Jobs Companies United Placement Group Estate Planning Member Services Coordinator - Weekly Pay, No Remote

Über diese Estate Planning Member Services Coordinator - Weekly Pay, No Remote Stelle bei United Placement Group

United Placement Group · Vor Ort · Bradenton, Florida, United States

Full-time W-2 employee. On-site, Monday-Friday, 8:00 AM-4:30 PM.

Are you someone who takes pride in helping families protect what matters most? UF Resources is hiring a Member Services Coordinator to guide members through one of the most important steps a family can take - putting a solid estate plan in place. This is a phone-based role, but it's not a call center job. It's steady, structured, and genuinely meaningful work, built around helping people navigate wills, trusts, and estate settlement with confidence.

What you'll do:

  • Guide members through their Assured Care benefits, explaining how estate planning protections work
  • Connect members with a network attorney for will updates, trust changes, and estate settlement needs
  • Make post-delivery and survey follow-up calls to confirm members understand their benefits and gather feedback
  • Handle incoming calls and participate in outbound call campaigns focused on member education
  • Resolve member questions with professionalism, patience, and care, especially during sensitive conversations about family and legacy planning

What we provide:

  • True W-2 employment with weekly pay - no waiting, no invoicing
  • Predictable schedule: Monday-Friday, 8:00 AM-4:30 PM, fully on-site
  • Health, dental, vision, and life insurance after 90 days
  • Holiday pay, PTO, vacation, and 401(k) with company match
  • Backed by a stable, growing company doing work that matters to families

What we're looking for:

  • 2+ years of customer service or member-facing experience (legal, insurance, financial services, or estate planning background is a strong plus)
  • A calm, patient, professional phone manner, comfortable discussing sensitive topics like wills and trusts
  • Strong organizational skills and comfort with Microsoft Office

This is real, purposeful work backed by real stability. Apply with your resume and a short note about your customer service or estate planning experience.

Bereit, sich bei United Placement Group zu bewerben?
Bei United Placement Group bewerben

Über United Placement Group

United Placement Group connects employees with employers to meet staffing needs for companies in several industries. See our job postings to learn more!

Alle Jobs bei United Placement Group ansehen →

Ähnliche Jobs

United Placement Group
Estate Sales, Sales w a Purpose, 100K+. No Prospecting, Qualified Appointments
United Placement Group
⚡ Früh bewerben Big Rapids, Michigan, United S... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 13 Std.
United Placement Group
Internal Investment Advisor/Investment Advisor Representative (IAR)
United Placement Group
⚡ Früh bewerben Prosper, Texas, United States Vor Ort $75,000–$100,000
● Neu 👁 Gesehen ✓ Beworben vor 1 Tg.
United Placement Group
Appointment Setter - $16/hr + $50 Per Appointment - Bradenton (No Cold Calling)
United Placement Group
⚡ Früh bewerben Bradenton, Florida, United Sta... Vor Ort $33,280–$33,280
● Neu 👁 Gesehen ✓ Beworben vor 1 Tg.
United Placement Group
Outside Sales - $750 Per Sale, No Cold Calling, Protected Territory
United Placement Group
⚡ Früh bewerben Spring Hill, Kansas, United St... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 4 Tg.
United Placement Group
Estate Planning Attorney, Great Additional Income, Qualified Candidates
United Placement Group
⚡ Früh bewerben Glen Allen, Virginia, United S... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 5 Tg.
United Placement Group
Estate Sales, Sales with a Purpose, 100K+, Qualified Pre-Set Appointments
United Placement Group
⚡ Früh bewerben Jackson, Mississippi, United S... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 5 Tg.
United Placement Group
Estate & Retirement Financial Advisor -Exclusive Pre-set Appointments, 150-300K+
United Placement Group
⚡ Früh bewerben Trenton, New Jersey, United St... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 5 Tg.
United Placement Group
Estate Sales, Sales with Purpose, 100k+, No Prospecting, Qualified Appointment
United Placement Group
⚡ Früh bewerben Louisville, Kentucky, United S... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 5 Tg.
United Placement Group
Estate Planning Attorney, Great Additional Income, Qualified Candidates,
United Placement Group
⚡ Früh bewerben Virginia Beach, Virginia, Unit... Vor Ort
● Neu 👁 Gesehen ✓ Beworben vor 5 Tg.

Registrieren für Vorschläge, die auf die von Ihnen geöffneten Jobs und gespeicherten Suchen zugeschnitten sind.

Mehr Jobs bei United Placement Group

Alle Jobs bei United Placement Group ansehen →

Jetzt bewerben
🤖

Moment — langsam

JobsRadar wurde für echte Menschen gebaut, die eine schwere Zeit bei der Jobsuche haben — nicht für automatisierte Anfragen. Sie klicken viel zu schnell und sind jetzt vorübergehend blockiert.

Kommen Sie später wieder. Wenn Sie wirklich auf Jobsuche sind, stehen wir hinter Ihnen — verhalten Sie sich einfach wie ein Mensch.

Catch your next role the second it’s posted.

Create a free account and we’ll watch the boards for you — the instant a job matches your search, it lands in your inbox or Telegram. No digging, no refreshing.

Create free account

Free forever · takes 30 seconds · already have one?

Verschaffe dir einen Vorsprung bei der Jobsuche.

Tritt unserem Telegram-Kanal bei für das, was dir hilft, die Stelle zu bekommen — Gehaltsbenchmarks, den wöchentlichen Marktpuls und neue Feature-Drops. Kein Spam, nur Signal.

Dem Kanal beitreten — kostenlos