Remote Appointment Setter - Estate Planning Services

New

United Placement GroupEstate Planning Services

United StatesContractMiddle

Salary not disclosed

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Job Details

Experience: Minimum 2 years

Requirements

Minimum 2 years of outbound appointment-setting or inside sales experience
Clear, professional phone presence and strong communication skills
Comfortable working with goals, metrics, and call volume expectations
Ability to follow a script while sounding natural and conversational
Reliable high-speed internet and a quiet, distraction-free home office
Strong self-management, accountability, and consistency in a remote setting

Responsibilities

Make outbound calls to warm, pre-qualified leads interested in estate planning
Use proven scripts to set qualified appointments for our sales professionals
Build rapport quickly and create a positive first impression
Ask good qualifying questions and confirm key details before scheduling
Handle basic objections and keep conversations professional and on track
Document call outcomes accurately in our system and follow up when needed

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