Part-Time Call Center Appointment Setter (In Office)

We are a well-established Estate Planning Services company with four decades of experience, dedicated to the belief that outside sales representatives should focus on their expertise – assisting customers in protecting their families and assets, rather than getting bogged down in administrative tasks. You will be the first point of contact reaching out to these leads. This is not telemarketing. There is NO cold calling. You will call warm leads from recently received direct mail and online inquiries. We do not want robots. We want real people who genuinely care about helping others solve their estate planning concerns.

Operating within a fast-paced and professional environment, we prioritize the development of our employees to their fullest potential. We firmly believe that when our employees thrive, our business thrives in tandem.

Please note that this is not a remote position. This is an in office role.

If you have great telephone etiquette and...

We are a well-established Estate Planning Services company with four decades of experience, dedicated to the belief that outside sales representatives should focus on their expertise – assisting customers in protecting their families and assets, rather than getting bogged down in administrative tasks. You will be the first point of contact reaching out to these leads. This is not telemarketing. There is NO cold calling. You will call warm leads from recently received direct mail and online inquiries. We do not want robots. We want real people who genuinely care about helping others solve their estate planning concerns.

Operating within a fast-paced and professional environment, we prioritize the development of our employees to their fullest potential. We firmly believe that when our employees thrive, our business thrives in tandem.

Please note that this is not a remote position. This is an in office role.

If you have great telephone etiquette and...