Welcome to Golden Egg Recruiting & Training |  Call us on 0161 974 7080


Welcome to Golden Egg Recruiting & Training |  Call us on 0161 974 7080


Appointment Makers - £18,000-£21,000 basic OTE £30,000 Uncapped - Manchester | Golden Egg Recruiting

Appointment Makers - £18,000-£21,000 basic OTE £30,000 Uncapped - Manchester | Golden Egg Recruiting


Overall Job Purpose:

Appointment Makers are required to generate appointments for our field sales team to meet new prospects.

Using our CRM system the appointment maker will use their activity list to speak to the key decision makers at the prospects office. The activity list is populated by the Telebusiness Manager with allocated calls. The activity list should be used to ensure that callbacks are made at the appropriate time and in accordance with the size of the prospects insurance scheme.

Appointment makers are also required to call specific campaigns, which will require a specific account manager or message to be delivered.

Using Microsoft Outlook the meetings must be entered in to the appointment makers diary, the prospect and account managers. The meetings must be colour coded according to the ‘specific zone’ that the prospect is located.

The appointment maker must ensure that the allocation of account manager meets certain criteria, including;

  • Product specialism
  • Number of employed lives on the scheme
  • Location


Principal Accountabilities / Key Tasks:

  • Book appointments for the field sales team
  • Generate letters of authority for the Enterprise sales team
  • Updating the CRM system with the correct information on the products that the prospect purchases, including the broker, insurer, number of insured lives, and the name of the decision maker and in general to ensure that data integrity of the CRM is maintained
  • To ensure that the field sales team are aware of any changes to meetings and to ensure that their diary is up to date
  • To perform administrative tasks accurately and within a timely manner
  • To ensure that all calls are handled in a professional manner as set down by the company to present PMI Health Group as a professional organisation and to ensure that the information given on those phone calls is accurate
  • Take part in regular training sessions relating to products and sales techniques
  • Monthly 1-2-1 sessions with Line Manager
  • Listening to own and others calls to aid with ongoing learning and development
  • To present a professional and ethical company image at all times
  • Undertake other duties as required by the Line Manager


In addition, you will be required to:

  • Adhere to all company values, policies and procedures, including Equality and Diversity and Health and Safety
  • Maintain confidentiality; all company, client and insurer information should be kept in confidence and not released to unauthorised persons
  • Undertake appropriate training and development as required
  • Participate in group Performance Development and appraisal scheme



Department: Telebusiness, Appointment Making Team

Reports to: Telebusiness Manager

Responsible for: N/A

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