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Appointment Maker Date Added 11/06/2019

Permanent Job

We have been asked to recruit for a full time appointment maker to join a financial management company based in Barnsley.


Sector: Personnel
Type: Permanent
Location: Barnsley
Salary: £20850 OTE

Key Responsibilities

Working from both office and home, you will be responsible for contacting warm leads which have either been purchased from search engines, leads passed from seminars or leads from website enquiries, and will be contacting these people in order to secure appointments for the financial planners to attend. 

You will also be responsible for contacting existing clients and booking in annual reviews to discuss their existing policies and to ensure that their current financial plans are all working as they should be. 

Key Skills and Experience

Ideally, someone who has been in this type of role before would be perfect! Someone who can communicate with people at all levels and have the ability to 'close' the conversation in a positive and confident manner. 

This role will be fairy relaxed and offer someone a great opportunity to work at their own pace, being able to set their own goals and targets whilst being able to increase their earning potential by the level of work they're prepared to put in. On occasion, the leads will come in on an evening and so the odd phone call will be necessary but the role comes with a mobile phone and a laptop to allow you to do this. The client will be very flexible in terms of working hours and is simply looking for someone who can convert the leads into appointments. 

Personal Qualities

This role will require someone who is able to pick up on leads quickly and be able to convert them successfully before the competition does! Resilience is a key skill as is patience and persuasion. 

Closing Date

11/07/2019, 12:00


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