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.

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📍 Massachusetts, United States

🧭 Contract

  • Must be a commissioned notary public and have a valid notary license in your state.
  • Experience with estate plan documents such as wills, trusts, and POAs. Understanding of Advance Directives (Living Wills) is a plus.
  • Strong interpersonal skills and ability to communicate effectively with clients.
  • Excellent attention to detail and organizational skills.
  • Ability to manage time effectively and work independently.
  • Reliable transportation and a willingness to travel to client locations.
  • Must complete brief role-specific training and demonstrate understanding of the related documents to be notarized.
  • Travel to various locations to provide prescheduled mobile notary services at the convenience of clients.
  • Verify the identity of signers and ensure that all documents are signed in accordance with state laws and regulations.
  • Review and notarize estate plan documents.
  • Maintain accurate records of all notarial acts performed, including keeping a journal of all transactions.
  • Provide exceptional customer service and address client inquiries in a professional manner.
  • Adhere to the ethical standards set forth by the state and the notary public code of conduct.
Posted 1 day ago
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📍 United States

🔍 Estate Planning

  • Juris Doctor (JD) degree from an accredited law school
  • Admission to the Arkansas State Bar and in good standing with the State Bar
  • 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
  • Medicaid planning is highly desirable
  • Reciprocity with adjacent state is a plus
  • Provide essential legal documentation and services in estate planning, business formation, and asset protection
  • Conduct detailed consultations with clients to understand their goals and needs
  • Develop comprehensive estate plans that meet clients' specific requirements
  • Collaborate with other network attorneys to share ideas and develop consistent approaches to common planning issues

Client relationship management

Posted 9 days ago
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📍 United States

🔍 Financial Services

  • Active Life Insurance License
  • At least 2 years of experience with fixed annuities
  • Active Series 65, or Series 7 & 66, or ChFC
  • Clean U4 if currently registered
  • Advanced communication, sales, and interpersonal skills
  • Proficiency in Microsoft Office
  • Ethical judgment, prioritizing client interests at all times
  • Willingness to travel to meet with clients (occasional overnight stays)
Provide financial advice to clients.
Posted 9 days ago
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📍 United States

🔍 Legal

  • JD from an accredited law school
  • Active and good standing State Bar admission
  • 3+ years of experience in estate planning, business formation, or asset protection
  • Experience with special needs and Medicaid planning (preferred)
  • Established private practice or ability to incorporate this role
  • Multi-state reciprocity (advantageous)
  • Willingness to meet qualified clients in person and remotely
  • Provide expert legal services in estate planning, business formation, and asset protection
  • Deliver personalized guidance that protects clients' assets and secures their legacies
  • Work collaboratively with our support team for streamlined client experiences

Communication SkillsActive listeningClient relationship management

Posted 9 days ago
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📍 United States

🧭 Contract

💸 2600.0 - 3380.0 USD per month

🔍 Sales

  • Minimum 2 years of outbound phone-based appointment setting experience.
  • Recent experience setting appointments for sales reps (field or virtual).
  • Strong communication skills and confidence handling objections.
  • Must be located in the United States.
  • Reliable internet connection and quiet home office setup.
  • Availability for a minimum of 30 hours per week.
  • Make outbound calls to warm leads provided by our marketing team.
  • Follow scripts and processes to book appointments for our licensed sales agents.
  • Accurately record interactions in our CRM.
  • Overcome objections and maintain a high conversion rate.

Communication SkillsSales experienceCRM

Posted 11 days ago
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📍 Bradenton, Florida, United States

🔍 Financial Services

  • Minimum 2 years of outbound appointment setting experience
  • At least 1 year of experience working remotely
  • Experience in the financial services sector is a plus
  • Proficient in Microsoft Office Suite (Excel, Word)
  • Familiarity with autodialers and CRM systems
  • Excellent verbal communication and interpersonal skills
  • Strong organizational skills and attention to detail
  • Reliable high-speed internet and a dedicated workspace
  • Impeccable telephone etiquette and the ability to build rapport quickly
  • Contact warm leads via phone to set appointments for estate planning consultations
  • Utilize autodialers and CRM systems (e.g., Salesforce, HubSpot) to manage leads and track progress
  • Follow scripts, handle objections, and connect authentically with diverse individuals
  • Maintain accurate records and ensure a smooth handoff to our consultants

SalesforceMicrosoft ExcelCustomer serviceMicrosoft Office SuiteVerbal communicationClient relationship managementRelationship managementSales experienceLead GenerationCRM

Posted 16 days ago
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📍 United States

🧭 Contract

💸 50.0 - 65.0 USD per appointment

  • Minimum 2 years of outbound phone-based appointment setting experience.
  • Recent experience setting appointments for sales reps (field or virtual).
  • Strong communication skills and confidence handling objections.
  • Must be located in the United States (we do not hire internationally).
  • Reliable internet connection and quiet home office setup.
  • Availability for a minimum of 30 hours per week.
  • Make outbound calls to warm leads provided by our marketing team.
  • Follow scripts and processes to book appointments for our licensed sales agents.
  • Accurately record interactions in our CRM.
  • Overcome objections and maintain a high conversion rate.

Communication SkillsVerbal communicationSales experienceCRM

Posted 22 days ago
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📍 United States

💸 50.0 - 63.0 USD per per qualified appointment

  • Minimum 2 years of outbound appointment-setting experience.
  • Strong communication skills and the ability to engage and persuade over the phone.
  • High-speed internet and a quiet home office environment.
  • Schedule qualified appointments for our sales team using proven scripts.
  • Build rapport and create strong first impressions over the phone.
  • Overcome objections with confidence and maintain high-quality interactions.

Communication SkillsCustomer serviceSales experience

Posted 25 days ago
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📍 United States

🔍 Estate Planning

  • Juris Doctor (JD) degree from an accredited law school.
  • Active admission to the State Bar and in good standing.
  • 3+ years of experience in estate planning, business formation, or asset protection.
  • Familiarity with special needs and Medicaid planning (highly preferred).
  • An established private practice (or the ability to integrate this role with your existing work).
  • Reciprocity with neighboring states (a plus).
  • Provide legal services related to estate planning, business formation, and asset protection for referred clients.
  • Deliver expert legal guidance that empowers clients to protect their assets and secure their legacies.
  • Collaborate with our support team to ensure an efficient, client-centered legal process.

Client relationship management

Posted 29 days ago
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📍 United States

🔍 Legal

  • JD from an accredited law school
  • Active and good standing State Bar admission
  • 3+ years of experience in estate planning, business formation, or asset protection
  • Provide expert legal services in estate planning, business formation, and asset protection
  • Deliver personalized guidance that protects clients' assets and secures their legacies
  • Work collaboratively with our support team for streamlined client experiences

Written communicationComplianceProblem-solving skillsVerbal communicationActive listeningClient relationship management

Posted 29 days ago
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