Appointment Setting Specialist (Remote or Hybrid)

Posted 19 Hours Ago
Be an Early Applicant
2 Locations
Remote or Hybrid
Entry level
AdTech • Marketing Tech
The Role
Follow up with warm leads who expressed interest in preplanning, engage them in thoughtful phone conversations, and schedule appointments with local professionals. The role offers sales training, a consistent full-time schedule, remote or hybrid flexibility, base hourly pay, and unlimited bonuses. Candidates should demonstrate empathy, common sense, communication skills, comfort with PC and video conferencing software, and effective note-taking. CRM experience is beneficial but not required.
Summary Generated by Built In
Build real sales skills. Earn money. Keep your schedule consistent.

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.

What You’ll Do (and Why You’ll Love Doing It)

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!
Are you ready to start building experience that pays off?
RequirementsIf you have these skills, we want to talk with you!
  • 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!

BenefitsWhat we offer you as part of #PrecoaLife
  • Full-time schedule (40/hr/week) with consistency to balance work and life
  • Competitive hourly salary with unlimited monthly bonuses
  • Fully remote or hybrid option
  • A dynamic, fun and engaging in-office culture including phenomenal training, ping pong, snacks and genuinely kind and caring co-workers
  • Pathways 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.

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.

Skills Required

  • Interest in sales
  • Common sense, compassion, and empathy when communicating by phone and with colleagues
  • Ability to work a hybrid schedule, with periodic in-office work in Orem, Utah preferred
  • Comfort with PC operations, software, and video conferencing
  • Ability to type notes effectively
  • Experience with CRM systems

Precoa Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Precoa and has not been reviewed or approved by Precoa.

  • Healthcare Strength — Medical, dental, and vision coverage is positioned as competitive, with low co-pays and multiple plan options that support overall well-being.
  • Leave & Time Off Breadth — PTO, holidays, and paid parental leave are part of the package, and work-life balance is reinforced by flexible schedules in some roles.
  • Fair & Transparent Compensation — Pay is considered fair for the local market in several roles and can be negotiated based on skills, with strong sales performance translating into solid earnings.

Precoa Insights

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The Company
HQ: Portland, OR
318 Employees
Year Founded: 2004

What We Do

Every family deserves an opportunity to understand why ceremony, ritual, and gathering still matter — why we will always need meaningful connection during a time of loss. Our work goes beyond selling policies. Quality preneed provides a path to healing when it’s needed most. Since 2004, we at Precoa (the Preneed Company of America) have been committed to making a positive impact on the lives of American families. We are a national leader in preneed sales and marketing, partnering with the country's top funeral homes to help families heal from one of the most challenging events they'll face — the death of a loved one.

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