An established estate planning firm is experiencing substantial growth and is seeking committed professionals to join our team as Appointment Setters. We are particularly keen to find individuals who are enthusiastic about assisting our target demographicretireesby facilitating connections with our knowledgeable sales representatives to address their inquiries.

We provide warm leads, thereby eliminating the necessity for cold calling. Comprehensive training and ongoing hands-on support will be offered for our integrated system to ensure your success. We furnish the essential tools; your responsibility 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 representatives 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