Share this job SVGs not supported by this browser. Description An established estate planning firm is growing and looking for friendly, motivated professionals to join our team as Part-Time Appointment Setters . This is a great opportunity if you enjoy talking with people, want consistent weekly pay, and like working in a supportive, team-focused environment. Position Highlights On-site, part-time role â IN OFFICE ONLY Warm leads only â no cold calling Autodialer system provided Weekly payroll Convenient location near UTC (off I-75, Exit 213) Location: 8725 Pendery Place, Suite 104 Bradenton, FL 34201 (Conveniently located behind BJâs at UTC, Exit 213) About the Role You will be speaking with retirees who have already expressed interest in learning more about estate planning services. Your primary responsibility is to connect them with our knowledgeable sales representatives by setting qualified appointments. We provide the leads, the tools, and the trainingâyou bring your professionalism and work ethic. Key Responsibilities Call warm leads using our autodialer and follow a provided script Qualify potential members based on established criteria Schedule qualified appointments for field representatives Coordinate appointments based on location, travel range, and rep availability Document call outcomes accurately in our system Handle and overcome objections using training tools and scripting Maintain a professional and courteous demeanor on every call Contribute to a positive, team-oriented office environment What Weâre Looking For Excellent telephone etiquette and clear articulation Ability to follow scripts and remain compliant with guidelines Strong organizational skills and professional demeanor Experience in customer service, sales, or appointment setting is a plus Interest or experience in estate planning is helpful, but not required Ability to learn new systems and processes quickly Strong work ethic and reliability â shows up ready to work every day Comfortable working with Windows-based programs Able to work under deadlines while remaining detail-oriented Able to work independently while also being a team player Confident communication and basic negotiating skills Compensation & Schedule Hourly Rate: $15.00 per hour plus bonuses Pay: Weekly payroll Schedule: Monday â Friday: 9:00 am to 2:30 pm Possible Saturdays as needed If you enjoy helping retirees connect with resources that truly benefit themâand youâre looking for a steady part-time position in a professional, supportive officeâ weâd love to hear from you. How to Apply: Please submit your resume and a brief note explaining why youâd be a great fit for this Appointment Setter role. Apply for this job
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