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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 opportunities for professional growth and well-being support.
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.
What will you be doing as an Appointment Setter? 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.
- Handle 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
Here at Brookson, 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.
Next Steps
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 Coventry 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 Coventry
✨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! Since you'll be making outbound calls as an Appointment Setter, it’s crucial to sound confident and friendly. Grab a friend or family member and do some mock calls to get comfortable with the process.
✨Tip Number 3
Show off your communication skills! During the interview, make sure to highlight your ability to connect with people. Share examples of how you've successfully handled customer inquiries or worked towards targets in the past.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email to Vicky from the Talent Team. It shows your appreciation and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Appointment Setter in Coventry
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Appointment Setter role. Highlight any customer service experience and communication skills, as these are key for us at Brookson. We want to see how you can connect with clients!
Show Your Passion: In your cover letter, let your passion for exceptional customer service shine through. We love candidates who are genuinely excited about helping others and contributing to our team culture.
Be Clear and Concise: When filling out your application, keep your language clear and concise. We appreciate straightforward communication, so make it easy for us to see why you’d be a great fit for the role.
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application 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. Understand their services, values, and recent developments. 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, especially over the phone. You might even want to role-play with a friend to simulate the interview environment and get comfortable with potential questions.
✨Familiarise Yourself with CRM Tools
Since maintaining accurate CRM records is part of the job, it’s a good idea to brush up on any CRM software you’ve used before. If you haven’t used one, do a bit of research on popular options. This shows you’re proactive and ready to hit the ground running.
✨Prepare Questions for Your Interviewer
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and growth opportunities at Brookson. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.