This is a Work from Home (remote) opportunity.
Are you ready to help make a difference? We are an established estate planning services provider in need of appointment setters to contact prospects who are interested in protecting their estate. You will be the first point of contact reaching out to these leads. This is not old-school cold calling or telemarketing. You will be following up 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. This is a long-term independent contract position with a growing company that can provide stability.
Requirements
- A Minimum of 2 years prior OUTBOUND appointment setting experience required.
- Experience setting appointments for insurance or related financial products considered a plus
- Experience using an autodialer
- Excellent communication and interpersonal skills
- Strong attention to detail and organization skills
- 1 year experience working remotely
- Experience using CRM systems and sales tools (e.g. Salesforce, HubSpot, ZoomInfo)
- Familiarity with Microsoft Office Suite (e.g. Excel, Word, PowerPoint)
- Reliable high-speed internet connection and dedicated workspace
- Great telephone etiquette and articulation
- Ability to generally follow an approved script and overcome objections