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

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

Join a caring estate planning firm where your conversations truly matter. If you enjoy talking with people, want predictable part-time hours, and like the idea of helping families feel more secure about their future, this role could be a great fit for you.

Why This Part-Time Role Stands Out

• Steady part-time schedule with some flexibility for students, retirees, or those needing work-life balance
• All warm leads – you speak only with people who have already shown interest (no cold calling)
• Hourly pay plus commissions and bonuses, with W-2 weekly pay
• In-office team environment where you’re supported, trained, and never left on your own

Position Overview

• Role: Part-Time On-Site Appointment Setter (Estate Planning)
• Location: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (behind BJ’s at UTC, Exit 213)
• Employment: W-2, paid weekly
• Schedule: Part-time, on-site only (no remote work)

What You’ll Do

• Call warm leads using our outbound dialer to follow up with people who have requested information about estate planning.
• Have friendly, low-pressure conversations that provide basic information and help prospects feel comfortable.
• Use a proven script to qualify interest and set appointments for our experienced sales representatives.
• Record call results and appointments accurately in our Windows-based systems/CRM.
• Answer basic questions, handle simple objections, and stay within firm and industry guidelines.

Who Thrives In This Role

• Strong, confident phone presence with clear and professional communication.
• Experience in outbound calling, appointment setting, or call center work is helpful but not required.
• Comfortable following a script, staying compliant, and working toward clear goals.
• Naturally patient, empathetic, and able to speak sensitively about planning for the future.
• Organized, reliable, and able to manage time and follow-through in a fast-paced call environment.
• Basic computer skills and comfort navigating Windows-based programs; CRM or dialer experience is a plus.

What We Offer

• Hourly base pay plus commissions and performance bonuses for hitting reasonable goals.
• W-2 employment with weekly pay for stability and consistency.
• Paid, structured training so you know exactly what to say and how to be successful.
• Supportive, growth-minded team that celebrates wins and helps you improve.
• Professional, in-office setting with leadership on-site—no remote or work-from-home for this role.

If you enjoy meaningful conversations, want a part-time role that rewards your effort, and like helping connect families with knowledgeable estate planning professionals, we’d love to hear from you.