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.

Position Overview

• 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

What You’ll 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 We’re 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 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.