On-Site Sales Appointment Coordinator - Estate Planning Firm

An established estate planning firm is growing and looking for friendly, motivated professionals to join our team as Part-Time Appointment Setters. This is a great opportunity if you enjoy talking with people, want consistent weekly pay, and like working in a supportive, team-focused environment.

Position Highlights

• On-site, part-time role – IN OFFICE ONLY
• Warm leads only – no cold calling
• Autodialer system provided
• Weekly payroll
• Convenient location near UTC (off I-75, Exit 213)

Location:
8725 Pendery Place, Suite 104
Bradenton, FL 34201
(Conveniently located behind BJ’s at UTC, Exit 213)

About the Role

You will be speaking with retirees who have already expressed interest in learning more about estate planning services. Your primary responsibility is to connect them with our knowledgeable sales representatives by setting qualified appointments. We provide the leads, the tools, and the training—you bring your professionalism and work ethic.

Key Responsibilities

• Call warm leads using our autodialer and follow a provided script
• Qualify potential members based on established criteria
• Schedule qualified appointments for field representatives
• Coordinate appointments based on location, travel range, and rep availability
• Document call outcomes accurately in our system
• Handle and overcome objections using training tools and scripting
• Maintain a professional and courteous demeanor on every call
• Contribute to a positive, team-oriented office environment

What We’re Looking For

• Excellent telephone etiquette and clear articulation
• Ability to follow scripts and remain compliant with guidelines
• Strong organizational skills and professional demeanor
• Experience in customer service, sales, or appointment setting is a plus
• Interest or experience in estate planning is helpful, but not required
• Ability to learn new systems and processes quickly
• Strong work ethic and reliability – shows up ready to work every day
• Comfortable working with Windows-based programs
• Able to work under deadlines while remaining detail-oriented
• Able to work independently while also being a team player
• Confident communication and basic negotiating skills

Compensation & Schedule

• Hourly Rate: $15.00 per hour plus bonuses
• Pay: Weekly payroll
• Schedule:
• Monday – Friday: 9:00 am to 2:30 pm
• Possible Saturdays as needed

If you enjoy helping retirees connect with resources that truly benefit them—and you’re looking for a steady part-time position in a professional, supportive office—we’d love to hear from you.

How to Apply:
Please submit your resume and a brief note explaining why you’d be a great fit for this Appointment Setter role.