Offer summary

Qualifications:

Minimum 2 years of outbound appointment setting experience, At least 1 year of experience working remotely, Proficient in Microsoft Office Suite and familiar with CRM systems, Excellent verbal communication and interpersonal skills..

Key responsibilities:

Contact warm leads via phone to set appointments for estate planning consultations

Utilize autodialers and CRM systems to manage leads and track progress

Follow scripts and handle objections while connecting with individuals

Maintain accurate records and ensure a smooth handoff to consultants.

Job description

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!

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