Join our vibrant estate planning firm as a Part-Time Call Center Appointment Setter! This role is a perfect opportunity for students and retirees seeking flexible work hours while earning a competitive income. You will play a key role in connecting potential clients with our team, ensuring they receive the information and assistance they need regarding estate planning.

Our goal is simple: to provide empathy and understanding to our clients while scheduling appointments for our experienced representatives. This is strictly a warm lead position; no cold calling is involved. You will receive comprehensive training and the ongoing support necessary to excel, as well as access to our user-friendly systems.

Please note that this is an in-office position.

LOCATION: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Conveniently located behind the BJs at UTC, exit 213)

• Excellent communication skills and telephone etiquette
• Ability to work independently while also being a team player
• Comfortable following a script and managing compliance standards
• Previous experience in appointment setting or customer service is a plus
• Strong organizational skills with a detail-oriented approach
• An enthusiastic mindset, capable of engaging effectively with clients
• Basic computer proficiency with familiarity in Windows-based applications
• Ability to handle objections and work under deadlines

Our compensation package includes:

• Hourly plus commissions and bonuses
• W-2 Compensation paid weekly