Remote Appointment Setter - Estate Planning Services

United Placement Group; Bradenton (FL); Remote; USD 35,000 - 55,000; Full time

Job summary

An established industry player in estate planning services is seeking a motivated Remote Appointment Setter to connect with warm leads. This role offers the freedom of remote work with flexible hours, allowing you to engage in meaningful conversations that help clients secure their future. You'll receive thorough training and continuous support in a positive, mission-driven team environment. If you have a knack for conversation and a passion for helping others, this is the perfect opportunity to thrive while enjoying excellent compensation.

Benefits

Flexible Hours

Thorough Training

Continuous Support

Positive Team Environment

Qualifications

• Mindset focused on genuine conversations with potential clients.
• 2+ years of experience in outbound appointment setting preferred.

Responsibilities

• Contact warm leads to schedule estate planning consultations.
• Utilize CRM systems to manage leads and track progress.

Skills

Verbal Communication

Interpersonal Skills

Organizational Skills

Attention to Detail

Outbound Appointment Setting

Tools

Salesforce

HubSpot

Microsoft Office Suite

Job description

Remote Appointment Setter – Estate Planning Services

Enjoy the freedom of working from home with flexible hours and excellent compensation!

Are you a friendly, motivated professional with a knack for conversation? Join our reputable estate planning services company as a Remote Appointment Generator and help clients take the next step toward securing their future.

About the Role

As an Appointment Setter, you’ll reach out to warm leads-individuals who have already expressed interest through our direct mail and online inquiries. Your mission: build rapport, provide information, and schedule appointments for our expert consultants, who will guide clients through their estate planning journey.

No cold calling-just genuine conversations with people seeking guidance.

What We Offer

• 100% remote work with flexible hours
• Excellent compensation
• Thorough training and continuous support
• A positive, mission-driven team environment

Key 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, handle objections, and connect authentically with diverse individuals
• Maintain accurate records and ensure a smooth handoff to our consultants

Requirements

• Minimum 2 years of outbound appointment setting experience
• At least 1 year of experience working remotely
• Experience in the financial services sector is a plus
• Proficient in Microsoft Office Suite (Excel, Word)
• Familiarity with autodialers and CRM systems
• Excellent verbal communication and interpersonal skills
• Strong organizational skills and attention to detail
• Reliable high-speed internet and a dedicated workspace
• Impeccable telephone etiquette and the ability to build rapport quickly

Ready to help others achieve peace of mind while enjoying the benefits of remote work? Apply today and join a team that values your skills and supports your success!