Appointment Setter - Client Scheduling & Follow-Up
UF Resources | Bradenton, FL | Full-Time | On-Site
$16/hour + $25 employee bonus per Google review
Weekly W-2 Pay | Monday–Friday, 8:00 AM–4:30 PM
Your phone skills can open the door to more.
Looking for a steady weekday schedule, opportunities to earn bonuses, and room to grow? Bring your appointment-setting or call-center experience to UF Resources, where you’ll help clients move forward with their estate plans—and build skills that can move your career forward, too.
We’re hiring an Appointment Setter to schedule estate-plan delivery appointments and follow-up calls. This role focuses on client communication, scheduling, and follow-through—not cold calling.
As you learn our business and demonstrate your abilities, you may have opportunities to work directly with our financial advisors, take on additional responsibilities, and increase your income potential.
What you’ll do
- Contact clients to schedule estate-plan delivery appointments and follow-up calls.
- Confirm appointments, provide reminders, and coordinate rescheduling.
- Keep accurate client information, appointment records, and call notes.
- Follow up with clients who have not responded or need help coordinating an appointment.
- Invite clients to share honest feedback about their experience through Google reviews.
- Communicate with our internal team to keep client appointments and follow-up activities organized.
