Appointment Setter

Appointment Setter

Leeds Full-Time 19200 - 22080 £ / year (est.) No home office possible
TFAS Enterprises LTD

At a Glance

  • Tasks: As an Appointment Setter, you'll connect with customers through calls to understand their needs.
  • Company: Join Inzuzo, part of TFAS Enterprises, a leader in innovative financial advice and digital marketing.
  • Benefits: Enjoy flexible working hours, remote work options, and generous company perks including bonuses and training.
  • Other info: Work in a vibrant environment with opportunities for continuous professional development and social events.
  • Why this job: Be part of a supportive team culture focused on personal growth and career progression.
  • Qualifications: Previous experience in sales or customer service is preferred; passion for connecting with people is essential.

The predicted salary is between 19200 - 22080 £ per year.

Inzuzo, part of TFAS Enterprises, is on a mission to redefine financial advice by combining world-class expertise with cutting-edge digital marketing technology. As a trusted partner to some of the UK's largest and most respected organisations in the financial services industry, we are proud to be at the forefront of innovation, growth, and customer satisfaction.

What makes us different? Innovation is at the forefront of our company. We believe in pushing boundaries and empowering our people to thrive. Our team-centric culture is built on collaboration, support, and a shared passion for delivering exceptional results. Underpinned by consistently high employee satisfaction scores, we prioritise wellbeing, opportunity, and personal growth.

We also know that your growth is our growth. That’s why we’re committed to investing in your professional development. Whether you see your future in sales or aspire to become a qualified Financial Advisor, our one-of-a-kind training programme will equip you with the skills, knowledge, and exposure needed to fast-track your career. You’ll be set up for success from day one, with a clear pathway for progression and the full backing of a company that believes in your potential.

As a proactive and results-driven Appointment Setter, you will play a key role in delivering a premium customer experience. Through a mix of inbound and outbound calls, you’ll take the time to understand each customer’s goals and motivations and connect them with our trusted panel of clients.

We’re seeking a motivated and enthusiastic individual with a passion for connecting with people and delivering results. You’ll have previous experience in telephone or face-to-face sales, lead generation, or appointment setting, and be confident in building rapport with customers. You’ll thrive in a fast-paced, target-driven environment and bring a positive, team-oriented attitude along with a willingness to learn. Familiarity with financial services products is advantageous but not essential, as full training will be provided.

Our benefits include:

  • Realistic OTE £34,500 - £45,500
  • Generous company benefits and incentives
  • 24/7 wellbeing support
  • Excellent work-life balance
  • Structured development opportunities with clear progression routes
  • Investment in learning opportunities including paid for exams

Working Hours: 37.5 hours per week: Three early shifts (09:00 – 17:30) and two late shifts (10:00 – 18:30) Monday - Friday. Early Friday finish at 16:00. Flexibility available to accommodate personal commitments. The option of one working from home day per week upon successful completion of probation.

Key Responsibilities:

  • Conduct outbound calls to consumers
  • Receive inbound calls
  • Provide solutions in line with consumer objectives
  • Maintain workflow effectively
  • Update the CRM accurately and consistently
  • Adhere to OFCOM standards and TCF
  • Provide fair and reasonable outcomes for all consumers and clients
  • Ensure all information referred externally is accurate and professionally annotated
  • Achieve all KPI benchmarks

Skills, Knowledge and Expertise:

  • Strong communication skills
  • Strong attention to detail
  • Excellent interpersonal skills
  • Excellent time management and organisation skills
  • Ability to self-manage and motivate themselves
  • Ability to work to deadlines and meet targets
  • Passionate about hitting targets and earning bonus

Our Company Behaviours are central to our culture and pivotal to our success. We’re not just looking for employees; we’re looking for individuals who embody our values and want to contribute to our shared mission:

  • Open – Relate and communicate with others, adapting your style to everyone.
  • Positive – Being optimistic and encouraging a positive mindset.
  • Professional – Exhibiting a courteous, conscientious, and business-like manner.
  • Leadership – Drive the company vision and positively influence those around you.
  • Cooperative – Work together and support each other to learn and grow.
  • People Focused – Delivering the best service and adding value to our clients.

What We Offer You:

  • 25 days annual leave plus Bank Holidays increasing by 1 day each year after 3 years service (maximum of 5 additional days)
  • 4pm Finish on a Friday
  • Annual performance related Company bonus and salary review
  • 5% Employer pension contribution
  • 4 x Death in Service
  • 24 Hour access to our Employee Assistance Programme with Health Assured
  • Opportunities for continuous professional development
  • Buying and selling annual leave scheme (up to 5 additional days)
  • Regular social & charity events throughout the year
  • £500 Refer a friend scheme
  • Free mortgage advice
  • Smart/casual dress code

Appointment Setter employer: TFAS Enterprises LTD

At TFAS Enterprises, we pride ourselves on fostering a dynamic and supportive work environment that prioritises innovation and employee wellbeing. As an Appointment Setter in Leeds, you'll benefit from structured development opportunities, a clear pathway for career progression, and a culture that encourages collaboration and personal growth. With generous benefits, including flexible working options and a commitment to your professional development, we are dedicated to helping you thrive in your role and beyond.
TFAS Enterprises LTD

Contact Detail:

TFAS Enterprises LTD Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Appointment Setter

✨Tip Number 1

Familiarise yourself with the financial services industry. Understanding the basics of financial products and services can give you an edge in conversations with potential clients, making it easier to connect and build rapport.

✨Tip Number 2

Practice your communication skills. As an Appointment Setter, you'll be on the phone a lot, so honing your ability to convey information clearly and confidently will help you stand out during the interview process.

✨Tip Number 3

Showcase your enthusiasm for teamwork. Since the role emphasises collaboration, be prepared to discuss examples of how you've successfully worked in teams and contributed to shared goals in previous roles.

✨Tip Number 4

Research Inzuzo and TFAS Enterprises. Understanding their mission and values will not only help you tailor your responses during interviews but also demonstrate your genuine interest in being part of their innovative team.

We think you need these skills to ace Appointment Setter

Strong Communication Skills
Excellent Interpersonal Skills
Attention to Detail
Time Management
Self-Motivation
Ability to Work Under Pressure
Target-Driven Mindset
Customer Service Orientation
CRM Software Proficiency
Adaptability
Problem-Solving Skills
Team Collaboration
Professionalism
Understanding of Financial Services Products

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights relevant experience in sales, lead generation, or appointment setting. Use keywords from the job description to demonstrate that you understand the role and its requirements.

Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the Appointment Setter position. Mention specific skills that align with the company's values, such as communication and teamwork, and explain how you can contribute to their mission.

Showcase Your Achievements: In your application, include quantifiable achievements from previous roles, such as targets met or exceeded. This will help illustrate your capability to thrive in a target-driven environment.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects professionalism and attention to detail, which are crucial for the role.

How to prepare for a job interview at TFAS Enterprises LTD

✨Research the Company

Before your interview, take some time to learn about TFAS Enterprises and its mission. Understanding their focus on innovation and customer satisfaction will help you align your answers with their values.

✨Showcase Your Communication Skills

As an Appointment Setter, strong communication is key. Be prepared to demonstrate your ability to build rapport and engage with customers during the interview. Practice active listening and clear articulation of your thoughts.

✨Prepare for Role-Specific Questions

Expect questions related to your experience in sales or appointment setting. Think of specific examples where you've successfully met targets or handled challenging situations, as this will showcase your suitability for the role.

✨Emphasise Your Team Spirit

TFAS Enterprises values a team-centric culture. Highlight your ability to work collaboratively and support your colleagues. Share experiences where you contributed to a team goal or helped others succeed.

Appointment Setter
TFAS Enterprises LTD
Location: Leeds

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