Remote Appointment Setter

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.