Appointment Setter
">
In this role, you will play a key part in fostering connections with clients and uncovering potential leads for our Financial Advisors.
">
Your responsibilities include:
">
">
* Utilizing marketing data from various campaigns to identify potential opportunities.
">
* Making outbound calls to schedule appointments with existing customers to discuss value-added products.
">
* Handling customer inquiries within the organization via inbound and outbound calls and emails.
">
* Maintaining accurate records within our CRM system.
">
* Collaborating with the marketing team to provide feedback on successful appointment-generating themes.
">
">
Requirements
">
To excel in this position, you will need:
">
">
* Strong communication skills with a friendly telephone approach.
">
* The ability to work towards set targets comfortably.
">
* Proficiency in Microsoft Office.
">
* No prior sales experience is required, as we will provide all necessary training.
">
">
What We Offer
">
In return for your hard work and dedication, we offer a comprehensive benefits package including:
">
">
* A competitive salary of £24,000.
">
* Potential for monthly commission based on performance.
">
* Hybrid working arrangement.
">
* 5% company pension contribution after 3 months.
">
* 23 days' annual leave, plus bank holidays and your birthday off each year.
">
* Free access to financial advice and wellbeing benefits.
">
">
Next Steps
">
If you are interested in this opportunity, please submit your CV highlighting your relevant skills and qualifications. We look forward to hearing from you.