Part-Time On-Site Appointment Setter (Estate Planning)

United Placement Group • Bradenton, FL

2d • Onsite

About The Position

Part-Time On-Site Appointment Setter (Estate Planning) Join our vibrant estate planning firm as a Part-Time Call Center Appointment Setter and help families gain clarity and peace of mind about their future. This role is ideal for students, retirees, or anyone seeking flexible part-time hours in a professional, mission-driven environment. Position Overview Role: Part-Time On-Site Appointment Setter Location: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (behind BJ’s at UTC, Exit 213) Compensation: Hourly pay plus commissions and bonuses; W-2, paid weekly Leads: Warm leads only – no cold calling Environment: In-office, collaborative team setting

Requirements

• Excellent verbal communication skills and professional telephone etiquette.
• Experience with outbound dialing, appointment setting, or call center customer service (preferred).
• Comfortable working from a script and following compliance standards.
• Compassionate, patient demeanor and a genuine interest in helping clients feel at ease about estate planning.
• Strong organizational skills and attention to detail.
• Ability to work independently while contributing positively to a team environment.
• Basic computer skills and familiarity with Windows-based applications; CRM or dialer experience is a plus.
• Ability to manage deadlines and meet appointment-setting goals.

Nice To Haves

• Experience with outbound dialing, appointment setting, or call center customer service
• CRM or dialer experience

Responsibilities

• Use an outbound dialer to contact warm leads who have already expressed interest in our estate planning services.
• Engage prospects with compassion and patience, providing basic information and building rapport.
• Follow a proven script to qualify interest and schedule appointments with our experienced sales representatives.
• Accurately document call outcomes and appointments in our Windows-based systems/CRM.
• Handle questions and objections professionally while remaining compliant with firm and industry guidelines.

Benefits

• Hourly base pay plus commissions and performance bonuses.
• W-2 employment with weekly pay.
• Comprehensive initial training and ongoing support.
• A supportive, growth-oriented team focused on delivering peace of mind to our clients.
• A professional, in-office setting—no remote work for this position.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed