Remote Appointment Setter

Tax Debt Ltd; United Kingdom; Remote; GBP 22,000 - 28,000; Full time

Benefits offered by this job

Flexible Working Hours

Performance Bonus

Company Pension

Fully Remote Working

Training & Development

Career Progression

Supportive Work Environment

Job summary

Tax Debt LTD is seeking a confident, organised Remote Appointment Setter to join our team. You will contact prospective clients by phone and email, identify their initial needs, and schedule consultations with our specialists.

You will maintain accurate records in the CRM, coordinate with sales and support, and strive to meet targets for calls, follow-ups and appointments while handling information securely in line with data protection procedures.

Qualifications

• Excellent verbal and written communication.
• Professional and friendly telephone manner.
• Good organisational skills and attention to detail.
• Ability to work independently in a remote environment.
• Familiar with email, spreadsheets, and CRM systems.
• Reliable internet connection and a suitable workspace.
• Good time management and the ability to follow a structured schedule.
• Previous experience in appointment setting, telesales, customer service, or lead generation desirable but not essential.
• Willingness to learn company procedures and follow approved communication guidelines.

Responsibilities

• Contact prospective clients by telephone, email, and other approved communication channels.
• Introduce Tax Debt LTD's services clearly and professionally.
• Identify potential clients who may benefit from a consultation.
• Schedule appointments for the consultation team and confirm booking details.
• Follow up with prospective clients regarding scheduled appointments.
• Maintain accurate records of calls, client interactions, and appointments in the CRM system.
• Respond to basic enquiries using approved company information and scripts.
• Coordinate with the sales and customer support teams to ensure a smooth client experience.
• Meet agreed performance targets for calls, follow-ups, and appointments.
• Handle confidential client information responsibly and follow company data protection procedures.

Skills

Verbal communication

Written communication

Organisation

Remote work

CRM familiarity

Time management

Computer basics

Scheduling

Appointment setting experience

Tools

CRM systems

Email

Spreadsheets

Job description

Job Description

Tax Debt LTD provides support and consultation services for individuals and businesses seeking assistance with tax-related matters. We aim to help prospective clients understand the support available to them and connect them with the appropriate consultation services.

We are looking for a confident, organised, and customer-focused Remote Appointment Setter to join our team. The successful candidate will contact prospective clients, identify their initial needs, and schedule consultations with our team.

Key Responsibilities

• Contact prospective clients by telephone, email, and other approved communication channels.

• Introduce Tax Debt LTD's services clearly and professionally.

• Identify potential clients who may benefit from a consultation.

• Schedule appointments for the consultation team and confirm booking details.

• Follow up with prospective clients regarding scheduled appointments.

• Maintain accurate records of calls, client interactions, and appointments in the CRM system.

• Respond to basic enquiries using approved company information and scripts.

• Coordinate with the sales and customer support teams to ensure a smooth client experience.

• Meet agreed performance targets for calls, follow-ups, and appointments.

• Handle confidential client information responsibly and follow company data protection procedures.

Requirements

• Excellent verbal and written communication skills.

• A professional and friendly telephone manner.

• Good organisational skills and attention to detail.

• Ability to work independently in a remote environment.

• Basic computer skills and familiarity with email, spreadsheets, and CRM systems.

• Reliable internet connection and a suitable workspace.

• Good time management and the ability to follow a structured schedule.

• Previous experience in appointment setting, telesales, customer service, or lead generation is desirable but not essential.

• Willingness to learn company procedures and follow approved communication guidelines.

Benefits

• Flexible Working Hours: Flexible scheduling options to support work-life balance, subject to business requirements.

• Performance Bonus: Earn additional bonuses based on individual performance and achievement of agreed targets.

• Company Pension: Access to a workplace pension scheme, subject to applicable eligibility requirements.

• Fully Remote Working: Work from home without the need to commute to an office.

• Training & Development: Receive training and guidance to develop your communication, customer service, and appointment-setting skills.

• Career Progression: Opportunities to develop professionally and take on additional responsibilities as the company grows.

• Supportive Work Environment: Work with a team focused on professionalism, collaboration, and client satisfaction.