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Client Scheduling & Follow-Up Coordinator

United Placement Group

Workable
WhatsApp
Location
Bradenton, Florida, United States, United States
Type
Full-time
Salary
Salary not specified
Posted
5 Nov 2026
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.
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.