United Placement Group

Client Scheduling & Follow-Up Coordinator

United Placement Group  •  $16/hr  •  Bradenton, FL (Onsite)  •  1 hour ago
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Job Description

UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · $16/hr + $25 bonus per Google review

Schedule estate-plan delivery appointments and follow-up calls for existing clients. No cold calling, weekly pay, and room to grow into work with our financial advisors.

What you'll do

  • Schedule, confirm, and reschedule delivery appointments and follow-up calls
  • Follow up with clients who haven't responded
  • Invite clients to share honest feedback through Google reviews
  • Keep appointment records and call notes accurate

What you get

  • $16/hour plus a $25 employee bonus per Google review (eligibility requirements apply)
  • Weekly W-2 pay, Monday–Friday, 8:00 AM–4:30 PM, no evenings or weekends
  • Health, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match
  • Training and a path to work directly with financial advisors

What you need

  • 1+ year of appointment-setting, call-center, or phone-based customer service experience
  • A clear, friendly phone manner and strong organization

Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.

United Placement Group

About United Placement Group

United Placement Group is a highly specialized, Florida-based organization committed to connecting talent with opportunity. We provide comprehensive recruitment solutions across various industries, helping businesses thrive by matching them with the most suitable candidates.

Our mission is to bridge the gap between employers and job seekers, creating a mutually beneficial environment where businesses grow and individuals advance in their careers. We believe in the power of the right placement - it can transform a business, propel a career, and shape the future of work.

We offer a range of services tailored to meet the unique needs of our clients. Our expertise spans multiple sectors, including but not limited to estate and financial planning, notary services, wealth management/preservation, information technology, marketing, and scheduling services. Our services include:

Permanent Placement: We connect businesses with skilled professionals for long-term roles, ensuring seamless integration into the company culture.

Contracting: We connect independent professionals with successful businesses to form mutually beneficial relationships.

Executive Search: We identify and attract top-tier leadership talent, helping to shape the strategic direction of the organizations that we support.

At United Placement Group, we pride ourselves on our personalized approach to recruitment. We understand that every business is unique, and we strive to meet specific needs and goals. Our team of experienced recruiters leverages industry knowledge and innovative technology to deliver efficient, effective, and ethical recruitment solutions.

Based in the Sunshine State of Florida, we support recruiting and hiring nationwide. If you're looking for a trusted partner in your recruitment journey, reach out to us today. Let's shape the future of work together.

Industry
HR & Recruiting
Company Size
Unknown
Headquarters
University Park, FL
Year Founded
2022
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