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Remote Appointment Setter - Estate Planning Services United Placement GroupRemote Appointment Setter – Estate Planning Services. Enjoy the freedom of working from home with flexible hours and excellent compensation!. Are you a friendly, motivated professional with a knack for conversation? Join our reputable estate planning services company as a Remote Appointment Generator and help clients take the next step toward securing their future.. About the Role. As an Appointment Setter, you’ll reach out to warm leads-individuals who have already expressed interest through our direct mail and online inquiries. Your mission: build rapport, provide information, and schedule appointments for our expert consultants, who will guide clients through their estate planning journey.. No cold calling-just genuine conversations with people seeking guidance.. What We Offer. . 100% remote work with flexible hours. . Excellent compensation. . Thorough training and continuous support. . A positive, mission-driven team environment. . Key Responsibilities. . Contact warm leads via phone to set appointments for estate planning consultations. . Utilize autodialers and CRM systems (e.g., Salesforce, HubSpot) to manage leads and track progress. . Follow scripts, handle objections, and connect authentically with diverse individuals. . Maintain accurate records and ensure a smooth handoff to our consultants. . Requirements. . Minimum 2 years of outbound appointment setting experience. . At least 1 year of experience working remotely. . Experience in the financial services sector is a plus. . Proficient in Microsoft Office Suite (Excel, Word). . Familiarity with autodialers and CRM systems. . Excellent verbal communication and interpersonal skills. . Strong organizational skills and attention to detail. . Reliable high-speed internet and a dedicated workspace. . Impeccable telephone etiquette and the ability to build rapport quickly. . Ready to help others achieve peace of mind while enjoying the benefits of remote work? Apply today and join a team that values your skills and supports your success!Company Location: United States.