Compensation: $28,000 - $40,000+ First Year Potential

Base Pay | Performance Incentives | Advancement Opportunities | Professional Development

Looking for More Than Just a Job?
Scott Legacy Group is seeking motivated individuals who want more than a paycheck—they want a career with purpose. As an Appointment Scheduler/Phone Specialist , you'll be the first point of contact for prospective clients, helping schedule appointments for our licensed advisors while delivering an outstanding customer experience. No sales or high-pressure tactics—just great communication, professionalism, and the opportunity to grow within a winning team.   

This is an opportunity to join a growing team, receive world-class training, and build a career with unlimited growth potential based on your effort, performance, and commitment to serving others.

As an Appointment Setter / Phone Specialist with Scott Legacy Group, you will work directly with our Advisor Team to help create new opportunities, connect with prospective clients, and support the overall client experience.

This position is ideal for someone who enjoys talking with people, staying organized, following a process, and being part of a team-driven environment.

• Contact prospective clients by phone and text. 
• Schedule qualified appointments for licensed advisors. 
• Ask basic qualifying questions and gather important client information. 
• Maintain organized notes and follow-up activity. 
• Confirm scheduled appointments and help reduce no-shows. 
• Work closely with the Advisor Team to support new client opportunities. 
• Provide a professional, friendly, and helpful first impression of Scott Legacy Group. 
• Participate in ongoing training, coaching, and skill development. 

• Income Potential: $28,000 – $40,000 
• Base pay plus appointment-based incentives. 
• Performance bonus opportunities. 
• Hands-on training and coaching. 
• Team-oriented office environment. 
• Opportunity to learn the health coverage and supplemental benefits industry. 
• Clear path for growth into an advisor role for the right individual. 

• Advancement into a Benefits Advisor position. 
• Leadership development opportunities. 
• Increased income potential based on performance. 
• Expanded responsibilities within the team. 
• Long-term career growth based on work ethic, attitude, and results. 

• Comprehensive onboarding. 
• Hands-on coaching and mentorship. 
• Phone script and follow-up training. 
• Product and industry knowledge training. 
• Ongoing skill development. 
• Support from experienced advisors and leadership. 

• Strong phone communication skills. 
• Positive attitude and professional tone. 
• Self-motivated and dependable. 
• Comfortable making outbound calls. 
• Organized and able to follow up consistently. 
• Coachable and willing to learn. 
• Strong work ethic. 
• Desire to be part of a growing team. 
• High School Diploma or equivalent. 
• Ability to pass a background check. 

At Scott Legacy Group, we believe in serving others with integrity, compassion, and professionalism. Our mission is to help individuals, families, and business owners make informed decisions that protect their health, finances, and future.

If you are looking for an opportunity to grow, learn, and be part of a team that makes a meaningful impact, we would love to connect with you.

Compensation: $60,000 - $90,000+ First Year Potential
Performance-Based Compensation | Advancement Opportunities | Professional Development

Scott Legacy Group is seeking motivated individuals who want to build a meaningful career while making a positive impact in the lives of others. As a Benefits Advisor, you'll work directly with individuals, families, and small business owners to help them navigate health coverage, life insurance, and supplemental benefits solutions.

This is an opportunity to join a growing team, receive world-class training, and build a career with unlimited growth potential based on your effort, performance, and commitment to serving others.

• Meet with individuals, families, and business owners to understand their needs.
• Educate clients on available health, life, and supplemental benefit options.
• Develop customized solutions using a broad portfolio of products and services.
• Build long-term client relationships through exceptional service and support.
• Participate in ongoing training, mentorship, and professional development.
• Grow your personal book of business while creating a positive impact in your community.

• First Year Income Potential: $60,000 - $90,000+
• Monthly & Quarterly Performance Bonuses
• Profit Sharing Opportunities
• Renewal & Retention Incentives

• Merit-Based Promotions
• Leadership Development Opportunities
• Clear Career Path for Growth
• Recognition and Performance Awards

• Comprehensive Onboarding Program
• Hands-On Coaching & Mentorship
• Product Knowledge Training
• Sales & Leadership Development

• Annual Award Trips & Conferences
• Team-Oriented Culture
• Professional Growth Environment
• Opportunity to Build a Long-Term Career

• Passion for helping others
• Strong communication and relationship-building skills
• High personal integrity and professionalism
• Self-motivated and goal-oriented
• Coachable with a willingness to learn
• Strong work ethic and positive attitude
• High School Diploma or Equivalent
• Ability to pass a background check

At Scott Legacy Group, we believe in serving others with integrity, compassion, and professionalism. Our mission is to help individuals, families, and business owners make informed decisions that protect their health, finances, and future.

If you're looking for an opportunity to grow personally, professionally, and financially while making a meaningful difference in the lives of others, we'd love to connect with you.