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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🔥 Remote Work from Home Appointment Setting Sales Assistant

Posted 3 days ago

📍 Bradenton, Florida, 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 prospects who have shown interest in estate planning services.
Set appointments based on warm leads from direct mail and online inquiries.
Serve as the first point of contact for potential clients.
Follow an approved script and handle objections effectively.

SalesforceMicrosoft Office SuiteCRM

Posted 3 days ago

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🔥 Estate Planning Outside Sales - Warm Leads

Posted 3 days ago

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🔥 Estate Planning Attorney - Contract/Remote

Posted 9 days ago

📍 United States

🧭 Contract

🔍 Legal Services

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.
Medicaid planning is a plus.

Provide estate and business planning services.
Engage in client interactions.
Participate in weekly meetings with network members.
Attend monthly presentations on estate and financial planning topics.
Access diverse clientele and encounter various client types and challenges.

Posted 9 days ago

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🔥 Contract Estate Planning Attorney: Grow Your Practice, No Cost Client Intro

Posted 11 days ago

📍 Iowa, United States

🧭 Contract

🔍 Estate and financial planning services

Active membership with the Iowa State Bar.
Private practice experience required.
At least three years of experience in estate plan drafting.
Familiarity with technology including Microsoft products and CRMs.
Comfortable with virtual communication methods.

Focus on providing legal expertise in estate planning, specifically on wills and trusts.
Handle legal matters while the company takes care of administrative and marketing tasks.
Conduct 100% virtual or telephonic consultations.

Microsoft Office

Posted 11 days ago

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🔥 Network Estate Planning Attorney Opportunity: Flexible Schedule

Posted 11 days ago

📍 Iowa, United States

🔍 Estate and financial planning services

Active membership with the Iowa State Bar.
Minimum three years of experience in estate plan drafting.
Private practice experience required.
Residence in Iowa is preferred.
Familiarity with modern technology including Microsoft products and CRMs.
Prior experience in business formation is highly desirable.
Knowledge in special needs, elder law, taxation, and asset protection is advantageous.
Bilingual skills would be a plus.

Specialize in post-retirement planning.
Assist clients and their families with legal, financial, and tax strategies.
Focus on estate planning matters like wills and trusts.
Manage client consultations virtually.

Posted 11 days ago

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🔥 Contract Opportunity: Estate Planning Attorney: Grow Your Practice

Posted 11 days ago

📍 Iowa, United States

🧭 Contract

🔍 Estate and financial planning services

Active membership with the Iowa State Bar.
Private practice experience required.
At least three years of experience in estate plan drafting.
Familiarity with Microsoft products and CRMs.
Understanding of business formation, taxation, and asset protection is advantageous.
Comfort with virtual communication methods.
Professional liability insurance.

Assist clients in estate planning with emphasis on wills and trusts.
Engage in comprehensive legal, financial, and tax strategies.
Conduct 100% virtual/telephonic consultations.
No marketing or administrative tasks, supported by a dedicated team.

Posted 11 days ago

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🔥 Attorney in New Hampshire Estate Planning - Remote, Grow Your Practice

Posted 14 days ago

📍 New Hampshire, United States

🔍 Estate Planning

Juris Doctor (JD) degree from an accredited law school.
Active admission to the State Bar and in good standing.
3-5 years of experience in estate planning, business formation, or related areas of law.
Familiarity with special needs planning is highly desirable.
Existing private practice.
Experience in Medicaid planning (preferred).
Reciprocity with neighboring states (a plus).

Provide estate planning, business formation, and asset protection services to Legacy Assurance Plan clients.
Deliver compassionate and knowledgeable legal counsel that aligns with our commitment to client peace of mind.
Collaborate with our team to support clients’ needs through an efficient, client-centered approach.

Posted 14 days ago

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🔥 Contract Opportunity: Network Attorney - Estate Planning - Flexible Sche

Posted 14 days ago

📍 United States

🧭 Contract

🔍 Estate planning and business formation

Active membership with the Connecticut State Bar.
Private practice required.
Residency in the state of Connecticut required.
At least 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 highly desirable.
Knowledge in special needs, real estate, elder law, taxation, and asset protection would be advantageous.
Additional state bar admissions would be a plus.
Bilingual skills would be a plus.

Offering expert legal advice and services relating to estate planning and business formation.
Preparing and reviewing a range of legal documents, including wills, trusts, contracts, and business formation documents.
Collaborating with clients to analyze their requirements and develop tailored solutions.
Staying updated on relevant legal developments and regulatory changes.

Posted 14 days ago

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🔥 Attorney in Connecticut Estate Planning - Remote, Grow Your Practice

Posted 14 days ago

📍 Connecticut, United States

🔍 Estate Planning

Juris Doctor (JD) degree from an accredited law school.
Active admission to the State Bar and in good standing.
3-5 years of experience in estate planning, business formation, or related areas of law.
Familiarity with special needs planning is highly desirable.
Existing private practice.
Experience in Medicaid planning (preferred).
Reciprocity with neighboring states (a plus).

Provide estate planning, business formation, and asset protection services to Legacy Assurance Plan clients.
Deliver compassionate and knowledgeable legal counsel that aligns with our commitment to client peace of mind.
Collaborate with our team to support clients’ needs through an efficient, client-centered approach.

Posted 14 days ago

Apply

🔥 Attorney in Vermont Estate Planning - Remote, Grow Your Practice

Posted 14 days ago

📍 Vermont, United States

🔍 Estate planning

Juris Doctor (JD) degree from an accredited law school.
Active admission to the State Bar and in good standing.
3-5 years of experience in estate planning, business formation, or related areas of law.
Familiarity with special needs planning is highly desirable.
Existing private practice.
Experience in Medicaid planning (preferred).
Reciprocity with neighboring states (a plus).

Provide estate planning, business formation, and asset protection services to Legacy Assurance Plan clients.
Deliver compassionate and knowledgeable legal counsel that aligns with the commitment to client peace of mind.
Collaborate with the team to support clients' needs through an efficient, client-centered approach.

Posted 14 days ago

Apply

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United Placement Group

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