Job Overview

Ready to take the next step in your financial services career?

As our UK B2B Appointment Setter (Financial Services), you’ll connect directly with UK business owners, build genuine rapport, and book high-value meetings for our senior sales team. In this role, you will navigate gatekeepers, qualify top prospects, and keep our sales pipeline organized using HubSpot. If you bring proven UK B2B phone experience and thrive in a regulated financial environment, we’d love to welcome you aboard! 

Schedule: Remote, Part-Time | Monday to Friday 9:30am to 1:30pm UK (GMT/BST).

Responsibilities:

• Conduct outbound calls to UK business owners to generate qualified appointments.
• Engage with prospects to assess interest without selling products or providing financial advice.
• Schedule qualified meetings directly into the sales team's calendar.
• Navigate gatekeepers and identify key decision-makers.
• Maintain and update lead records, call outcomes, and follow-up activities in HubSpot.
• Provide end-of-day activity reports, including outreach volume, outcomes, and scheduled appointments.
• Support prospect list building and LinkedIn outreach to strengthen the sales pipeline.
• Maintain professional communication while adhering to company processes and compliance standards.

Requirements:

• Previous experience in B2B appointment setting or outbound sales development
• Previous experience with lead generation. 
• Proven experience working with UK business owners and decision-makers.
• Experience in financial services or another regulated industry is highly preferred.
• Proficiency with HubSpot or a similar CRM platform.
• Excellent spoken and written English.
• Strong confidence handling gatekeepers and reaching decision-makers.
• Excellent communication, organizational, and time management skills.
• Ability to work independently while consistently meeting outreach and appointment.

Independent Contractor Perks:

• Immediate hiring
• Permanent work from home

Note:

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.