United Placement Group

Appointment Setting Sales Assistant

United Placement Group

contract

Posted on:

Location Type: Remote

Location: Remote • Florida • 🇺🇸 United States

Visit company website
✨ AI Apply
Apply

Job Level

JuniorMid-Level

About the role

  • Reach out to engaged leads, set qualified appointments for our outside sales reps
  • Overcome objections and track results in the CRM
  • Help clients access estate planning services that offer true protection

Requirements

  • 2+ years proven outbound appointment setting experience (insurance/financial a plus)
  • Experience working remotely with a home office setup and reliable high-speed internet
  • Prior use of auto-dialers, CRMs (Salesforce, HubSpot, etc.), and MS Office
  • Strong communicator with superior phone etiquette and the ability to genuinely connect
  • Organized, motivated, and goal-driven—no robots here!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
outbound appointment settingCRM usageauto-dialers
Soft skills
strong communicatorsuperior phone etiquetteability to connectorganizedmotivatedgoal-driven