Job Description

APPOINTMENT SETTING SPECIALIST (REMOTE)

BUILD A STABLE CAREER AND HELP FAMILIES GAIN PEACE OF MIND 

You're looking for a position in inside sales because you love building strong relationships with customers and team members alike. You have incredible listening skills and a real talent for understanding and overcoming objections. 

What if you could have an impactful sales career working from home without the pressure of knocking door-to-door or visiting client businesses?

WHAT WE OFFER YOU AS PART OF #PRECOALIFE

• Work from home/remote flexible shifts: 9 hours Mon-Thurs and half-day Fridays
• Competitive hourly salary with unlimited monthly bonuses
• 18 days PTO and paid parental leave 
• Health, Dental, and Vision benefits
• 401k, with a 2% company match and $10,000 Life Insurance Policy 
• A collaborative, fun, and winning culture that attracts talent who seek to understand and empower each other to improve life, forge lifelong friendships, and achieve their true potential

As an APPOINTMENT SETTING SPECIALIST (REMOTE) with Precoa, you will follow up with warm leads who have already expressed interest in preplanning. Making around 200 dials per day, you’ll set client appointments to meet with a local professional to craft an intentional plan and gain peace of mind. 

You’ll support our Field Sales team by providing the most accurate information possible to help them educate the clients and drive our mission to prearrange all families. 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)

• 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 FLEXIBILITY: You’ll work remotely with a flexible schedule including half-day Fridays which allows you to balance life outside of work.
• CHAMPION NEEDED SOLUTIONS: You’ll be provided warm leads who are interested in the recession-proof service 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.

IF YOU HAVE THESE SKILLS, WE WANT TO TALK WITH YOU!

• Sales experience (phone, in-person, retail etc.) 
• Demonstrate common sense, compassion, and empathy, on the phone and with colleagues
• Comfortability with PC operations, software and video conferencing 
• Ability to type notes effectively, experience with CRM systems a bonus!
• Ability to work any designated day shift (Monday-Thursday 9 hour shifts, Friday 4 hour shift and done by 12PM PST)

ABOUT PRECOA

Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️. 

Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 11 consecutive years, and we support our external and internal partners with these core values in mind. 

Headquartered in Portland, OR with satellite offices in Utah and California, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.

Company Description

Known for its fun, upbeat culture, Precoa is a leader in the preneed insurance industry, providing an innovative marketing, lead generation, and appointment-setting program known as ProActive Preneed®️. Our core values of kindness, progression and craftsmanship have led us to be named one of The Oregonian’s top workplaces for 11 consecutive years, and we support our external and internal partners with these core values in mind. Headquartered in Portland, OR with satellite offices in Utah and California, everyone at Precoa is passionately focused on one thing: helping people plan today so their families can focus on connection when they need it the most.