In-Office Autodialer Appointment Coordinator - Estate Planning Firm

United Placement Group • Bradenton, FL

1d • Onsite

About The Position

An established estate planning firm is growing and looking for friendly, motivated professionals to join their team as Part-Time Appointment Setters. This is a great opportunity for individuals who enjoy talking with people, desire consistent weekly pay, and thrive in a supportive, team-focused environment. The role involves speaking with retirees who have already expressed interest in learning more about estate planning services. The primary responsibility is to connect these individuals with knowledgeable sales representatives by setting qualified appointments. The firm provides the leads, tools, and training, expecting professionalism and a strong work ethic from the candidate.

Requirements

• Excellent telephone etiquette and clear articulation
• Ability to follow scripts and remain compliant with guidelines
• Strong organizational skills and professional demeanor
• Ability to learn new systems and processes quickly
• Strong work ethic and reliability – shows up ready to work every day
• Comfortable working with Windows-based programs
• Able to work under deadlines while remaining detail-oriented
• Able to work independently while also being a team player
• Confident communication and basic negotiating skills

Nice To Haves

• Experience in customer service, sales, or appointment setting is a plus
• Interest or experience in estate planning is helpful, but not required

Responsibilities

• Call warm leads using our autodialer and follow a provided script
• Qualify potential members based on established criteria
• Schedule qualified appointments for field representatives
• Coordinate appointments based on location, travel range, and rep availability
• Document call outcomes accurately in our system
• Handle and overcome objections using training tools and scripting
• Maintain a professional and courteous demeanor on every call
• Contribute to a positive, team-oriented office environment

Benefits

• Consistent weekly pay
• Weekly payroll
• Bonuses

What This Job Offers

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