Remote Appointment Setter - Estate Planning Services

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.