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- Tasks: Connect with clients and set appointments for our Financial Advisors.
- Company: Join Brookson, a trusted provider of accountancy and support services since 1995.
- Benefits: Earn commission, enjoy hybrid working, and access wellness benefits.
- Why this job: Make a real impact while developing your career in a supportive environment.
- Qualifications: Strong communication skills; sales experience not required, training provided.
- Other info: Dynamic workplace with excellent growth opportunities and a focus on employee wellbeing.
The predicted salary is between 30000 - 40000 £ per year.
If you’re passionate about providing exceptional customer service, we’d love to hear from you! Join our team, where you’ll work with existing clients and have the chance for career growth and development. Established in 1995, Brookson has been supporting freelancers, contractors, and self-employed professionals for 30 years. With our head office in Warrington and additional UK offices in London, Coventry, and Bournemouth, we have grown into a trusted provider of accountancy, tax, and support services.
Now part of the People2.0 group, we continue to innovate and expand, offering our employees a dynamic and rewarding place to build their careers. Our Coventry office (CV5) is easily accessible by car and an 8-minute walk from the nearest train station. We offer hybrid working, with a minimum requirement of 2 days in the office and the flexibility to work from home the rest of the week. During the initial 2-week training period, you’ll be in the office full-time for team integration and peer training.
As the Appointment Setter, you play a vital role in connecting with clients and uncovering potential leads for our Financial Advisors. Your main tasks include:
- Using marketing data from email, DM, and social campaigns.
- Making outbound calls to set appointments with existing customers to discuss value-added products.
- Handling customer enquiries within Brookson via inbound and outbound calls and emails.
- Maintaining accurate CRM records.
- Collaborating with the marketing team and providing feedback on successful appointment-generating themes.
What are the qualities that can help you thrive as an Appointment Setter?
- Strong communication skills with a friendly telephone approach.
- Able to work towards KPIs and targets comfortably.
- Proficiency in Microsoft Office.
- Previous sales experience isn’t essential; we’ll provide all the training you need.
In Return for joining Brookson as an Appointment Setter, we want everyone to feel valued and have a sense of belonging. That is why we offer a wide range of benefits plus an internal commitment to all colleagues around communication, engagement, and professional development. The benefits for this role include:
- Potential to earn monthly commission for each appointment made.
- Hybrid working.
- 5% company pension contribution after 3 months.
- 23 days’ annual leave, plus bank holidays and your Birthday off each year.
- 2 Press Pause days per year (An opportunity to step back, breathe, and focus on your wellness).
- Free Financial Advice including Mortgages and Savings.
- Wellbeing benefits including discounted gym membership, direct GP access, and an in-house Mental Health First Aid team to name a few.
If you are interested in being considered for this opportunity, please apply with your CV highlighting your relevant skills in relation to the above criteria. Regardless of the outcome of your application, all candidates will be contacted. If your application is successful, Vicky from our talent team will reach out to you within three working days to guide you through the next steps. Should you have any questions, please feel free to reach out to Vicky from the Talent Team on 07787 412090.
Appointment Setter employer: Brookson (A People2.0 Company)
Contact Detail:
Brookson (A People2.0 Company) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Appointment Setter
✨Tip Number 1
Get to know the company! Before your interview, do a bit of research on Brookson. Understand their values, services, and what makes them tick. This will help you tailor your answers and show that you're genuinely interested in being part of the team.
✨Tip Number 2
Practice your phone skills! As an Appointment Setter, you'll be making calls all day. Try role-playing with a friend or family member to get comfortable with handling different types of customer interactions. The more relaxed you are, the better you'll connect with clients.
✨Tip Number 3
Show off your communication skills! During the interview, make sure to demonstrate your friendly telephone approach. Use clear and concise language, and don’t forget to smile – it really comes through in your voice!
✨Tip Number 4
Apply through our website! We want to see your application come through directly. It shows initiative and gives us a chance to see your enthusiasm for the role. Plus, it’s super easy to do!
We think you need these skills to ace Appointment Setter
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Appointment Setter role. Highlight any customer service experience and communication skills, as these are key for us at Brookson.
Craft a Catchy Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for customer service and why you want to join our team. Keep it friendly and professional, just like we are!
Showcase Your Skills: Don’t forget to mention your proficiency in Microsoft Office and any relevant experience with CRM systems. We love seeing candidates who are ready to hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Brookson!
How to prepare for a job interview at Brookson (A People2.0 Company)
✨Know Your Stuff
Before the interview, make sure you understand Brookson's services and values. Familiarise yourself with their approach to customer service and how they support freelancers and contractors. This will help you demonstrate your passion for the role and show that you're genuinely interested in what they do.
✨Practice Your Communication Skills
As an Appointment Setter, strong communication is key. Practice speaking clearly and confidently, especially over the phone. You might want to role-play common scenarios with a friend or family member to get comfortable with handling customer enquiries and setting appointments.
✨Show Your Team Spirit
Brookson values collaboration, so be ready to discuss how you work well in a team. Think of examples from past experiences where you've successfully collaborated with others, especially in a sales or customer service context. Highlighting your ability to provide feedback and work alongside marketing teams can set you apart.
✨Ask Thoughtful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the training process, the team culture, or how success is measured in the role. This shows your enthusiasm and helps you gauge if Brookson is the right fit for you.