Key Responsibilities

• Make a minimum of 100 outbound B2B cold calls per day to UK business owners and decision-makers

• Clearly introduce the client's tailored business finance offerings (e.g., business loans, asset finance, working capital, merchant cash advances, invoice finance, vehicle & property finance) 

• Qualify leads based on business-specific criteria and suitability for finance solutions

• Book 15–20 qualified appointments per week for the senior sales team

• Maintain accurate and detailed CRM (Hubspot) activity and records

• Follow up on warm leads and inbound enquiries

• Work collaboratively on scripts, value-led messaging, and outreach strategy

• Provide weekly reporting on call volumes, conversion rates, and insights to improve approach

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Requirements

• 1–2+ years of experience in B2B cold calling, lead generation, or appointment setting

• Understanding of or background in financial services, commercial lending, or business finance is highly desirable (experience with the UK finance market a strong plus)

• Excellent phone manner — confident and professional when speaking with business owners and decision-makers

• Strong communication, organisation, and time-management skills

• Resilient, target-driven, and able to handle objections constructively

• Experience with CRM tools and excellent data hygiene practices

• Able to work independently while contributing to team goals