Appointment Setter

Company Description

HLPartnership (HLP) is a UK-based Appointed Representative (AR) Network that specializes in supporting mortgage and protection advisers. With a strong focus on customer-centric services, HLP provides bespoke business solutions that include access to an extensive product range, award-winning marketing services, and tailored training programs. Leveraging a cutting-edge technology platform developed with its members, HLP aims to empower advisers by streamlining operations and enhancing business development. The company also organizes regular events and ensures its network has the tools needed to deliver exceptional outcomes for clients.

Role Description

This is a full-time, on-site Appointment Setter role based in Leicester. The Appointment Setter will be responsible for coordinating and scheduling appointments, assisting with lead generation activities, and managing communication with clients. Additionally, the role involves providing exceptional customer service to ensure client needs are met effectively and professionally. A candidate with a marketing background would be beneficial, as this role may develop into social media and Email marketing generation

Qualifications

• Experience in Setting Appointments and Appointment Scheduling
• Financial Services Experience
• Proficiency in Lead Generation and related activities
• Strong skills in Communication and Customer Service
• Ability to multitask and manage time efficiently
• Attention to detail and organizational skills
• Proficiency in working with scheduling or CRM tools is a plus
• Previous experience in the financial or mortgage sector is beneficial

Job Type: Full-time

Pay: £24,500.00-£30,000.00 per year

Work Location: In person