Appointment Setter Bradenton, Florida

Estate Planning Appointment Setter

This is an on-site, part-time role in Bradenton, FL. Remote work is not available.

If you're a people person who's great on the phone and wants a consistent part-time schedule with real earning potential — and the option to grow into something more — this role was built for you.

We're a 40+ year estate planning company with an established call center team in Bradenton. Our appointment setters call warm, interested leads — people who have already raised their hand — and schedule them to meet with one of our field representatives. No cold calling. Ever.

Start part-time. Grow from there.

This role begins as part-time, and that works great for a lot of people. But for the right candidate, it can be a launchpad. As you demonstrate reliability and results, full-time positions and higher-level roles become available. We promote from within — we'd rather grow someone we already trust.

Call warm, pre-qualified leads who have already expressed interest in estate planning services.

Schedule appointments for our outside sales representatives using a proven, structured script.

Bring your own personality and professionalism to every call — friendly, respectful, and reassuring.

Keep accurate notes and records in our system after each call.

$15/hour plus weekly performance bonuses — paid every week.

Consistent part-time schedule:
Monday–Friday, 9:00 AM–2:30 PM. No evenings, no weekends.

On-site at 8725 Pendery Place, Suite 104, Bradenton, FL — near UTC/BJ's, Exit 213.

Warm leads only — your call list is people who asked to be contacted.

Paid training and ongoing coaching so you're never left to figure it out alone.

A clear path to full-time employment for strong performers who want to grow.

You have at least 1 year of phone-based, call center, or customer service experience.

You're comfortable on the phone, build rapport easily, and can follow a script without sounding like you're reading one.

Reliable — you show up, you're on time, and you take ownership of your results.

Coachable — you welcome feedback and want to keep getting better.

You genuinely enjoy helping people and find satisfaction in being part of something meaningful.

Not the right fit if: you're looking for remote work or prefer a role without phone contact.

Apply today — qualified candidates are typically contacted within 48 hours.