An established estate planning firm is experiencing significant growth and is in search of dedicated professionals to fill our Appointment Setter positions. We are particularly interested in individuals who are eager to assist our target demographic – retirees – by connecting them with our knowledgeable sales representatives to address their inquiries.
We offer warm leads, eliminating the need for cold calling. Comprehensive training and continuous hands-on support will be provided on our integrated system to facilitate your success. We supply the necessary tools; your role is to utilize them effectively.
This is an IN OFFICE position
LOCATION: 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (Conveniently located behind the BJs at UTC, exit 213)
Responsibilities:
Qualify potential members based on stated criteria
Assist field representatives by scheduling qualified appointments
Properly schedule appointments based on location and representative’s travel range and availability
Great telephone etiquette and articulation
Ability to follow script and compliance
Ability to handle and overcome objections based on training tools and scripting objectives
Organized, solid professionalism
Knowledge in customer service, sales, estate planning or the ability to quickly learn
An incredible work ethic and willingness to work every day
Strong negotiating skills
Familiarity with Windows-based programs
Ability to work under deadlines while being detail-oriented
Work independently while being a team player.
Hourly Rate: $15.00 plus bonuses
Weekly Payroll
Schedule: 9:00 am to 2:30 pm Monday – Friday; Possible Saturdays
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