Appointment Setter - Warm Leads
About The Position
The Appointment Setter calls homeowners who requested estate-planning information. All leads are warm; there is no cold calling. Using a proven script, the setter starts conversations, handles hesitation and objections, and books appointments for field representatives. The role also involves recording call notes, following up, and working toward weekly appointment goals. No estate-planning experience is needed; training is provided. The position is on-site at 8725 Pendery Place, Suite 104, Bradenton, Florida, near UTC and I-75 Exit 213. Full-time and part-time schedules are available, both Monday through Friday during daytime hours. Pay is $16 per scheduled hour plus $50 for each completed appointment, paid weekly. Estimated annual earnings are about $51,500 full-time or $30,700 part-time; actual earnings vary based on completed appointments.
Requirements
- At least 1 year of outbound calling, appointment-setting, or outbound phone-sales experience; inbound-only experience does not qualify.
- A clear, confident phone voice and a reliable work history.
- Comfort starting conversations, handling objections, and staying productive between live connections.
Responsibilities
- Call homeowners who requested estate-planning information using warm leads.
- Use the provided script to start conversations and handle hesitation or objections.
- Book appointments for field representatives.
- Record call notes and follow up with leads.
- Work toward weekly appointment goals.
Benefits
- Health, dental, vision, and life insurance for full-time employees.
- Paid time off.
- 401(k).
- Paid training and ongoing coaching.
- Room to grow into member services and telesales roles.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
