Client Engagement Executive - Appointment Setter (Part-Time)
Remote (UK applicants)
Self-Employed Contractor
Approx. 20 Hours per Week
Earnings
· £20 per booked Strategy Call
· 2% commission on every sale generated from your appointments
· Realistic OTE: £3,000–£3,500+ per month (20 hours/week)
· High performers will have the opportunity to progress into a full-time role.
About Trade Uni
Trade Uni is an award-winning trading education company headquartered in London. We specialise in providing structured, institutional-level trading education for private individuals who want to develop their knowledge of the financial markets.
Founded by two professional traders, Trade Uni was built on the belief that institutional trading methodologies should not be reserved for banks and hedge funds. One of our founders spent more than 30 years trading and managing institutional portfolios for global investment banks, and today we make that experience accessible through structured education, mentoring and proprietary trading technology.
Our programmes combine professional trading education with innovative technology, helping our clients develop a disciplined and systematic approach to financial markets.
The Opportunity
As demand for our programmes continues to grow, we're looking for a motivated Appointment Setter to join our sales team.
Your role is simple:
Speak with warm inbound enquiries, qualify prospective clients and book Strategy Calls for our senior consultants.
This is not cold calling. Every lead has already expressed an interest in learning more about our programmes.
If you're organised, confident on the phone and enjoy performance-based earnings, this role offers excellent income potential with complete flexibility.
Your Responsibilities
· Contact new inbound enquiries as quickly as possible (ideally within five minutes of registration). This is key for increased conversion.
· Qualify prospective clients using our proven scripts.
· Book Strategy Calls into our sales team's calendar.
· Follow up with inbound enquiries who have contacted us via phone or email.
· Re-engage previous enquiries who requested information in the past.
· Keep accurate notes within our CRM.
· Maintain a professional and positive customer experience throughout every conversation.
What We Offer
- £20 for every qualified Strategy Call booked.
- 2% commission on every completed sale resulting from your appointments.
- Realistic OTE of £3,000–£3,500+ per month working approximately 20 hours per week.
- Opportunity to increase your earnings as lead volumes continue to grow.
- A premium product you can genuinely believe in. Trade Uni has been recognised with multiple industry awards, including being named Best Trading Educator on three occasions. We focus on delivering high-quality education, outstanding client support and long-term customer success—not short-term sales.
- Warm inbound enquiries only. Every prospect has already registered their interest before you make contact.
- Comprehensive onboarding, proven scripts and ongoing coaching to help you succeed from day one.
- Access to our educational programmes and the opportunity to learn from experienced professional traders.
- Fully remote working with the flexibility to work from anywhere in the world.
- Career progression opportunities, including the potential to move into a full-time position as the business continues to grow.
What We're Looking ForEssential
· Previous experience in appointment setting, telesales or sales.
· Excellent spoken English with a neutral or professional accent.
· Confident communicator with strong rapport-building skills.
· Able to respond quickly to new enquiries during agreed working hours.
· Self-employed and able to invoice monthly.
· Self-motivated with excellent organisational skills.
· Comfortable working towards performance targets.
Desirable
· Experience within education, coaching or financial services.
· Knowledge of trading, investing or financial markets.
· Experience using CRM systems.
Working Pattern
This role offers a high degree of flexibility.
Rather than working fixed office hours, you'll be available throughout the day to respond promptly to new enquiries as they arrive. So not fixed hours applicants need a flexible working pattern due to in bound lead receipts.
Most setters spend approximately 2–3 hours per day actively making calls, with additional flexibility to follow up existing enquiries at times that suit them.
The quicker you respond to new enquiries, the greater your opportunity to book appointments—and increase your earnings.
Training & Onboarding
You'll receive a structured onboarding programme consisting of:
· Two days of self-paced product and sales training.
· One day of live coaching and role-play sessions.
· Ongoing support, feedback and performance coaching.
Our systems, scripts and processes are already proven. We value attitude, work ethic and coachability far more than having the "perfect" CV.
Why Join Trade Uni?
You'll become part of one of the UK's leading trading education businesses, working with a growing team that is passionate about delivering high-quality education and outstanding client experiences.
If you're ambitious, commercially minded and motivated by uncapped earning potential, we'd love to hear from you.
Pay: £36,000.00-£75,000.00 per year
Benefits:
- Casual dress
- Company events
- Flexible schedule
- Work from home
Work Location: Hybrid remote in London
