Appointment Generation/Diary Manager


We seek a home-based Appointment Generation & Diary Manager to join our Will Writing & Estate Planning organisation.

Consistently deliver a number of qualified appointments with prospect individuals against agreed monthly and quarterly targets.

Hit the ground running.
Source the prospect contacts. Put appointments in the diary.

Update and maintain accurate information on the progress of targets and prospects using the contact management system.

Report weekly and monthly on activities, performance, KPI's and results.

Understanding of data analysis / analytical resources an advantage.

Experience of using CRM systems.

Competent user of Microsoft Office applications (especially Word, Excel and PowerPoint)

£10, 000 basic £20 per qualified appointment. + Bonus -

Contact details

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