Client Scheduling & Follow-Up Coordinator

United Placement Group • Bradenton, FL

3d • $34,000 - $44,000 • Onsite

About The Position

UF Resources is hiring an on-site Client Scheduling & Follow-Up Coordinator in Bradenton, Florida. The coordinator schedules estate-plan delivery appointments and follow-up calls for existing clients, with no cold calling. The role offers training and the opportunity to grow into work with the company’s financial advisors. Compensation is $16 per hour plus a $25 employee bonus per Google review, subject to eligibility requirements. This is a full-time W-2 position with weekly pay. The schedule is Monday through Friday, 8:00 AM–4:30 PM, with no evenings or weekends. The work location is 8725 Pendery Place, Suite 104, Bradenton, FL.

Requirements

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

Responsibilities

• Schedule, confirm, and reschedule 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

• $25 employee bonus per Google review, subject to eligibility requirements.
• Weekly W-2 pay.
• Health insurance after 90 days.
• Dental insurance after 90 days.
• Vision insurance after 90 days.
• Life insurance after 90 days.
• Holiday pay.
• PTO.
• Vacation.
• 401(k) with match.
• Training and a path to work directly with financial advisors.

What This Job Offers

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