This is an on-site, part-time role in Bradenton, FL. Remote work is not available.
If you're a people person who's great on the phone and wants a consistent part-time schedule with real earning potential, this role was built for you.
We're a 40+ year estate planning company with an established call center team in Bradenton. Our appointment setters call warm, interested leads — people who have already raised their hand — and schedule them to meet with one of our field representatives. No cold calling. Ever.
What you'll do
Call warm, pre-qualified leads who have already expressed interest in estate planning services.
Schedule appointments for our outside sales representatives using a proven, structured script.
Bring your own personality and professionalism to every call — friendly, respectful, and reassuring.
Keep accurate notes and records in our system after each call.
What we offer
$15/hour plus weekly performance bonuses — paid every week.
Consistent part-time schedule: Monday–Friday, 9:00 AM–2:30 PM. No evenings, no weekends.
On-site at 8725 Pendery Place, Suite 104, Bradenton, FL — near UTC/BJ's, Exit 213.
Warm leads only — your call list is people who asked to be contacted.
Paid training and ongoing coaching so you're never left to figure it out alone.
Real growth path into full-time opportunities — we get to know your strengths and match you with the right role when you're ready to grow.
Who you are
You have at least 1 year of phone-based, call center, or customer service experience.
You're comfortable on the phone, build rapport easily, and can follow a script without sounding like you're reading one.
Reliable — you show up, you're on time, and you take ownership of your results.
Coachable — you welcome feedback and want to keep getting better.
You genuinely enjoy helping people and find satisfaction in being part of something meaningful.
Not the right fit if: you're looking for remote work, need a full-time schedule, or prefer a role without phone contact.
Apply today — qualified candidates are typically contacted within 48 hours.