United Placement Group

United Placement Group is a staffing agency that specializes in connecting skilled employees with employers across various industries to fulfill their staffing requirements.

Related companies:

Jobs at this company:

Apply

📍 United States

🧭 Part-Time

🔍 Insurance and related financial products

  • A Minimum of 2 years prior OUTBOUND appointment setting experience required.
  • Experience setting appointments for insurance or related financial products considered a plus.
  • Experience using an autodialer.
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and organization skills.
  • 1 year experience working remotely.
  • Experience using CRM systems and sales tools (e.g. Salesforce, HubSpot, ZoomInfo).
  • Familiarity with Microsoft Office Suite (e.g. Excel, Word, PowerPoint).
  • Reliable high-speed internet connection and dedicated workspace.
  • Great telephone etiquette and articulation.
  • Ability to generally follow an approved script and overcome objections.

  • Outbound Calling: Use autodialer to initiate contact with warm leads to cultivate a professional relationship.
  • Appointment Scheduling: Secure appointments for the sales team by effectively communicating the value of our offerings.
  • Lead Management: Maintain accurate records of calls, client interactions, and scheduled appointments using our CRM system.
  • Follow-Up: Conduct follow-up calls to nurture leads and confirm appointments.
  • Collaboration: Work closely with the sales team to ensure they have qualified leads for their consultations.

CollaborationMicrosoft OfficeAttention to detailMicrosoft Office Suite

Posted 2024-11-16
Apply
Apply

📍 Arkansas, United States

🔍 Estate and financial planning services

  • Active membership with the Arkansas State Bar is required.
  • At least three years of experience in estate plan drafting is necessary.
  • Familiarity with modern technology, including Microsoft products and CRMs, is needed.
  • Comfort with virtual communication methods is essential.
  • Prior experience in business formation is highly desirable.
  • Knowledge in special needs, real estate, elder law, taxation, and asset protection would be advantageous.

  • As the estate planning attorney, you will focus on wills, trusts, and related matters.
  • You will receive client introductions and have complete back-office support.
  • Your role allows you to conduct consultations virtually and manage cases without administrative burdens.

Communication SkillsMicrosoft OfficeAttention to detailOrganizational skillsTime ManagementWritten communicationMicrosoft Office Suite

Posted 2024-11-14
Apply
Apply

📍 Vermont, United States

🧭 Contract

🔍 Legal Services

  • Active membership with the Vermont State Bar.
  • Prior private practice experience required.
  • Preference for residency in Vermont.
  • Minimum of three years in estate plan drafting.
  • Familiarity with Microsoft products and CRMs.
  • Comfortable with virtual communication methods.
  • Desirable experience in business formation.
  • Knowledge in special needs, real estate, elder law, taxation, and asset protection.

  • Conduct consultations related to estate planning and business formation.
  • Utilize back-office support for document handling and client management.
  • Collaborate with a network of attorneys to enhance client services.

Communication SkillsMicrosoft OfficeAttention to detailOrganizational skillsTime ManagementWritten communicationMicrosoft Office Suite

Posted 2024-11-14
Apply
Apply

📍 Vermont, United States

🧭 Contract

🔍 Legal Services

  • Active membership with the Vermont State Bar.
  • Private practice experience required.
  • Preferred residency in the state of Vermont.
  • Minimum of three years of experience in estate plan drafting.
  • Familiarity with modern technology, including Microsoft products and CRMs.
  • Comfortable with virtual communication methods.
  • Prior experience in business formation is highly desirable.
  • Knowledge in areas such as special needs, real estate, elder law, taxation, and asset protection would be advantageous.
  • Additional state bar admissions and bilingual skills would be a plus.

  • Draft estate plans for clients.
  • Conduct 100% virtual/telephonic consultations.
  • Collaborate with a network of attorneys.
  • Utilize back-office support services such as document printing and execution assistance.
  • Engage in client base growth without incurring marketing costs.

Communication SkillsMicrosoft OfficeMicrosoft Office Suite

Posted 2024-11-14
Apply
Apply

📍 United States

🔍 Estate and financial planning services

  • Active membership with the Arkansas State Bar.
  • A minimum of three years of experience in estate plan drafting.
  • Familiarity with Microsoft products and CRMs.
  • Comfortable with virtual communication methods.
  • Knowledge in areas like special needs, real estate, elder law, taxation, and asset protection is a plus.

  • Assist clients with estate planning, including wills and trusts.
  • Focus on post-retirement planning and related legal strategies.
  • Manage client consultations and ensure smooth communication.
  • Collaborate with a team to provide comprehensive support.

Communication SkillsMicrosoft OfficeMicrosoft Office Suite

Posted 2024-11-13
Apply
Apply

📍 Arkansas, United States

🔍 Estate and financial planning services

  • Active membership with the Arkansas State Bar
  • Private practice experience required
  • Preferred residency in Arkansas
  • 3-5 years of estate plan drafting experience
  • Familiarity with modern technology including Microsoft products and CRMs
  • Comfortable with virtual communication methods
  • Prior experience in business formation is desirable
  • Knowledge in areas like special needs, real estate, elder law, taxation, and asset protection would be advantageous
  • Professional liability insurance required

  • As estate planning attorney, focus on wills, trusts, and related matters.
  • Attract qualified clients through the company's network.
  • Engage in 100% virtual/telephonic consultations.
  • Work with a supportive team managing administrative tasks.
  • Contribute to specialized post-retirement planning services for clients.

Communication SkillsMicrosoft OfficeMicrosoft Office Suite

Posted 2024-11-13
Apply
Apply

📍 Burlington, Vermont, United States

🧭 Contract

🔍 Estate Planning

  • Juris Doctor (JD) degree from an accredited law school.
  • Admission to the Vermont State Bar and in good standing.
  • Minimum of 3-5 years of experience in estate planning, business formation, and related areas of law.
  • Familiarity with special needs planning is highly desirable.
  • Existing private practice is required.
  • Experience in Medicaid planning is a plus.

  • Assist clients in estate planning and related legal areas.
  • Provide necessary documentation for clients.
  • Work with a dynamic and experienced team to expand client base.
  • Contribute to the growth of the organization.

GoCommunication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceMicrosoft OfficeNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communicationMultitaskingDocumentationMicrosoft Office Suite

Posted 2024-11-13
Apply
Apply

📍 Arkansas, United States

🔍 Estate and Financial Planning Services

  • Active membership with the Arkansas State Bar is required.
  • At least 3-5 years of estate plan drafting experience is necessary.
  • Familiarity with Microsoft products and CRM systems is essential.
  • Knowledge in areas such as probate avoidance, asset protection, taxation, and special needs planning is desirable.

  • As the estate planning attorney, you will focus on wills, trusts, and related legal areas.
  • Your work will be supported by a team that handles marketing, client introductions, and administrative tasks.
  • You will have the opportunity to conduct 100% virtual or telephonic consultations, ensuring flexibility in your schedule.

Communication SkillsMicrosoft OfficeAttention to detailOrganizational skillsTime ManagementWritten communicationMicrosoft Office Suite

Posted 2024-11-13
Apply
Apply

📍 United States

🧭 Contract

🔍 Estate planning services

  • A Minimum of 2 years prior OUTBOUND appointment setting experience required.
  • Experience setting appointments for insurance or related financial products considered a plus.
  • Experience using an autodialer.
  • Excellent communication and interpersonal skills.
  • Strong attention to detail and organization skills.
  • 1 year experience working remotely.
  • Experience using CRM systems and sales tools (e.g. Salesforce, HubSpot, ZoomInfo).
  • Familiarity with Microsoft Office Suite (e.g. Excel, Word, PowerPoint).
  • Reliable high-speed internet connection and dedicated workspace.
  • Great telephone etiquette and articulation.
  • Ability to generally follow an approved script and overcome objections.

  • Contact warm prospects interested in protecting their estate.
  • Serve as the first point of contact for leads generated from direct mail and online inquiries.
  • Set appointments for outside sales representatives with qualified prospects.

Communication SkillsMicrosoft ExcelAttention to detailOrganizational skillsMicrosoft Office Suite

Posted 2024-11-09
Apply
Apply

📍 United States

🧭 Contract

🔍 Legal Services

  • Active membership with the New Hampshire State Bar.
  • Private practice experience required.
  • Preferred residency in New Hampshire.
  • At least three years of experience in estate plan drafting.
  • Familiarity with Microsoft products and CRMs.
  • Comfortable with virtual communication methods.
  • Prior experience in business formation highly desirable.
  • Knowledge of special needs, real estate, elder law, taxation, and asset protection advantageous.
  • Additional state bar admissions and bilingual skills are a plus.

  • Join a network of attorneys providing estate planning services.
  • Conduct virtual/telephonic consultations.
  • Utilize back-office support for client management.
  • Grow a client base without marketing expenses.
  • Ensure a smooth experience from marketing to estate settlement.

Communication Skills

Posted 2024-11-09
Apply
Shown 10 out of 29