Remote Appointment Setter - Estate Planning Services

Overview

We are seeking an experienced Remote Appointment Setter to schedule phone and virtual appointments for our estate planning team. This role offers solid earning potential and flexibility.

In Short

• Make outbound calls to warm, pre-qualified leads interested in estate planning.
• Use proven scripts to set qualified appointments for our sales professionals.
• Build rapport quickly and create a positive first impression.
• Ask qualifying questions and confirm key details before scheduling.
• Handle basic objections while maintaining professionalism.
• Document call outcomes accurately and follow up as needed.

Requirements

• Minimum 2 years of outbound appointment-setting or inside sales experience.
• Strong communication skills and a professional phone presence.
• Comfortable working with goals and call volume expectations.
• Ability to follow a script while sounding natural.
• Reliable high-speed internet and a quiet home office.
• Strong self-management and accountability in a remote setting.
• US-based candidates only.

Benefits

• Competitive per-appointment compensation.
• Additional bonuses for consistent effort.
• One-time training bonus after onboarding.
• Remote position - work from home.
• Flexible schedule with a minimum commitment of 30+ hours/week.
• Warm, pre-qualified leads provided.
• Training, call scripts, and ongoing support.
• Long-term opportunity in a high-demand market.