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Remote Strategy Session Scheduler | Estate Planning Support
Remote / Online - Candidates ideally in
San Diego, San Diego County, California, 92189, USA
Listed on 2026-08-07
San Diego, San Diego County, California, 92189, USA
Listing for:
Triwill Group
Full Time, Remote/Work from Home
position Listed on 2026-08-07
Job specializations:
-
Sales
Appointment Setter/ Scheduler
Job Description & How to Apply Below
Triwill Group is seeking an Intake Scheduling Specialist to manage post-workshop steps, schedule Strategy Sessions, and ensure clients are ready and qualified for attorney meetings. This role protects calendars, enforces policies, and delivers a professional client experience across remote coordination.
The position is full-time, remote, with pay ranging from $8–$10 USD per hour plus commissions, and requires 1–3 years in scheduling or client services with strong written communication and
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