Mortgage Appointment Setter

Job Title: Mortgage Appointment Setter
Location: Remote (Work from Home)
Hours: Monday to Friday, 9:00 AM to 6:00 PM, plus alternate Saturdays
Salary: OTE �45,000 (Base + Commission)

Mortgage Appointment Setter Benefits

• Attractive Compensation: OTE of �45,000, with a competitive base salary and commission structure that rewards high performance.
• Flexible Work Environment: Enjoy the convenience of working from home, supported by a collaborative team and leadership.
• Professional Growth: Training and development opportunities to refine your skills and advance your career.
• Dynamic Role: The chance to be part of a growing company, making a meaningful impact on client success.

Mortgage Appointment Setter Role

Are you a motivated, results-driven professional with a proven track record of booking appointments through outbound calls? We are looking for a Mortgage Appointment Setter to join our dynamic team and play a vital role in converting online leads and inquiries into confirmed appointments.

This work-from-home position offers a fantastic opportunity to use your sales, rapport-building, and organisational skills in a supportive and flexible environment. With an OTE of �45,000, this role is perfect for someone ready to excel in prospecting and lead conversion.

Mortgage Appointment Setter Key Responsibilities

• Outbound Calling: Make daily outbound calls to online leads and inquiries, engaging potential clients to understand their needs and qualify them for a mortgage consultation.
• Appointment Setting: Convert leads into confirmed appointments for mortgage advisors, ensuring a seamless handover of information.
• Follow-Up: Regularly follow up with leads to maintain engagement and build relationships until they are ready to book an appointment.
• Prospecting: Proactively identify new opportunities and contact potential clients to expand the lead pipeline.
• Rapport Building: Establish and nurture trust with clients through excellent communication and a professional, customer-focused approach.
• Organised Work flow: Maintain accurate records of all interactions in the CRM system and prioritise follow-ups to maximise conversion rates.
• Alternate Saturday Work: Be available to work alternate Saturdays to accommodate client schedules and increase appointment opportunities.

Mortgage Appointment Setter Criteria

• Proven Track Record: Experience in booking appointments, especially in a mortgage or financial services environment, with measurable success.
• Sales Skills: Confident and persuasive communicator with the ability to handle objections and close on appointments.
• Follow-Up Expertise: Tenacious and persistent, with the ability to maintain regular follow-up until the lead converts into a booked appointment.
• Highly Organised: Skilled at managing multiple leads simultaneously and keeping detailed records to ensure no opportunities are missed.
• Rapport-Building: Exceptional interpersonal skills to create meaningful connections and leave a positive impression with potential clients.
• Resilient & Driven: A self-starter who thrives on meeting and exceeding targets and isn't afraid to make high volumes of outbound calls.
• Work from Home Ready: A disciplined individual who can work effectively in a remote environment with minimal supervision.