Now Hiring - Placement International - Professional Services Part-Time On-Site Appointment Setter (Estate Planning) in Bradenton, FL

Full description of the position

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. Position Overview: * Role: Part-Time On-Site Appointment Setter * Location: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (behind BJs 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 What Youll Do: * 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. What Were Looking For: * 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. What We Offer: * 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 settingno 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, wed love to hear from you.