Job Description

Title: Appointment Setting Sales Assistant - Remote Work from Home (1099)

About Us

We are an established estate planning services provider dedicated to helping individuals protect their estates and secure their financial futures. With a commitment to excellence and a focus on client satisfaction, we're seeking passionate individuals to join our team.

The Opportunity

We're looking for skilled Appointment Setting Sales Assistants to work remotely from home as independent contractors (1099). This is a unique chance to make a real difference in people's lives while enjoying the flexibility of remote work.

Key Responsibilities

• Contact warm leads from recent direct mail and online inquiries
• Schedule appointments for our outside sales representatives
• Build rapport and establish connections with potential clients

What We Offer

• Comprehensive hands-on training
• Ongoing support to ensure your success
• Flexible work-from-home schedule
• Chance to make a meaningful impact on people's lives

Qualifications

• Excellent telephone etiquette and articulation skills
• Experience in appointment setting for outside sales representatives
• Ability to connect with people and build rapport quickly
• Self-motivated and driven to succeed
• Comfortable with remote work and managing your own schedule
• Genuine interest in helping others with their estate planning concerns

Technology Requirements

• Reliable high-speed internet connection
• Quiet, professional home office space
• Computer with up-to-date operating system

Why Join Us?

This isn't old-school cold calling or telemarketing. We're looking for real people who genuinely care about helping others solve their estate planning concerns. If you're passionate about making a difference and thrive in a self-driven role, this opportunity is for you.

Apply Now! Submit your resume and a brief cover letter explaining why you're the ideal candidate for this role. Join us in our mission to provide peace of mind through comprehensive estate planning services.

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)
• Ability to generally follow an approved script and overcome objections

Benefits

This is a 1099 position, and as such, you will be responsible for your own taxes and benefits.

Flexible Schedule:

Work part-time hours for a full-time income potential or work full-time for an uncapped income potential. It’s your choice.

Compensation:

We offer a competitive commission structure and weekly pay.

• Commissions Paid Weekly
• Paid per completed dial with retroactive bonuses
• Appointment bonus for each qualified appointment set with retroactive bonuses

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