# Client Scheduling & Follow-Up Coordinator

> United Placement Group · Bradenton, United States · Full-time · Posted 2026-11-05

**Salary:** USD 34,000–44,000

**Workplace:** on_site

**Department:** Internal Hiring

## Description

UF Resources · Bradenton, FL (On-Site) · Full-Time W-2 · $16/hr + $25 bonus per Google review

Schedule estate-plan delivery appointments and follow-up calls for existing clients. No cold calling, weekly pay, and room to grow into work with our financial advisors.

**What you'll do**

-   Schedule, confirm, and reschedule delivery appointments and follow-up calls
-   Follow up with clients who haven't responded
-   Invite clients to share honest feedback through Google reviews
-   Keep appointment records and call notes accurate

**What you get**

-   $16/hour plus a $25 employee bonus per Google review (eligibility requirements apply)
-   Weekly W-2 pay, Monday–Friday, 8:00 AM–4:30 PM, no evenings or weekends
-   Health, dental, vision, and life insurance after 90 days, plus holiday pay, PTO, vacation, and a 401(k) with match
-   Training and a path to work directly with financial advisors

**What you need**

-   1+ year of appointment-setting, call-center, or phone-based customer service experience
-   A clear, friendly phone manner and strong organization

**Location:** 8725 Pendery Place, Suite 104, Bradenton, FL. On-site only.

## Apply

[Apply at United Placement Group](https://apply.workable.com/unitedplacementgroup/j/C03F634222/apply)

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