Job Description

Part-Time Appointment Setter – Warm Leads Only (On-Site)
📍 8725 Pendery Place, Suite 104, Bradenton, FL 34201 (behind BJ’s at UTC, Exit 213)
⏰ Monday–Friday, 9:00 a.m.–2:30 p.m. | Occasional Saturdays
💼 Established, Growing Estate Planning Services Company

An established and growing estate planning firm is urgently hiring Part-Time Appointment Setters to support expanding demand in our market. Our representatives need you to keep their calendars full—this is a great opportunity for students, retirees, and experienced professionals who enjoy talking with people and want steady, part-time work in a professional office with room for growth

This is an on-site, IN-OFFICE ONLY position. No remote options.

Why You’ll Love This Role

• Warm leads only – no cold calling
• Autodialer, scripts, training, and complete support provided
• Team-focused, upbeat office environment
• Weekly payroll with hourly pay + bonuses
• Part-time schedule that offers consistency and work–life balance
• Growth potential into additional responsibilities and roles as the company and team continue to expand

What You’ll Do

• Call warm leads (retirees who have already expressed interest in estate planning services) using our autodialer
• Follow a proven script to qualify prospects and schedule appointments
• Set qualified appointments for our field representatives based on location and availability
• Accurately document call outcomes and next steps in our system
• Professionally handle questions and basic objections using provided training and tools
• Contribute to a positive, supportive, team-concept environment

What We’re Looking For

• Clear, friendly phone voice and excellent telephone etiquette
• Dependable and reliable – shows up ready to work every shift
• Able to follow scripts, stay compliant, and remain professional on every call
• Strong organizational skills and attention to detail
• Experience in customer service, sales, or appointment setting is a plus (not required)
• Comfortable with Windows-based programs and learning new systems
• Able to work independently while being a strong team player
• Confident communicator with basic negotiating skills

Compensation & Schedule

• $15.00 per hour + bonuses
• Weekly payroll
• Schedule: Monday–Friday, 9:00 a.m.–2:30 p.m., with possible Saturdays as needed

If you enjoy helping retirees connect with services that truly benefit them—and you’re looking for a steady, part-time, on-site position with real room for growth in a supportive, team-based environment—we’d love to hear from you.

How to Apply:
Please submit your resume and a brief note explaining why you’d be a great fit for this Appointment Setter role.