At a Glance
- 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.
- Other info: Dynamic workplace with excellent growth opportunities and a focus on employee 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 Edinburgh employer: Brookson (A People2.0 Company)
At Brookson, we pride ourselves on being an exceptional employer, offering a supportive and dynamic work environment in our Coventry office. With a strong focus on employee growth, we provide comprehensive training, hybrid working options, and a range of benefits including wellness days and financial advice, ensuring that our team members feel valued and empowered to thrive in their careers.
Contact Detail:
Brookson (A People2.0 Company) Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Appointment Setter in Edinburgh
✨Tip Number 1
Get to know the company! Research Brookson and understand their values, services, and culture. This will help you tailor your conversations and show genuine interest when you connect with them.
✨Tip Number 2
Practice your pitch! As an Appointment Setter, you'll need to communicate effectively. Role-play with a friend or in front of a mirror to build confidence and refine your approach.
✨Tip Number 3
Network like a pro! Use LinkedIn to connect with current employees at Brookson. A friendly message can go a long way in getting insider tips and maybe even a referral!
✨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 Edinburgh
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 making their experience exceptional.
Tailor Your CV:Make sure your CV highlights the skills and experiences that are relevant to the Appointment Setter role. We love seeing how your background aligns with what we’re looking for, so don’t be shy about showcasing your strengths!
Be Clear and Concise:Keep your application straightforward and to the point. We appreciate clarity, so make sure your writing is easy to read and gets straight to the heart of why you’d be a great fit for our team.
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 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 they’re from different roles.
✨Show Enthusiasm for Customer Service
Since this role revolves around providing exceptional customer service, be ready to discuss what great customer service means to you. Share any relevant experiences where you went above and beyond to help a client, as this will resonate well with the interviewers.
