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Mortgage Appointment Setter

Pro-Found Recruitment Solutions
Posted 2 days ago, valid for 5 days
Location

Manchester, Greater Manchester M17 1DJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Mortgage Appointment Setter position is a remote role requiring a motivated professional with a proven track record in booking appointments, particularly in the mortgage or financial services industry.
  • The role offers an attractive salary with an on-target earnings (OTE) of £45,000, combining a competitive base salary and commission for high performance.
  • Responsibilities include making outbound calls to engage potential clients, converting leads into confirmed appointments, and maintaining accurate records in a CRM system.
  • Ideal candidates should possess strong sales skills, exceptional follow-up expertise, and the ability to build rapport with clients while managing multiple leads simultaneously.
  • This position requires flexibility to work alternate Saturdays and is suited for a self-starter who thrives in a disciplined, remote work environment.

Job Title: Mortgage Appointment SetterLocation: Remote (Work from Home)Hours: Monday to Friday, 9:00 AM to 6:00 PM, plus alternate SaturdaysSalary: OTE £45,000 (Base + Commission)

Mortgage Appointment Setter Benefits

  • Attractive Compensation: OTE of £45,000, with a competitive base salary and commission structure that rewards high performance.
  • Flexible Work Environment: Enjoy the convenience of working from home, supported by a collaborative team and leadership.
  • Professional Growth: Training and development opportunities to refine your skills and advance your career.
  • Dynamic Role: The chance to be part of a growing company, making a meaningful impact on client success.

Mortgage Appointment Setter Role

Are you a motivated, results-driven professional with a proven track record of booking appointments through outbound calls? We are looking for a Mortgage Appointment Setter to join our dynamic team and play a vital role in converting online leads and inquiries into confirmed appointments.

This work-from-home position offers a fantastic opportunity to use your sales, rapport-building, and organisational skills in a supportive and flexible environment. With an OTE of £45,000, this role is perfect for someone ready to excel in prospecting and lead conversion.

Mortgage Appointment Setter Key Responsibilities

  • Outbound Calling: Make daily outbound calls to online leads and inquiries, engaging potential clients to understand their needs and qualify them for a mortgage consultation.
  • Appointment Setting: Convert leads into confirmed appointments for mortgage advisors, ensuring a seamless handover of information.
  • Follow-Up: Regularly follow up with leads to maintain engagement and build relationships until they are ready to book an appointment.
  • Prospecting: Proactively identify new opportunities and contact potential clients to expand the lead pipeline.
  • Rapport Building: Establish and nurture trust with clients through excellent communication and a professional, customer-focused approach.
  • Organised Work flow: Maintain accurate records of all interactions in the CRM system and prioritise follow-ups to maximise conversion rates.
  • Alternate Saturday Work: Be available to work alternate Saturdays to accommodate client schedules and increase appointment opportunities.

Mortgage Appointment Setter Criteria

  • Proven Track Record: Experience in booking appointments, especially in a mortgage or financial services environment, with measurable success.
  • Sales Skills: Confident and persuasive communicator with the ability to handle objections and close on appointments.
  • Follow-Up Expertise: Tenacious and persistent, with the ability to maintain regular follow-up until the lead converts into a booked appointment.
  • Highly Organised: Skilled at managing multiple leads simultaneously and keeping detailed records to ensure no opportunities are missed.
  • Rapport-Building: Exceptional interpersonal skills to create meaningful connections and leave a positive impression with potential clients.
  • Resilient & Driven: A self-starter who thrives on meeting and exceeding targets and isn't afraid to make high volumes of outbound calls.
  • Work from Home Ready: A disciplined individual who can work effectively in a remote environment with minimal supervision.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

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