B2B Appointment Setter / Outbound Sales Executive

About the role

A UK-based financial consultancy that provides outsourced senior finance support to small and medium-sized businesses is recruiting, through Remote Choice, a confident and experienced B2B Appointment Setter. The role is remote, with UK business hours, and focuses on arranging introductory meetings with senior consultants rather than closing deals.

Key responsibilities

• Make outbound calls to business owners and senior decision-makers using pre-qualified prospect lists.
• Follow up with prospects who have previously received introductory emails.
• Use a structured call script to introduce the service and establish interest.
• Ask questions about financial planning, cash flow, profitability and growth to understand business challenges.
• Identify suitable prospects and book qualified 30-minute introductory meetings.
• Manage appointment scheduling and ensure accurate diary bookings.
• Record all call activity, conversations and outcomes in the CRM on the same day.
• Provide daily activity reports covering calls made, conversations held and appointments secured.

Required profile

• Previous experience in B2B outbound calling, appointment setting, telemarketing or business development.
• Excellent spoken English and a clear, easy-to-understand telephone manner.
• Confidence engaging business owners, directors and senior decision-makers.
• Ability to follow a structured script while keeping conversations natural.
• Strong listening skills and ability to ask thoughtful questions.
• Resilient, positive attitude towards outbound calling and prospecting.
• Desirable: experience in professional or financial services appointment setting, or in promoting consultancy, coaching or training; familiarity with SME owners.

Required skills

• CRM systems for recording and managing sales activity.
• Organisation, attention to detail and reliable reporting.

What we offer

• Prospect lists and background information.
• A structured calling script and qualification criteria.
• Guidance on common objections and responses.
• Access to the CRM and appointment-booking processes.
• Ongoing feedback and support to improve performance.