B2B Appointment Setter / Outbound Sales Executive

Remote (South Africa) | UK Business Hours | B2B Professional Services

The Opportunity

We are recruiting on behalf of an established UK-based financial consultancy that provides outsourced senior finance support to small and medium-sized businesses.

Our client works primarily with owner-managed businesses generating annual revenues of approximately £500,000 to £5 million, helping them improve financial visibility, manage cash flow and plan for sustainable growth.

We are looking for a confident, personable and experienced B2B Appointment Setter to engage business owners, identify potential opportunities and arrange introductory meetings with senior consultants.

This is an appointment-setting role rather than a traditional sales position. The focus is on having professional, engaging conversations and securing qualified meetings, not closing deals or negotiating prices.

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 email communications.
  

• Use a structured call script to introduce the service and establish interest.
  

• Ask relevant questions to understand business challenges, particularly around financial planning, cash flow, profitability, and growth.
  

• Identify suitable prospects and book qualified 30-minute introductory meetings with senior consultants.
  

• Manage appointment scheduling and ensure accurate diary bookings.
  

• Record all call activity, conversations and outcomes in the CRM on the same day.
  

• Provide concise daily activity reports covering calls made, conversations held, and appointments secured.
  

• Maintain a professional, consultative approach throughout every interaction.
  

About You

We are looking for someone who is comfortable speaking directly with business owners and can quickly establish rapport over the telephone.

Essential requirements:

• Previous experience in B2B outbound calling, appointment setting, telemarketing or business development.
  

• Excellent spoken English, with clear communication and an easily understood telephone manner.
  

• Confidence engaging business owners, directors, and senior decision-makers.
  

• Ability to follow a structured script while keeping conversations natural and engaging.
  

• Strong listening skills and the ability to ask relevant, thoughtful questions.
  

• Experience using CRM systems to record and manage sales activity.
  

• Excellent organisation, attention to detail and reliable reporting.
  

• A resilient, positive attitude towards outbound calling and prospecting.
  

Desirable experience:

• Previous appointment-setting experience within professional or financial services.
  

• Experience promoting business consultancy, coaching, training or other B2B services.
  

• Familiarity with engaging SME owners and understanding common business challenges.
  

• A proven track record of consistently booking qualified appointments.
  

Training and Support

The successful candidate will receive:

• Prospect lists and relevant background information.
  

• A structured calling script and clear qualification criteria.
  

• Guidance on common objections and appropriate responses.
  

• Access to the necessary CRM and appointment-booking processes.
  

• Ongoing feedback and support to improve appointment-setting performance.
  

What Success Looks Like

Success in this role will be measured by consistent outbound activity, the quality of conversations, accurate CRM management, and, most importantly, the number of qualified introductory meetings booked.

We are not looking for an aggressive salesperson or a hard closer. We want someone who can build rapport, ask intelligent questions, communicate a clear value proposition, and confidently secure the next conversation.