Part-Time On-Site Appointment Setter; Estate Planning

Part-Time On-Site Appointment Setter (Estate Planning)

Join our
vibrant estate planning firm as a Part-Time Call Center Appointment Setter and help families gain clarity and peace of mind about their future.

This role is ideal for students, retirees, or anyone seeking flexible part-time hours in a professional, mission-driven environment.

• Role:
  Part-Time On-Site Appointment Setter
• Location:
  
  8725 Pendery Place, Suite 104, Bradenton, FL 34201 (behind BJ’s at UTC, Exit 213)
• Compensation:
  Hourly pay
  plus
  commissions and bonuses; W-2, paid weekly
• Leads:
  Warm leads only – no cold calling
• Environment:
  In-office, collaborative team setting

• Use an outbound dialer to contact warm leads who have already expressed interest in our estate planning services.
• Engage prospects with compassion and patience, providing basic information and building rapport.
• Follow a proven script to qualify interest and schedule appointments with our experienced sales representatives.
• Accurately document call outcomes and appointments in our Windows-based systems/CRM.
• Handle questions and objections professionally while remaining compliant with firm and industry guidelines.

• Excellent verbal communication skills and professional telephone etiquette.
• Experience with outbound dialing, appointment setting, or call center customer service (preferred).
• Comfortable working from a script and following compliance standards.
• Compassionate,
  patient
  demeanor and a genuine interest in helping clients feel at ease about estate planning.
• Strong organizational skills and attention to detail.
• Ability to work independently while contributing positively to a team environment.
• Basic computer skills and familiarity with Windows-based applications; CRM or dialer experience is a plus.
• Ability to manage deadlines and meet appointment-setting goals.

• Hourly base pay plus commissions and performance bonuses.
• W-2 employment with weekly pay.
• Comprehensive initial training and ongoing support.
• A supportive, growth-oriented team focused on delivering peace of mind to our clients.
• A professional, in-office setting—no remote work for this position.

If you are a compassionate communicator who enjoys meaningful conversations and wants to help connect warm leads with knowledgeable estate planning professionals, we’d love to hear from you.