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.