Hybrid Appointment Setter bei TFAS Enterprises Ltd
TFAS Enterprises Ltd · Leeds, Vereinigtes Königreich · Hybrid
- Junior
- Optionales Büro in Leeds
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.
About the Role
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.
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.
About You
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 of financial services products is advantageous but not essential, as full training will be provided.
Our benefits
- 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 commitment
- 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
Qualifications
Desirable
RO1 / CMAP / DIPFA or higher
Desirable
RO1 / CMAP / DIPFA or higher
Experience
Essential
Experience working in a target driven environment
Essential
Experience working in a target driven environment
Desirable
Experience working in the financial sector or in a regulated environment
Experience working in the financial sector or in a regulated environment
Skills
- 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
Behaviours
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
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
