Appointment Setting Specialist (Full-Time - Hybrid)

About the Role

Build real sales skills, earn money, and keep your schedule consistent. This entry-level role focuses on connecting with people, understanding their needs, and improving with every conversation. You’ll gain confidence on the phone, learn to guide meaningful conversations, and see your effort translate directly into results. No door knocking or cold calling—just thoughtful conversations with people who have already taken the first step.

As an Appointment Setting Specialist with Precoa, you will follow up with warm leads who have 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 while growing your ability to communicate, influence, and create momentum in conversations.

Responsibilities

• Follow up with warm leads who have expressed interest in preplanning.
• Set client appointments to meet with a local professional.
• Develop communication and sales skills through ongoing training and professional development.
• Engage in meaningful conversations to understand client needs and guide them toward solutions.
• Work with a consistent schedule to balance career and personal life.

Why This Role?

• Launch an impactful career: Develop sales skills and level up through training and professional growth.
• Full-time rhythm with room to breathe: Enjoy a consistent schedule that balances work and life.
• Champion needed solutions: Work with warm leads interested in a recession-resistant product.
• Stable base + unlimited bonuses: Earn a competitive base pay with bonuses based on your efforts.

Requirements

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

Benefits

• Full-time schedule (40 hours/week) with consistency to balance work and life.
• Competitive hourly salary with unlimited monthly bonuses.
• A dynamic, fun, and engaging in-office culture, including ping pong, snacks, and a kind, caring team.
• Clear path to advance within the team as you grow your skills.

About Precoa

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. We’re a national leader in the preneed industry, helping people plan today so their families can focus on connection when they need it most.

Recognized as a Top Workplace for 14 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. Headquartered in Portland, OR, with a satellite office in Utah, we’re a team driven to make a difference—every day, through every connection.