Appointment Setting Specialist (Remote or Hybrid)

Precoa•Orem, UT

10d•$38,000 - $42,000

About The Position

Precoa is hiring an Appointment Setting Specialist to follow up with warm leads who have expressed interest in preplanning and schedule appointments for them with local professionals. The role involves meaningful, thoughtful conversations that help clients explore planning options and gain peace of mind. It is an entry point into sales, with opportunities to build communication and influencing skills through ongoing training and professional development. The position offers a consistent full-time schedule and may be performed fully remotely or in a hybrid arrangement with training and connection at Precoa’s Orem, Utah office. Compensation includes an hourly base salary and monthly bonuses based on performance. Precoa describes its culture as kind, engaging, and focused on progression and craftsmanship, with opportunities to develop skills and advance within the team.

Requirements

Interest in sales.
Demonstrated common sense, compassion, and empathy when communicating by phone and with colleagues.
Ability to work a hybrid schedule; preference for candidates who can periodically work from the Orem, Utah office.
Comfort with PC operations, software, and video conferencing.
Ability to type notes effectively.

Nice To Haves

Experience with CRM systems.
Ability to periodically work in the Orem, Utah office.

Responsibilities

Follow up with warm leads who have expressed interest in preplanning.
Set appointments for clients to meet with local professionals.
Guide meaningful conversations and create momentum with prospective clients.
Develop sales and communication skills through ongoing training and professional development.
Record notes effectively.