Appointment Setting Specialist (Remote or Hybrid)
About The Position
The Appointment Setting Specialist follows up with warm leads who have already expressed interest in preplanning and schedules appointments for clients to meet with a local professional and craft an intentional plan. The role is designed to build sales and communication skills through thoughtful conversations, with ongoing training and professional development. The position offers a consistent full-time schedule and can be performed remotely or in a hybrid arrangement with connection and training at the Orem office. Compensation includes base pay and bonuses based on performance.
Requirements
- Interest in sales.
- Demonstrated common sense, compassion, and empathy when speaking with customers and colleagues.
- Ability to work a hybrid schedule; preference is given to those able to periodically work in the Orem, Utah office.
- Comfort with PC operations, software, and video conferencing.
- Ability to type notes effectively.
Nice To Haves
- Experience with CRM systems.
Responsibilities
- Follow up with warm leads who have expressed interest in preplanning.
- Set appointments for clients to meet with a local professional.
- Guide meaningful conversations and develop communication and sales skills.
Benefits
- Competitive hourly salary with unlimited monthly bonuses.
- Fully remote or hybrid work option.
- Training and professional development.
- Pathways to advance within the team.
- In-office culture with training, ping pong, snacks, and caring coworkers.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
