Appointment Setting Specialist (Remote or Hybrid)

Most entry-level roles fill your time and allow you to earn a minimum amount. This one builds something more!

If you enjoy connecting with people, understanding what matters to them, and improving with every conversation, this is your entry point into sales. You’ll gain confidence on the phone, learn how to guide meaningful conversations, and see your effort translate directly into results.

No door knocking. No cold calling. Just thoughtful conversations with people who have already taken the first step! You'll have flexibility to work the way you work best - either fully remote or with hybrid connection and training in our local Orem office. As one of our customer-facing voices, your work is instrumental to our continued growth.

As an Appointment Setting Specialist with Precoa (Remote or Hybrid), you will follow up with warm leads who have already expressed interest in preplanning. You’ll set client appointments to meet with a local professional to craft an intentional plan and gain peace of mind. And, you’ll also grow your ability to communicate, influence, and create momentum in a conversation!

In this role you can:

• →Launch an impactful career: You’ll develop your sales skills and level up through ongoing training and professional development so you can benefit now and in the future.
  
• →Enjoy a full-time rhythm with room to breathe: A consistent schedule (remote or hybrid) so you can build a career and still balance life outside of work.
  
• →Champion needed solutions: You’ll be provided warm leads who are interested in the recession-resistant product that you are selling.
  
• →Enjoy a stable base + unlimited bonuses: You control what you make with the security of base pay and the excitement of bonuses based on your efforts!

• Interest in sales
• Demonstrated common sense, compassion, and empathy, on the phone and with colleagues
• Ability to work a hybrid schedule - prefence for those who can periodically work in office in our Orem, Utah location.
• Comfortability with PC operations, software and video conferencing
• Ability to type notes effectively
• Experience with CRM systems a bonus!

At Precoa, our people are the heart of our success. Core Employees strive to live our values of kindness, progression, and craftsmanship every day — bringing emotional intelligence, common sense, positivity, and authentic connection to everything they do.

If you love solving challenges, building real relationships, and driving meaningful results, you’ll feel right at home here.

We’re a national leader in the preneed industry. Our passion is helping people plan today so their families can focus on connection when they need it most. Recognized as a Top Workplace for 15 consecutive years, we’re committed to creating a place where you can live a fulfilling life, do meaningful work, grow your potential, and enjoy the journey along the way.

Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference — every day, through every connection.