Remote Appointment Setter - Estate Planning Services

ZipRecruiter; Bradenton (FL); Remote; USD 35,000 - 55,000; Full time

Job summary

Join a reputable estate planning services company as a Remote Appointment Setter. This position offers flexible remote work, excellent training, and a positive team environment. You will help clients schedule appointments with expert consultants, guiding them in securing their future.

Benefits

100% remote work with flexible hours

Thorough training and continuous support

Positive, mission-driven team environment

Qualifications

• Minimum 2 years of outbound appointment setting experience.
• Experience in the financial services sector is a plus.
• Proficient in Microsoft Office Suite.

Responsibilities

• Contact warm leads via phone to set appointments.
• Utilize autodialers and CRM systems to manage leads.
• Maintain accurate records for consultant handoff.

Skills

Verbal communication

Interpersonal skills

Organizational skills

Tools

CRM systems

Job description

Job DescriptionJob DescriptionRemote 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!