Remote Appointment Setter - Estate Planning Services

United Placement Group

8h • Remote

About The Position

We are seeking an experienced Remote Appointment Setter to schedule phone and virtual appointments for our estate planning team. This 1099/contract, remote position offers solid earning potential and flexibility for individuals with a proven track record in outbound appointment setting. The role involves helping families protect their estates from home by connecting them with sales professionals.

Requirements

• Minimum 2 years of outbound appointment‑setting or inside sales experience
• Clear, professional phone presence and strong communication skills
• Comfortable working with goals, metrics, and call volume expectations
• Ability to follow a script while sounding natural and conversational
• Reliable high‑speed internet and a quiet, distraction‑free home office
• Strong self‑management, accountability, and consistency in a remote setting
• US‑based candidates only

Responsibilities

• Make outbound calls to warm, pre‑qualified leads interested in estate planning
• Use proven scripts to set qualified appointments for our sales professionals
• Build rapport quickly and create a positive first impression
• Ask good qualifying questions and confirm key details before scheduling
• Handle basic objections and keep conversations professional and on track
• Document call outcomes accurately in our system and follow up when needed

Benefits

• Competitive per‑appointment compensation (paid per qualified appointment set)
• Additional dialing/production bonuses to reward consistent effort
• One‑time training bonus after successful completion of onboarding
• Remote position – work from your home office
• Flexible schedule with a minimum weekly hours commitment (typically 30+ hours)
• Warm, pre‑qualified leads (no pure cold‑calling lists)
• Training, call scripts, and ongoing support to help you be effective
• Long‑term opportunity in a high‑demand, estate planning market

What This Job Offers

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