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B2B Appointment Setter - Financial Services

Job in South Yorkshire, York, North Yorkshire, YO1, England, UK
Listing for: Ant Marketing
Full Time position
Listed on 2026-09-01
Job specializations:
  • Sales
    B2B Sales
Salary/Wage Range or Industry Benchmark: 13.5 - 14 GBP Hourly GBP 13.50 14.00 HOUR
Job Description & How to Apply Below
Position: B2B Appointment Setter - Financial Services. Monday-Friday 8am-6pm
Location: South Yorkshire

  • Sheffied, South Yorkshire

Hourly Rate:£13.50 - £14.00 per hour (depending on experience)
Contract:Permanent
Hours:Fully Flexible, Monday to Friday between 8:00am and 6:00pm

Join Our Team!

We're looking for confident and professional communicators to join our growing B2B team. If you enjoy speaking with businesses, building relationships and working towards targets in a supportive environment, we'd love to hear from you.

What You'll Be Doing
  • Contacting businesses via telephone to discuss their financial requirements.
  • Identifying opportunities and introducing relevant financial solutions on behalf of our client.
  • Booking qualified appointments for specialist advisors.
  • Building rapport with business owners and key decision-makers.
  • Accurately updating client CRM systems with call outcomes and appointment details.
  • Working towards individual and team performance targets while delivering excellent customer service.
What You'll Receive
  • £13.50 - £14.00 per hour, depending on experience.
  • Permanent contract.
  • Monday to Friday working pattern.
  • Flexible shifts between 8:00am and 6:00pm.
  • Full training and ongoing support.
  • Opportunities for career progression.
  • Friendly and supportive working environment.
What We're Looking For
  • A minimum of 12 months' B2B appointment setting experience is essential.
  • Excellent communication and listening skills.
  • Confidence speaking with business owners and key decision-makers.
  • A professional and positive attitude.
  • Previous experience using CRM systems is desirable.
  • Good IT and organisational skills.
  • Ability to work independently and as part of a team.
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