About The Position

This is a full-time career path opportunity for top performers in a Sales Appointment Setter role. The company is a 40+ year estate planning company with an established call center team. The role involves calling warm, interested leads and booking appointments for field representatives. There is no cold calling involved. The position offers a steady schedule with real earning potential and a defined path for advancement into positions with expanded responsibilities and higher earning potential for strong performers who consistently meet or exceed appointment goals. The company promotes from within, allowing for income and scope growth over time.

Requirements

  • 1+ year of phone-based, call center, or customer service experience
  • Experience with direct appointment-setting or sales-closing
  • Comfortable on the phone; can follow a script, build rapport, and handle warm leads professionally
  • Eligible to work in the United States
  • Able to work on-site

Responsibilities

  • Call warm, pre-qualified leads interested in estate planning
  • Schedule appointments using a proven script
  • Bring a friendly, professional phone presence
  • Keep accurate notes in our system

Benefits

  • $15/hour + weekly performance bonuses (paid weekly)
  • Set schedule: Mon–Fri, 9:00 AM–2:30 PM (no evenings, no weekends)
  • Warm leads only — no cold calling
  • Paid training and ongoing coaching
  • A structured path to full-time for high performers who want to grow
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