Appointment Setter

500,000+ warm leads to engage | Build a new outbound function | Funded professional qualifications | Clear progression into financial services advisory roles If you’re an experienced Sales Executive looking to move beyond high-volume sales and build a career in regulated financial services, this Appointment Setter role offers genuine ownership, funded qualifications and a clear route into CRM and junior advisory positions. You’ll work with a substantial pool of warm and historic leads, helping customers understand their existing pension arrangements and identifying opportunities for pension reviews and broader financial advice. You’ll also help develop a new outbound function, with progression available for the right person. Package & Benefits • Salary £30,000–£32,000 per annum, depending on experience. • OTE of £40,000+ per annum, with uncapped commission. • Direct pathway into £100k OTE roles, next step up can be achieved in 3-6 months with £40k basic. • Monday to Friday working hours, 9:00am to 5:30pm. • Private healthcare. • Profit share scheme. • 8% employer pension contribution. • Death in service cover. • Relevant professional qualifications funded, including R01, R04 and R06. • Structured training and development programme. • Clear progression into CRM and junior advisory roles. • Modern, high-specification office in a prime Manchester city centre location. • Complimentary snacks, refreshments and premium bean-to-cup coffee. • On-site shower facilities and Pilates studio access. • Regular social events and team incentives. • Direct pathway into £100k OTE roles. About the Company You’ll join a growing financial services business focused on making pension, retirement and financial advice more accessible. The business supports individuals and employers through advice, education and financial wellbeing initiatives. Key Responsibilities • Re-engage warm, historic and dormant leads to generate qualified appointments for advisers. • Identify opportunities around pension reviews, retirement planning and pension consolidation. • Engage employers and HR decision-makers around workplace pension clinics and financial wellbeing campaigns. • Contribute ideas and feedback as the new outbound sales function develops. About You • At least one year’s experience in outbound sales, telesales, lead generation, appointment setting or business development. • Experience working towards targets through proactive outbound activity. • Experience within financial services or a regulated environment, with evidence of handling objections and converting leads. If you’re looking for greater ownership, funded professional development and a credible route into financial services advisory roles, we’d be pleased to speak with you. Contact Fintelligent for more information or a confidential discussion. AW_FIN