United Placement Group · 1 day ago
Part-Time On-Site Appointment Setter (Estate Planning)
Bradenton, FL, US
Full-time, Part-time
Onsite
New Grad, Entry LevelUnited Placement Group is a caring estate planning firm where your conversations truly matter. They are seeking a Part-Time On-Site Appointment Setter to call warm leads and help families feel more secure about their future by setting appointments for sales representatives.
Staffing & Recruiting
Responsibilities
Call warm leads using our outbound dialer to follow up with people who have requested information about estate planning
Have friendly, low-pressure conversations that provide basic information and help prospects feel comfortable
Use a proven script to qualify interest and set appointments for our experienced sales representatives
Record call results and appointments accurately in our Windows-based systems/CRM
Answer basic questions, handle simple objections, and stay within firm and industry guidelines
Qualification
Required
Strong, confident phone presence with clear and professional communication
Comfortable following a script, staying compliant, and working toward clear goals
Naturally patient, empathetic, and able to speak sensitively about planning for the future
Organized, reliable, and able to manage time and follow-through in a fast-paced call environment
Basic computer skills and comfort navigating Windows-based programs
Preferred
Experience in outbound calling, appointment setting, or call center work is helpful but not required
CRM or dialer experience is a plus
Benefits
Commissions and bonuses
W-2 employment with weekly pay
Paid, structured training
Supportive, growth-minded team
Company
United Placement Group
United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity.
Founded in 2022
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase