No cold calling experience required or needed.

Responsabilidades

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

Descripción del empleo

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.