Estate Planning Appointment Setter (Remote)

Are you passionate about making a positive impact? Do you excel at building genuine connections and helping others navigate their estate planning journey? If so, we want you on our team!

OnSchedule is seeking appointment setters to join our remote team. As an appointment setter, you will play a crucial role in reaching out to prospects who have expressed interest in estate planning. Say goodbye to cold calling and telemarketing – we believe in connecting with real people who genuinely care about their clients' well-being.

What You'll Do:

• Reach out to warm leads generated from direct mail and online inquiries
• Serve as the first point of contact for potential clients
• Build rapport and understanding with prospects
• Set appointments for our outside sales representatives

What We Offer:

• Work from the comfort of your own home
• Comprehensive hands-on training to equip you for success
• Ongoing support and guidance from our experienced team
• Long-term independent contract position with a stable, growing company

What We're Looking For:

• Excellent telephone etiquette and communication skills
• Ability to connect with people on a personal level
• Experience in appointment setting, particularly for outside sales representatives
• Self-driven and motivated to succeed

If you're ready to make a difference and join a team that values authenticity and compassion, we want to hear from you. Apply now to take the next step in your career journey!

Requirements

• 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 (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

Benefits

This is a 1099 position, and as such, you will be responsible for your own taxes and benefits.

Flexible Schedule: With the autodialer available 7 days a week, you have the flexibility to find the right schedule for your lifestyle. We require an average of 30 hours per week.

Compensation: We offer a competitive commission structure and weekly pay.

• Commissions Paid Weekly

• Appointment bonus for each qualified appointment set
• Bonus commission for each appointment that results in a sale.