Remote Appointment Setter – Estate Planning Services Enjoy the freedom of working from home with flexible hours and excellent compensation! Are you a friendly, motivated professional with a knack for conversation? Join our reputable estate planning services company as a Remote Appointment Generator and help clients take the next step toward securing their future. About the Role As an Appointment Setter, you’ll reach out to warm leads-individuals who have already expressed interest through our direct mail and online inquiries. Your mission: build rapport, provide information, and schedule appointments for our expert consultants, who will guide clients through their estate planning journey. No cold calling-just genuine conversations with people seeking guidance. What We Offer 100% remote work with flexible hours Excellent compensation Thorough training and continuous support A positive, mission-driven team environment Key Responsibilities Contact warm leads via phone to set appointments for estate planning consultations Utilize autodialers and CRM systems (e.g., Salesforce, HubSpot) to manage leads and track progress Follow scripts, handle objections, and connect authentically with diverse individuals Maintain accurate records and ensure a smooth handoff to our consultants Requirements Minimum 2 years of outbound appointment setting experience At least 1 year of experience working remotely Experience in the financial services sector is a plus Proficient in Microsoft Office Suite (Excel, Word) Familiarity with autodialers and CRM systems Excellent verbal communication and interpersonal skills Strong organizational skills and attention to detail Reliable high-speed internet and a dedicated workspace Impeccable telephone etiquette and the ability to build rapport quickly Ready to help others achieve peace of mind while enjoying the benefits of remote work? Apply today and join a team that values your skills and supports your success! United Placement Group
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