B2C Appointment Setter
Remote 4 months ago
Company Description
Ancestry Bureau LLC is a U.S.-based estate research and forensic genealogy firm that specializes in heir tracing and legacy recovery. The company combines historical research with legal expertise through a network of partner attorneys to locate rightful heirs and secure unclaimed inheritance funds across all 50 states. Ancestry Bureau assists clients by conducting genealogical investigations, preparing legal filings, and managing probate-related processes to recover and deliver entitled assets efficiently and transparently.
Required skillset
Job Description
Role Summary
Consultative, phone-based B2C outreach to individual households and homeowners. The focus is on needs-based conversations, building trust quickly, and qualifying interested prospects for a next-step appointment or handoff.
Key Responsibilities
- Place outbound B2C calls to households/homeowners from provided lead lists.
- Use a consultative discovery approach: ask probing questions, actively listen, confirm understanding, and guide the conversation.
- Communicate the value proposition clearly and professionally while remaining helpful and non-pushy.
- Handle objections respectfully and keep conversations productive.
- Qualify prospects against agreed criteria and schedule appointments or route qualified leads.
- Maintain accurate call notes, dispositions, and follow-ups in CRM/dialer systems.
- Follow talk tracks while adapting naturally to each prospect and scenario.
Desired Skills & Experience
- Strong phone presence, rapport-building, and conversational confidence.
- Consultative selling style with high empathy and professionalism.
- Prior exposure to B2C homeowner conversations; real estate and/or insurance claims context is a strong plus.
- Solid objection handling and resilience in high-activity outbound environments.
- Organized follow-up habits and attention to detail in documentation.
- Comfortable using CRMs, dialers, and basic performance reporting.
Employment Type
- FullTime
Specialization
Seniority
- Senior
Location
- WorldWide
Timezone
- America/Los_Angeles (GMT-08:00)