Contact Centre Sales Adviser

Appointment Setter -

We are excited to invite dynamic, self-driven professionals to become part of the Lead Tech team. We’re currently offering an exciting opportunity for experienced appointment setters to join us in Pool-in-Wharfedale, Leeds. This role comes with a competitive starting salary of £23,000, rising to £23,500 after six months, along with an uncapped monthly commission structure that rewards your success.

At Lead Tech, we embrace a flexible hybrid working model, giving you the best of both worlds with a mix of remote and office-based work.

About Us

Lead Tech is an award-winning company located in the picturesque village of Pool-in-Wharfedale, just north of Leeds. For over 15 years, we’ve been at the forefront of generating high-quality leads for financial advice firms, helping consumers connect with trusted and regulated financial solutions. Our mission is clear: Connecting people. Improving lives.

We pride ourselves on excellence, which has earned us a place in the Top 100 UK Tech Companies at the Northern Tech Awards for four consecutive years. At Lead Tech, our people are our greatest asset. We cultivate an open and inclusive culture where feedback is valued, and every team member feels a strong sense of belonging.

We believe in growing together. Through comprehensive training, support, and personalised development plans, we help you reach your full potential. Creativity and innovation are at the heart of everything we do.

Why Join Lead Tech?

In 2023, we proudly achieved B Corp certification, joining a global community of companies committed to making a positive societal and environmental impact—alongside brands like Patagonia, Ben & Jerry's, and Innocent. This certification underscores our dedication to doing business with purpose, where people and the planet matter as much as profit.

As we continue our journey as a B Corp, we’re excited about the sustainable practices we’re implementing across all aspects of our operations. We’re also the first and only company in our sector to be directly authorised by the FCA, highlighting our commitment to regulatory excellence and a customer-centric approach.

About You

We’re seeking an experienced appointment setter who thrives in a fast-paced, target-driven environment. You should have a proven track record in outbound sales or customer service, with the natural ability to engage and communicate effectively with customers. We’re looking for a dynamic individual who can easily adapt and excel in a fast-paced setting.

Your enthusiasm and professional attitude are more important to us than specific industry experience, though familiarity with financial services products is a plus. We will provide all the tools and training necessary to help you grow and succeed in your role at Lead Tech.

Location: Pool-in-Wharfedale, Leeds
Salary:

• Basic: £23,000, increasing to £23,500 after 6 months
• Monthly Bonus: Based on personal performance. Around £1000 for achieving monthly target, however, bonus is uncapped
• Annual Bonus: Up to 7% of annual salary, based on company profitability
  
  

Job Type: Full-time, Permanent

• Expected hours: 37.5 per week
• This role is working full time hours between 8.00am - 8.00pm, Monday – Friday and working 1 Saturday every 6 weeks
• Hybrid working model

Main Duties and Responsibilities

• Customer Engagement: Speak with customers to understand their needs through a thorough fact-finding process. Your goal is to connect them with the most suitable financial advisor from our network.
• Appointment Setting: Book appointments between customers and financial advisors, ensuring a seamless connection to help customers with their financial queries.
• Attention to Detail: Maintain a high level of attention to detail and professionalism, ensuring that each customer is matched with the right advisor for their situation.
• Cross-Selling Opportunities: Identify and pursue opportunities to cross-sell and upsell services, enhancing the overall customer experience.
• Team Support: Assist the sales team with various tasks outside of appointment setting calls, demonstrating strong teamwork and attention to detail.

We’re looking for someone who can think on their feet and ensure that every customer leaves with a positive impression of Lead Tech’s high-quality service. You’ll join a lively and welcoming team where your contributions will be valued from day one.

Our Culture

At Lead Tech, we offer a vibrant, fast-paced, and friendly environment. Recognised by Computing as one of the best places to work in digital in the UK, and ranked by Tech Nation among the fastest-growing tech businesses in the North, Lead Tech is the ideal place for those who thrive in a sociable and dynamic workplace.

What We Offer

• Competitive Compensation: A starting salary of £23,000, increasing to £23,500 after 6 months, with uncapped monthly bonuses based on performance and an annual bonus of up to 7% based on company profitability.

• Generous Benefits:
  • Additional leave
  • Casual dress code
  • Regular company events
  • Company pension scheme
  • Cycle to work scheme
  • Enhanced maternity and paternity leave
  • Flexitime options
  • Free on-site parking
  • Health & wellbeing programmes
  • Paid volunteer time
  • Private dental and medical insurance

• Career Development: We invest in your growth with outstanding development opportunities and personalised training plans.
• Inclusive Environment: We are a diverse, community-focused organisation committed to supporting inclusion and diversity. We celebrate all abilities, sexual orientations, ethnicities, faiths, and genders.

Ready to Take the Next Step?

If you’re ready to join a forward-thinking team in a rapidly growing company where your ambition, passion, and innovation will be rewarded, we’d love to hear from you. Send us your CV and start your journey with Lead Tech today.

Join our team in Pool-in-Wharfedale, Leeds.