Offer summary

Qualifications:

Minimum of 2 years of outbound appointment setting experience., Experience in the financial services sector is a plus., Strong verbal communication and interpersonal skills., Proficient in Microsoft Office Suite and familiar with CRM systems..

Key responsabilities:

Reach out to warm leads who have expressed interest in estate planning services.

Establish rapport and set appointments for expert consultants.

Provide guidance to clients navigating their estate planning needs.

Utilize autodialers and follow scripts to handle objections effectively.

Job description

Title: Appointment Generator - Work From Home - Flexible Hours and Great Pay

Join us as an Appointment Generator and enjoy the freedom of working from home with flexible hours and excellent compensation. We are a reputable estate planning services provider seeking enthusiastic individuals to connect with potential clients genuinely interested in securing their estate plans.

In this role, you will be responsible for reaching out to warm leads who have expressed interest through our direct mail and online inquiries. Your mission is to establish a rapport and set appointments for our expert consultants, providing invaluable guidance to those navigating their estate planning needs.

WE OFFER THOROUGH TRAINING AND CONTINUOUS SUPPORT TO ENSURE YOUR SUCCESS.

If you possess impeccable telephone skills, a friendly demeanor, and a passion for assisting others, this position is perfect for you. Embrace the opportunity to contribute to the growth of clients' peace of mind while enjoying the benefits of remote work!

Requirements

A Minimum of 2 years of outbound appointment setting experience required.
Experience setting appointments in the financial services sector is a plus.
Familiarity with utilizing autodialers and CRM systems (e.g., Salesforce, HubSpot).
Strong verbal communication and interpersonal skills.
Excellent organizational abilities and attention to detail.
At least 1 year of experience in a remote working environment.
Proficient in Microsoft Office Suite (e.g., Excel, Word).
Access to a reliable high-speed internet connection and a dedicated workspace.
Great telephone etiquette and the ability to connect with diverse individuals.
Capability to follow scripts and handle objections effectively.

Required profile