In-House Appointment Setter - Estate Planning Firm

Location: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Behind BJs at UTC, Exit 213)
Schedule: Monday–Friday, 9:00am–2:30pm; Occasional Saturdays (Full-time potential)
Compensation: $15.00/hour + Bonuses | Weekly Payroll

Are you an organized, motivated professional with a passion for helping others? Join our established and rapidly growing estate planning firm as an Appointment Setter and play a vital role in connecting retirees with our experienced sales representatives. This is an in-office position—no remote work.

What You'll Do

• Qualify potential members based on set criteria and ensure they are a good fit for our services.
• Schedule appointments for field representatives, considering location, travel range, and availability.
• Support the sales team by facilitating smooth and efficient connections between clients and reps.
• Manage the appointment calendar to avoid conflicts and maximize productivity.
• Follow scripts and compliance guidelines to maintain consistency and professionalism.
• Overcome objections using training and provided tools.
• Maintain accurate records of all calls, appointments, and client interactions.

What We’re Looking For

• Excellent phone etiquette and clear articulation
• Ability to follow scripts and handle objections professionally
• Strong organizational skills and attention to detail
• Professional demeanor and work ethic
• Customer service, sales, or estate planning experience—or the ability to learn quickly
• Familiarity with Windows-based programs
• Ability to work independently while being a team player
• Willingness to work every day and meet deadlines

Why Join Us?

• No cold calling: All leads are warm—individuals who have already shown interest.
• Comprehensive training: We’ll teach you everything you need to know, from our systems to objection handling.
• Ongoing support: You’ll have hands-on help from our team to ensure your success.
• Bonuses: Earn extra for your performance on top of your hourly wage.
• Growth potential: Be part of a company that’s growing and values internal advancement.

Ready to make a difference and grow your career? Apply today to join our supportive, professional team!