Financial Services & Property Investment
About the Role
We are looking for an experienced and motivated Appointment Setter / Sales Development Executive to join the Alexander Peter Group.
Alexander Peter operates across financial services and UK property investment, helping clients with their financial planning, wealth management and property investment needs.
This is a telephone-based role where you will be responsible for contacting internet-generated leads who have already expressed an interest in our services, establishing their requirements and booking qualified appointments into the diaries of our Financial Advisers and Property Consultants.
This is not a traditional cold-calling role. Leads are generated through our online marketing campaigns and provided directly to you. Your job is to make contact quickly, engage the prospect, understand their initial requirements and convert their enquiry into a booked appointment.
The successful candidate will be confident on the telephone, comfortable working to targets and experienced in making a high volume of outbound calls.
Key Responsibilities
- Contact new internet-generated leads by telephone promptly after they make an enquiry.
- Make outbound calls to prospective clients who have expressed an interest in our financial or property services.
- Engage prospects professionally and establish the reason for their enquiry.
- Ask appropriate initial qualifying questions to determine whether the prospect is suitable for an appointment.
- Explain the purpose and value of speaking with one of our Financial Advisers or Property Consultants.
- Book qualified appointments directly into consultants' diaries.
- Follow up prospects who could not initially be contacted or who require further nurturing.
- Re-engage older leads and enquiries where appropriate.
- Maintain accurate and detailed records of all conversations and activity within our CRM system.
- Manage follow-up calls, tasks and reminders through the CRM.
- Work closely with our advisers, property consultants and marketing team to maximise the conversion of enquiries into appointments.
- Meet agreed activity, contact and appointment-booking targets.
- Monitor your own pipeline and ensure opportunities are followed up consistently.
About You
We are looking for someone who is confident, persistent and personable, with the ability to build rapport quickly over the telephone.
You will ideally have previous experience in appointment setting, telesales, lead generation, outbound sales or telephone-based customer acquisition.
Previous financial services or property experience would be beneficial, but it is not essential. We are more interested in finding someone with a proven ability to speak with prospective customers and convert enquiries into appointments.
Essential Experience & Skills
- Previous experience in an outbound telephone-based role.
- Experience of appointment setting, telesales, sales development or lead conversion.
- Confident and professional telephone manner.
- Comfortable making a high volume of outbound calls.
- Strong communication and listening skills.
- Ability to build rapport quickly with prospective clients.
- Experience using CRM systems to manage leads, calls and follow-ups.
- Good working knowledge of Microsoft Office, including Outlook, Word and Excel.
- Good organisational and diary-management skills.
- Comfortable working to individual activity and appointment targets.
- Self-motivated with a strong work ethic.
- Persistent and comfortable following up prospects multiple times where appropriate.
- Accurate when recording client information and call notes.
Desirable
- Previous experience within financial services, investments, pensions, mortgages, insurance or property.
- Experience working with leads generated through Google, Meta/Facebook or other digital marketing campaigns.
- Experience working within a structured sales pipeline.
- Experience booking appointments for advisers, consultants or other professional salespeople.
What We Provide
- A regular supply of internet-generated leads.
- No requirement to generate your own leads.
- Established financial services and property businesses.
- CRM system and structured lead-management process.
- Full training on our services and the different types of enquiries you will be handling.
- Support from an experienced sales and advisory team.
- Opportunity to work across two growing areas of the business.
- Clear performance targets and the opportunity to develop within the Alexander Peter Group.
The Role
This position is ideal for someone who enjoys telephone-based sales but wants to work with prospects who have already expressed an interest, rather than spending their day making completely unsolicited cold calls.
Speed of response, persistence and quality of conversation are important. Some prospects will book immediately, while others will require several attempts and follow-up conversations.
Ultimately, your success will be measured by your ability to turn the leads we generate into quality appointments for our Financial Advisers and Property Consultants.
If you have a strong telephone manner, enjoy speaking with prospective customers and have a proven track record in outbound calling or appointment setting, we would like to hear from you.
Pay: £25,420.00-£35,773.58 per year
Benefits:
- Company pension
- Free parking
- On-site parking
Work Location: In person
