Alliance America ยท 1 day ago
Part-Time On-Site Appointment Setter (Estate Planning)
Bradenton, Florida, United States
Full-time, Part-time
Onsite
New Grad, Entry LevelAlliance America is a vibrant estate planning firm seeking a Part-Time On-Site Appointment Setter to assist families in understanding their future. The role involves contacting warm leads, providing information, qualifying interest, and scheduling appointments with sales representatives in a collaborative team environment.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Use an outbound dialer to contact warm leads who have already expressed interest in our estate planning services
Engage prospects with compassion and patience, providing basic information and building rapport
Follow a proven script to qualify interest and schedule appointments with our experienced sales representatives
Accurately document call outcomes and appointments in our Windows-based systems/CRM
Handle questions and objections professionally while remaining compliant with firm and industry guidelines
Qualification
Required
Excellent verbal communication skills and professional telephone etiquette
Comfortable working from a script and following compliance standards
Compassionate, patient demeanor and a genuine interest in helping clients feel at ease about estate planning
Strong organizational skills and attention to detail
Ability to work independently while contributing positively to a team environment
Basic computer skills and familiarity with Windows-based applications; CRM or dialer experience is a plus
Ability to manage deadlines and meet appointment-setting goals
Preferred
Experience with outbound dialing, appointment setting, or call center customer service
Benefits
Comprehensive initial training and ongoing support.
A supportive, growth-oriented team focused on delivering peace of mind to our clients.
Company
Alliance America
Alliance America is a financial service company that offers insurance, funeral trust, retirement plan, and annuities services.
Founded in 2002
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase