Job Description

An established estate planning firm is experiencing significant growth and is in search of dedicated professionals to fill our Appointment Setter positions. We are particularly interested in individuals who are eager to assist our target demographic – retirees – by connecting them with our knowledgeable sales representatives to address their inquiries.

We offer warm leads, eliminating the need for cold calling. Comprehensive training and continuous hands-on support will be provided on our integrated system to facilitate your success. We supply the necessary tools; your role is to utilize them effectively.

This is an IN OFFICE position

LOCATION: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Conveniently located behind the BJs at UTC, exit 213)

Responsibilities:

• Qualify potential members based on stated criteria
• Assist field representatives by scheduling qualified appointments
• Properly schedule appointments based on location and representative’s travel range and availability

Requirements

• Great telephone etiquette and articulation
• Ability to follow script and compliance
• Ability to handle and overcome objections based on training tools and scripting objectives
• Organized, solid professionalism
• Knowledge in customer service, sales, estate planning or the ability to quickly learn
• An incredible work ethic and willingness to work every day
• Strong negotiating skills
• Familiarity with Windows-based programs
• Ability to work under deadlines while being detail-oriented
• Work independently while being a team player.

Benefits

Hourly Rate: $15.00 plus bonuses
Weekly Payroll

Schedule: 9:00 am to 2:30 pm Monday – Friday; Possible Saturdays

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