Job TitleUF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · $16/hr + $25 bonus per Google reviewSchedule 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.Job ResponsibilitiesSchedule, confirm, and reschedule delivery appointments and follow-up callsFollow up with clients who haven't respondedInvite clients to share honest feedback through Google reviewsKeep appointment records and call notes accurateJob Benefits$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 weekendsHealth, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with matchTraining and a path to work directly with financial advisorsQualifications1+ year of appointment-setting, call-center, or phone-based customer service experienceA clear, friendly phone manner and strong organizationLocation: 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.
Client Scheduling & Follow-Up Coordinator in bradenton at Unknown Company
This position is listed as full time and onsite.