skip to Main Content

Appointment Setter Job Description

How to Hire an Appointment Setter

Once you have selected your Job Description download it or convert it to a Job Advert. From here you can post/advertise your job across our network of job boards. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

Appointment Setter Job Description

Appointment Setters schedule meetings between sales staff and the prospective clients. Most Appointment Setters operate as permanent staff at companies, though these individuals sometimes work in a freelance capacity.

We are actively looking for an Appointment Setter to contact prospective clients via telephone and e-mail. As Appointment Setter your responsibilities will include ascertaining whether potential clients might be interested in our products and services and then scheduling a time for our Sales Representatives to meet with each client.

To be succeed as an Appointment Setter, you should be determined to achieve and surpass each of your work-related goals. Suitable Appointment Setters will demonstrate a thorough understanding of the sales process, including ways in which to garner clients’ interest in meeting with our Sales Representatives.

Appointment Setter Duties and Responsibilities

  • Prior experience as an Appointment Setter, Sales Representative or similar will be advantageous.
  • Computer literate.
  • Excellent verbal, written, and interpersonal skills.
  • Outstanding listening skills and attention to detail.
  • Excellent phone etiquette.
  • Professional and courteous disposition.

Appointment Setter Skills and Requirements

  • Familiarise yourself with essential details of our products and services.
  • Call prospective clients using a list of phone numbers provided to you.
  • Accept calls from prospective clients as they arise.
  • Field basic questions and concerns about the products and services we offer.
  • Schedule a consultation between the prospective client and a Sales Representative.
  • Keep a detailed log of calls, including those which were not answered.
  • Attempt to contact prospective clients who you have been unable to contact.
  • Inform the Manager of recurrent product-related complaints that warrant addressing.
  • Prior experience as an Appointment Setter, Sales Representative or similar will be advantageous.
  • Computer literate.
  • Excellent verbal, written, and interpersonal skills.
  • Outstanding listening skills and attention to detail.
  • Excellent phone etiquette.
  • Professional and courteous disposition.

How to write an Appointment Setter Job Description

To write a job description, we recommend starting with a job description template from our job description library, which contains examples for 800+ positions and professions. Our job description examples include a job summary with duties and responsibilities and skills and requirements, which can be personalised for your job vacancy.

How to write an Appointment Setter job Advert

Use our job advert template to write a job advert for posting on job sites and job boards. Our job advertising templates are carefully created to help you reach your audience and beat the competition to the best talent.

Personalising Your Appointment Setter Job Description Advise

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.


Back To Top