Remote Appointment Setter - Estate Planning Services

Overview

As a Remote Appointment Setter for estate planning services, you will engage with warm leads to schedule consultations, providing valuable support in securing clients' futures.

In Short

• Work from home with flexible hours
• Contact warm leads to set appointments
• No cold calling required
• Utilize autodialers and CRM systems
• Maintain accurate records
• Receive thorough training and support
• Join a positive, mission-driven team
• Excellent compensation offered
• Build rapport with clients
• Focus on estate planning consultations

Requirements

• Minimum 2 years of outbound appointment setting experience
• At least 1 year of remote work experience
• Experience in financial services is a plus
• Proficient in Microsoft Office Suite
• Familiarity with autodialers and CRM systems
• Excellent verbal communication skills
• Strong organizational skills
• Reliable high-speed internet
• Impeccable telephone etiquette

Benefits

• 100% remote work
• Flexible hours
• Thorough training provided
• Continuous support from the team
• Positive team environment