Part-Time On-Site Appointment Setter (Estate Planning)
Join our vibrant estate planning firm as a Part-Time Call Center Appointment Setter and help families gain clarity and peace of mind about their future.
This role is ideal for students, retirees, or anyone seeking flexible part-time hours in a professional, mission-driven environment.
Position Overview
- Role: Part-Time On-Site Appointment Setter
- Location: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (behind BJ’s at UTC, Exit 213)
- Compensation: Hourly pay plus commissions and bonuses; W-2, paid weekly
- Leads: Warm leads only – no cold calling
- Environment: In-office, collaborative team setting
What You’ll Do
- Use an outbound dialer to contact warm leads who have already expressed interest in our estate planning services.
- Engage prospects with compassion and patience, providing basic information and building rapport.
- Follow a proven script to qualify interest and schedule appointments with our experienced sales representatives.
- Accurately document call outcomes and appointments in our Windows-based systems/CRM.
- Handle questions and objections professionally while remaining compliant with firm and industry guidelines.
What We’re Looking For
- Excellent verbal communication skills and professional telephone etiquette.
- Experience with outbound dialing, appointment setting, or call center customer service (preferred).
- Comfortable working from a script and following compliance standards.
- Compassionate, patient demeanor and a genuine interest in helping clients feel at ease about estate planning.
- Strong organizational skills and attention to detail.
- Ability to work independently while contributing positively to a team environment.
- Basic computer skills and familiarity with Windows-based applications; CRM or dialer experience is a plus.
- Ability to manage deadlines and meet appointment-setting goals.
What We Offer
- Hourly base pay plus commissions and performance bonuses.
- W-2 employment with weekly pay.
- Comprehensive initial training and ongoing support.
- A supportive, growth-oriented team focused on delivering peace of mind to our clients.
- A professional, in-office setting—no remote work for this position.
If you are a compassionate communicator who enjoys meaningful conversations and wants to help connect warm leads with knowledgeable estate planning professionals, we’d love to hear from you.
