Call Center Appointment Setter: Part-Time, M-F - Great for Students and Retirees

As a Call Center Appointment Setter in our estate planning firm, your main responsibilities include qualifying potential clients based on specific criteria, scheduling appointments for our field representatives, and ensuring proper logistics in appointment setting. You will utilize warm leads, which eliminates cold calling from your workload. It’s vital to maintain exceptional telephone etiquette and professionalism while handling all communications, making you a critical link between the prospective clients and our sales representatives.

To qualify for the Call Center Appointment Setter position at our estate planning firm, you should have a solid background in customer service or sales, though we welcome quick learners. It's essential to possess strong communication skills, a professional demeanor, and the ability to follow specific scripts for compliance. Familiarity with Windows-based programs and strong organizational skills are also important, along with the ability to work independently while being an effective team player.

The Call Center Appointment Setter position at our estate planning firm is a part-time role, designed with flexibility in mind, making it ideal for students and retirees. The work schedule is Monday to Friday from 9:00 am to 2:30 pm, with the possibility of Saturday shifts, allowing for an excellent balance between work and personal commitments.

When you join our estate planning firm as a Call Center Appointment Setter, you can expect comprehensive training and ongoing support. Our training program ensures that you are well-versed in our integrated system, the specific needs of our target audience, and the best practices for scheduling appointments. You’ll have the resources you need at your fingertips, along with hands-on support from experienced team members to help you excel in your role.

As a Call Center Appointment Setter in our estate planning firm, you will earn an hourly rate of $15.00, alongside opportunities for bonuses that recognize your exceptional performance. With our weekly payroll schedule, you’ll receive payment regularly, providing you with an immediate financial reward for your commitment and hard work.

In your response, highlight any previous roles that involved customer interactions via phone. Emphasize skills such as effective communication, active listening, and handling objections. Providing a specific example of a challenging call and how you managed it can illustrate your capability.

Discuss your approach to overcoming objections by showing empathy and providing solutions. Use examples from past experiences, showcasing your ability to remain calm under pressure and focus on the client's needs while steering them toward setting an appointment.

Explain the methodologies you follow to qualify leads, focusing on asking open-ended questions to understand their needs. You could also mention your familiarity with CRM software or other tools that help you manage and track leads effectively.

Your answer should reflect your genuine interest in the estate planning field and your desire to help retirees. Talk about how you are excited about connecting people with valuable services and how you see this position as a perfect fit for your skills and lifestyle.

Share a specific example of how you've managed multiple requests or tasks in a previous role, such as making decisions based on urgency or importance. Highlight your organizational skills and attention to detail in appointment scheduling to ensure everything runs smoothly.

Mention your strategies for managing stress, like staying organized, prioritizing tasks, and taking short breaks when needed. Inform the interviewer of how you maintain a positive attitude and keep motivated even during peak times.

Conduct thorough research before the interview, and be ready to discuss the firm's mission, core values, and any relevant services. Show that you align with their values and explain why you want to be a part of their team.

Yes, discuss your familiarity with call scripts and the importance of adhering to them for compliance. Talk about how you adapt your script to sound natural and personalized to create a better connection with the clients.

Express the importance of highlighting the value of the services offered. Discuss your approach to showcasing the benefits and addressing any concerns clients may have, which can help facilitate their decision to book an appointment.

Identify what drives you personally and professionally, whether it’s helping others, achieving personal goals, or earning bonuses. Providing examples from past roles where you demonstrated your work ethic and enthusiasm can strengthen your answer.