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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 receive wellness perks.
- Other info: Dynamic workplace with excellent growth opportunities and a focus on wellbeing.
- 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.
The predicted salary is between 25000 - 30000 £ 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 in Colchester 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 in Colchester
✨Tip Number 1
Get to know the company inside out! Research Brookson's values, services, and recent news. This will help you tailor your conversations and show genuine interest when you connect with them.
✨Tip Number 2
Practice your phone skills! Since you'll be making outbound calls, try role-playing with a friend or family member. This will help you sound confident and friendly when chatting with potential clients.
✨Tip Number 3
Network like a pro! Use platforms like LinkedIn to connect with current employees at Brookson. They can provide insights and maybe even tips on how to stand out during the interview process.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're serious about joining the team and ready to take that next step in your career.
We think you need these skills to ace Appointment Setter in Colchester
Some tips for your application 🫡
Show Your Passion: When you're writing your application, let your enthusiasm for customer service shine through! We want to see that you genuinely care about helping clients and are excited about the opportunity to join our team.
Tailor Your CV: Make sure your CV highlights the skills and experiences that match the Appointment Setter role. Use keywords from the job description to show us you understand what we're looking for and how you fit in.
Be Clear and Concise: Keep your application straightforward and to the point. We appreciate clarity, so avoid fluff and focus on what makes you a great fit for the role. Remember, we’re looking for strong communication skills!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Brookson (A People2.0 Company)
✨Know the Company Inside Out
Before your interview, take some time to research Brookson and its services. Understand their mission, values, and the specific role of an Appointment Setter. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Practice Your Communication Skills
As an Appointment Setter, strong communication is key. Practice speaking clearly and confidently about your experiences and how they relate to the role. You might even want to do a mock interview with a friend to get comfortable with the format.
✨Prepare for Common Questions
Think about the types of questions you might be asked, such as how you handle customer enquiries or work towards KPIs. Prepare specific examples from your past experiences that demonstrate your skills and adaptability, even if you don’t have direct sales experience.
✨Show Enthusiasm for Customer Service
Brookson values exceptional customer service, so make sure to convey your passion for helping clients. Share any relevant experiences where you went above and beyond to assist someone, as this will resonate well with the interviewers.