Lead Booker

📞 We’re Hiring a Lead Booker… But This Isn’t Your Typical Sales Job
Do you get a buzz from turning a “maybe” into a “yes”?
Does hitting target feel better than a lie-in?
Can you take a “no thanks” and come back swinging thirty seconds later?
If yes, keep reading. If not, please don’t waste your time (or ours).
━━━━━━━━━━━━━━━
𝗔𝗯𝗼𝘂𝘁 𝗨𝘀
We’re a fast-growing financial services business built on one idea: great advice starts with a great first conversation.
Our Advisors change people’s financial futures. But none of that happens without someone opening the door first.
That’s where you come in.
━━━━━━━━━━━━━━━
𝗧𝗵𝗲 𝗢𝗽𝗽𝗼𝗿𝘁𝘂𝗻𝗶𝘁𝘆
This isn’t a call-handling job. It’s the front line of our entire business.
You’ll turn enquiries from new customers and introducers into booked appointments for our Advisors. Every appointment is a domino. You’re the one who tips the first one over.
You’ll own your pipeline, your targets, your performance. No micromanaging. No hand-holding. Just a phone, a CRM, and a target with your name on it.
━━━━━━━━━━━━━━━
𝗪𝗵𝗮𝘁 𝗬𝗼𝘂’𝗹𝗹 𝗔𝗰𝗵𝗶𝗲𝘃𝗲

✅ Convert a high volume of enquiries into quality Advisor appointments
✅ Built a track record of strong conversion against target
✅ Earned a reputation of being sharp, professional and easy to work with
✅ Built a pipeline you manage proactively, not one that manages you
✅ Turned objection-handling into a strength, not something you dread
━━━━━━━━━━━━━━━
𝗪𝗵𝗼 𝗬𝗼𝘂 𝗔𝗿𝗲
𝗦𝗮𝗹𝗲𝘀-𝗱𝗿𝗶𝘃𝗲𝗻. You want targets, and you want to beat them.
𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁 𝗼𝗻 𝘁𝗵𝗲 𝗽𝗵𝗼𝗻𝗲. You build rapport fast and enjoy the conversation, not just endure it.
𝗥𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁. A “no” is information, not rejection.
𝗔𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗯𝗹𝗲. Clean CRM. Follow-ups that happen. Nothing rotting in your pipeline.

━━━━━━━━━━━━━━━
𝗪𝗵𝗼 𝗧𝗵𝗶𝘀 𝗜𝘀 𝗡𝗢𝗧 𝗙𝗼𝗿
🚫 Clock-watchers
🚫 Anyone who takes “no” personally
🚫 Anyone who needs telling what to do, minute by minute
🚫 Anyone after an easy, low-accountability role
🚫 Anyone allergic to a CRM
━━━━━━━━━━━━━━━
𝗪𝗵𝗮𝘁’𝘀 𝗜𝗻 𝗜𝘁 𝗙𝗼𝗿 𝗬𝗼𝘂
🔹 A performance-driven sales role with clear targets
🔹 No financial services experience needed to start

This role is the engine room of where we’re heading next. If you want in, this is your way in.

Lead Booker