United Placement Group
Client Scheduling & Follow-Up Coordinator
- Bradenton, United States
- Full-time
- $16/hr
- Posted
Skills
Job description
UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · $16/hr + $25 bonus per Google review
Schedule estate-plan delivery appointments and follow-up calls for existing clients. No cold calling, weekly pay, and room to grow into work with our financial advisors.
What you'll do
•Schedule, confirm, and reschedule delivery appointments and follow-up calls
•Follow up with clients who haven't responded
•Invite clients to share honest feedback through Google reviews
•Keep appointment records and call notes accurate
What you get
•$16/hour plus a $25 employee bonus per Google review (eligibility requirements apply)
•Weekly W-2 pay, Monday–Friday, 8:00 AM–4:30 PM, no evenings or weekends
•Health, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match
•Training and a path to work directly with financial advisors
What you need
•1+ year of appointment-setting, call-center, or phone-based customer service experience
•A clear, friendly phone manner and strong organization
Location: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.