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Remote Appointment Setter - Estate Planning Services

Remote · United States Full-time

Job Type: 1099 / Contract , Remote, Part‑Time to Full‑Time (30+ hours/week) Help Families Protect Their Estates – From Home We are seeking an experienced Remote Appointment Setter to schedule phone and virtual appointments for our estate planning team. If you have a proven track record in outbound appointment setting and want remote work with solid earning potential and flexibility, this could be a strong fit.

  • What You’ll Do
  • Make outbound calls to warm, pre‑qualified leads interested in estate planning
  • Use proven scripts to set qualified appointments for our sales professionals
  • Build rapport quickly and create a positive first impression
  • Ask good qualifying questions and confirm key details before scheduling
  • Handle basic objections and keep conversations professional and on track
  • Document call outcomes accurately in our system and follow up when needed
  • What We Offer
  • Competitive per‑appointment compensation (paid per qualified appointment set)
  • Additional dialing/production bonuses to reward consistent effort
  • One‑time training bonus after successful completion of onboarding
  • Remote position – work from your home office
  • Flexible schedule with a minimum weekly hours commitment (typically 30+ hours)
  • Warm, pre‑qualified leads (no pure cold‑calling lists)
  • Training, call scripts, and ongoing support to help you be effective
  • Long‑term opportunity in a high‑demand, estate planning market
  • What We’re Looking For
  • Minimum 2 years of outbound appointment‑setting or inside sales experience
  • Clear, professional phone presence and strong communication skills
  • Comfortable working with goals, metrics, and call volume expectations
  • Ability to follow a script while sounding natural and conversational
  • Reliable high‑speed internet and a quiet, distraction‑free home office
  • Strong self‑management, accountability, and consistency in a remote setting
  • US‑based candidates only

How to Apply

If you’re an experienced appointment setter who takes pride in your results and wants a remote role where effort and skill are rewarded, we’d like to hear from you. Please apply with your resume and a brief note about your outbound appointment‑setting experience, including the types of campaigns or industries you’ve supported.

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