Appointment Setter Job Description

Appointment Setter Job Description

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Appointment setter provides information to patients in regards to their appointments such as pre-appointment prep, check-in requirements, location, and parking.

Appointment Setter Duties & Responsibilities

To write an effective appointment setter job description, begin by listing detailed duties, responsibilities and expectations. We have included appointment setter job description templates that you can modify and use.

Sample responsibilities for this position include:

Solicits new or additional services as needed
Full time position, 40 hours a week
Must be able to work a flexible schedule, evening, weekends and holidays
Hourly rate plus 3 types of performance based commissions
The person selected for this position will also share in the commissions earned by the Account Executive who closes the sale provided by the Appointment Setter
Must be able to work days, nights, week-ends, and holidays including Sundays!
Internet/Sales Experience Preferred
Outbound cold calling B2B
Scheduling appointments for sales team
Schedule qualified appointments with prospective clients

Appointment Setter Qualifications

Qualifications for a job description may include education, certification, and experience.

Education for Appointment Setter

Typically a job would require a certain level of education.

Employers hiring for the appointment setter job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Education, Military, Associates, Ethics, Marketing, Communication

Skills for Appointment Setter

Desired skills for appointment setter include:

Digital marketing activity/campaigns
Tools
Ability to assist customers with a specific type of support
Ability to leverage that information in creating customized customer solutions
Major products and services and product and service groups
Products
Values and practices that align customer needs and satisfaction as primary considerations in all business decisions
Sales approaches
Services
Ability to utilize processes

Desired experience for appointment setter includes:

Quick thinking and problem solving abilities
Must be available to work a flexible schedule! Days, nights, weekends, Sundays!(no more than 40 hours a week)
Must be comfortable speaking in public - This is a SALES position
Comfortable talking to large numbers of people
Must have reliable transportation to get to and from events
Experience in sales is a huge plus

Appointment Setter Examples

1

Appointment Setter Job Description

Job Description Example
Our growing company is looking to fill the role of appointment setter. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for appointment setter
  • Conduct follow-up as necessary to confirm and/or reschedule appointments slated to visit one of our campus locations
  • Ability to handle inbound inquiries when necessary, providing customers with accurate information and direction to ensure a world-class student experience
  • Contacting the prospects on a targeted listing as provided by the Internal Sales Coordinator and qualifying them according to call script and criteria
  • Making outbound calls to make contact with existing customers to pursue cross-selling opportunities
  • Logging and updating leads in the Salesforce.com system and allocating the qualified opportunity to the appropriate Sales Representative
  • Reporting on leads generated, qualified and assigned to Sales Representative
  • Undertaking campaign marketing activities including direct mail and lead nurturing exercises
  • Contacting prospects on a targeted listing qualifying them according to call script and criteria
  • Educating homeowners on how solar can save them money and help the environment
  • Set up appointments for one of the best sales team in the country
Qualifications for appointment setter
  • Possess above average verbal communication skills
  • Must have reliable transportation to get to and from events around the greater Seattle area
  • Candidates must have ability to persuade / minimum selling skills preferred
  • Must be able to maintain a positive attitude while handling rejection
  • Must have above average verbal communication skills
  • Must be flexible to adjust work schedule to meet needs of business
2

Appointment Setter Job Description

Job Description Example
Our company is looking for an appointment setter. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for appointment setter
  • Maintain a positive mental attitude at all times and handle each customer (internal and external) in a polite, professional manner
  • Based on skill and ability, the In Store Marketer may be asked to assist in training new team members
  • Report hours worked and lead information on a daily basis
  • Call in leads to the Appointment Center at the end of each shift
  • Maintain a general knowledge of Sears’s retail store layout in order to direct customers to specific departments
  • Repetitive work, must enjoy providing customers service and sales
  • Will call potential customers and schedule appointment, then put them on the sales team's calendars
  • Will assist with Customer Service calls
  • Scheduling delivery appointments
  • Modifying schedules on an on-going basis as new requests and appointments are received
Qualifications for appointment setter
  • Transportation to and from work
  • Demonstrated track record within a sales role or outbound business to business phone sales role, achieving or exceeding sales targets
  • Ability and a passion to establish and maintain ongoing effective relationships
  • Knowledge of a webased CRM system such as Salesforce.com - desirable but not essential
  • Experience taking inbound, and making outbound sales calls
  • Strong foundation of computer skills
3

Appointment Setter Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of appointment setter. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for appointment setter
  • Calling candidates to pre-screen (minimum 200 calls a day from our database)
  • Communicate effectively to customers regarding new and current auto incentives on-behalf of car dealerships
  • Schedules appointments on behalf of our customers in order to prompt more sales
  • Surveys customers by phone
  • Records complaints concerning service rendered, referring complaints of service failures to designated departments for investigation
  • Collaborate with the SmartHome Pro to confirm in-home design appointments
  • Drive for and achieve daily, weekly and monthly lead generation, appointment confirmation goals and other KPIs
  • Set up displays and collateral
  • Extensive paid-training
  • Consistently meet cycle time/productivity goals that are aligned with corporate objectives
Qualifications for appointment setter
  • Must be able to present themselves in a professional manner
  • Must have telemarketing/ phone sales experience
  • Strong job tenure a must, at least 2 years in each position
  • B2B sales preferred
  • 35,000 plus bonus
  • Follow up with customers post service
4

Appointment Setter Job Description

Job Description Example
Our growing company is looking for an appointment setter. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for appointment setter
  • Identify and Qualify leads within region utilizing insights, data and resources
  • Engage influencers and decision makers from lead lists
  • Gather sales intelligence and provide pre-call notes to reps, utilize CSS’s as needed
  • Confirmation of appointment through acceptance of calendar invites and full use of Salesforce to collaborate and communicate internally and externally
  • Generous PTO and paid Holiday
  • Converting qualified appointments at a high level
  • Excellent opportunity with a growing company that has won lots of service awards
  • Truly an appointment setting position, no sales involved
  • Goal is to make outbound calls and set appointments for their outside sales team
  • All leads are provided, but of course any self-generated leads would be great too
Qualifications for appointment setter
  • Set service appointments for customers
  • Experience with CRM Utilization Preferred (eLEAD, XTime )
  • Residents of WA State preferred
  • At least a year of prior Internet Sales Experience a plus
  • Six months of experience using medical terminology
  • Must meet daily and weekly performance goals
5

Appointment Setter Job Description

Job Description Example
Our company is searching for experienced candidates for the position of appointment setter. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for appointment setter
  • Selling these services along with computer equipment/servers as a reseller to other companies
  • Will be doing business-to-business sales, calling on mostly office managers and warehouse managers among other decision makers
  • Will be on the phones all day, so must be disciplined and not afraid to make outbound calls
  • 1+ year of inside sales or appointment scheduling experience
  • Someone outgoing with excellent phone skills is a good fit
  • Proficient in ACT database software a plus!
  • Methodically qualify, build, and manage an accurate sales pipeline
  • Calling/emailing into target accounts based on coordination with field representatives
  • Process or follow up on all leads in a timely manner
  • Utilize professional communication, research, and interviewing skills, marketing and sales skills
Qualifications for appointment setter
  • 1+ year of experience in a commission based sales environment
  • 1+ year of experience successfully working remote for a company (must live in the DC Metro to participate onsite in continuous training)
  • Proven success with past employment
  • Ability to achieve excellence in a growing and changing environment
  • A positive attitude, competitive spirit, resilience, integrity and the ability to deliver an elite consistent customer experience
  • Highly motivated, outgoing with a friendly personality

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