Appointment Setter

This is a remote position.

Responsibilities

• Follow up with leads from webinars and social media campaigns
  

• Qualify prospects and book estate planning consultation appointments
  

• Record prospect information and appointment details accurately
  

• Communicate professionally with prospects over the phone
  

Requirements

• Excellent verbal communication and phone skills
  

• Ability to build rapport and handle objections
  

• Strong organizational and time management abilities
  

• Familiarity with CRM/scheduling software