Alliance America · 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 caring estate planning firm seeking a Part-Time On-Site Appointment Setter to engage with warm leads interested in estate planning. The role involves making calls to potential clients, providing basic information, and setting appointments for sales representatives in a supportive in-office environment.
Financial ServicesFuneralsInsuranceRetirement
Responsibilities
Call warm leads using our outbound dialer to follow up with people who have requested information about estate planning
Have friendly, low-pressure conversations that provide basic information and help prospects feel comfortable
Use a proven script to qualify interest and set appointments for our experienced sales representatives
Record call results and appointments accurately in our Windows-based systems/CRM
Answer basic questions, handle simple objections, and stay within firm and industry guidelines
Qualification
Required
Strong, confident phone presence with clear and professional communication
Comfortable following a script, staying compliant, and working toward clear goals
Naturally patient, empathetic, and able to speak sensitively about planning for the future
Organized, reliable, and able to manage time and follow-through in a fast-paced call environment
Basic computer skills and comfort navigating Windows-based programs
Preferred
Experience in outbound calling, appointment setting, or call center work is helpful but not required
CRM or dialer experience is a plus
Benefits
Hourly base pay plus commissions and performance bonuses for hitting reasonable goals.
W-2 employment with weekly pay for stability and consistency.
Paid, structured training so you know exactly what to say and how to be successful.
Supportive, growth-minded team that celebrates wins and helps you improve.
Professional, in-office setting with leadership on-site—no remote or work-from-home for this role.
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