Client Scheduling & Follow-Up Coordinator

United Placement Group • Bradenton, FL

2d • Onsite

About The Position

The Client Scheduling & Follow-Up Coordinator schedules estate-plan delivery appointments and follow-up calls for existing clients. This is an on-site, full-time W-2 role in Bradenton, Florida. The position involves no cold calling and offers training and a potential path to work directly with financial advisors. Compensation is $16 per hour, plus a $25 employee bonus per Google review, subject to eligibility requirements. Pay is weekly.

Requirements

• At least 1 year of appointment-setting, call-center, or phone-based customer service experience.
• A clear, friendly phone manner.
• Strong organizational skills.

Responsibilities

• Schedule, confirm, and reschedule estate-plan delivery appointments and follow-up calls.
• Follow up with clients who have not responded.
• Invite clients to share honest feedback through Google reviews.
• Keep appointment records and call notes accurate.

Benefits

• A $25 employee bonus per Google review, subject to eligibility requirements.
• Weekly W-2 pay.
• Health, dental, vision, and life insurance after 90 days.
• Holiday pay.
• Paid time off and vacation.
• 401(k) with match.
• Training and a path to work directly with financial advisors.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed