Coronavirus (COVID-19): to find out how we can support you with your apprenticeship including if you have been affected by redundancy, read our updated information.

New Business Appointment Setter Apprentice Confidential Solutions Group Ltd

We are looking for an experienced Appointment Setter to contact potential customers. To generate the interest of potential customers to be followed up by the sales professional. This is an exciting role for the right candidate.

Sign in to apply

Closing date: 22 Oct 2021

Apprenticeship summary

  • Annual wage

    £12,000.00 - £17,000.00

  • Working week

    8:30am to 5:00pm, Monday to Friday.

    Total hours per week: 40.00

  • Expected duration

    12 months

  • Possible start date

    25 Oct 2021

  • Date posted

    17 Jun 2021

  • Apprenticeship level

    Level 3 (A level)

  • Reference number


  • Positions

    1 available

Key Responsibilities:

  • Representing, introducing and explaining the Confidential Solutions Review Process in the correct manner
  • Appointment setting and Lead Generation
  • Manage own Data allocation and Prospect Diary CRM system
  • Obtain accurate appointment information prior to arranging Prospect Meeting for a Sales Executive
  • Be aware of personal daily, weekly & monthly targets for both calls and meetings and embrace training and learning to enhance ability to achieve and exceed agreed targets

Key Performance Indicators:

  • It is expected that an Appointment Setter would dial at a rate of 15-18 calls per hour on average. This means that a minimum 100 calls per working day need to be achieved as a reasonable minimum
  • Each call logged should directly correlate to the physical call made through the Softphone or Handset. There should be no more than 10% discrepancy. Anything over this will be due to incorrect practices of the role
  • A reasonable minimum number of appointments to achieve per calendar month will be 12 fully qualified face to face appointments.
  • Performance will be reviewed on a 1-2-1 basis at weekly, monthly and at quarterly reviews

Requirements and prospects

Desired skills

  • Minimum of 12 months previous Outbound Calling Experience preferably obtained in an insurance environment
  • Previous experience of making a minimum of 100 outbound calls a day
  • Excellent interpersonal skills
  • Time management skills
  • Organisational skills

Personal qualities

  • Excellent telephone manner
  • Have a “thick skinned” personality and can overcome rejection and be able to effectively objection handle with potential Prospects

Desired qualifications

  • GCSE Grade A* to C / 9 - 4 in maths and English (or equivalent)
  • A Levels (or equivalent)

Future prospects

Promising career.

Things to consider

There would be commission payable of 10% on our first year’s earnings for any successfully booked appointment that converts to an actual client. These commission payments per sale could be between £100 to £500+ for the candidate dependent on the annual insurance premium spend of the client secured. The bonuses would be payable monthly in arrears.

Initial interviews would be conducted by zoom or teams with second interviews face to face in the office.

There would be an element of office (currently two days) and home working whilst we remain under the current guidance, and this will be subject to change so flexibility and the ability to work from home is a necessity.

Salary £12,000 to £27,000 per annum. This will depend on the level of any previous experience outbound dialling. 

About the employer

At Confidential Solutions, our mission is to help UK businesses get the best out of their insurance review, using a unique method that keeps your business off the insurers blacklist, your coverage superb, and your premiums low.

Changing the way UK businesses transact insurance, Confidential Solutions help UK businesses get a better result from the Insurance Market. This is achieved by taking a strong contrarian stance to the traditional review process used by UK businesses.


Confidential Solutions Group Ltd






You must have JavaScript enabled to view a map of the location


Training provider


Applications for this apprenticeship are being processed by Davidson Training (UK) Ltd


Lorraine Bunyard 07951480169

Training will be given leading to a recognised Business Administrator Apprenticeship Standard Qualification.

Off-the-job training will be supported by our Training Provider – Davidson Training UK Ltd

You will also complete the Functional Skills in Maths and English up to and including Level 2 (if you already do not hold the equivalent).

We will also link this apprenticeship to the following sales units within Customer Service:

Working in a sales environment

This unit aims to develop the learners underpinning knowledge and understanding of sales processes in order to effectively carry out the role of selling to customers. Upon completion of this unit, learners will not only have the background knowledge and some of the psychology of selling they will also be able to apply the fundamentals to their own organisation’s selling cycle. The learner will have gained knowledge of techniques to overcome customer objections and be able to effectively close a sale.

Unit guidance

Outcome 1: It is expected a description of own organisation’s sales environment and sales process is included, as well as legal and regulatory requirements of own sales role.

The learner is also expected to reflect on, and show, a clear understanding of own organisation’s procedures on whom within the organisation they would raise regulatory and/or legal concerns.

Outcome 2: It is expected the learner will provide evidence of understanding, and of having used effective questioning techniques with own customers. This will have enabled the learner to offer appropriate product(s) and/or service(s) to the benefit of both the customer and own organisation. The learner will also have carried out research on the product(s) and/or service(s) of the competition and compare them to those of own organisation.

There must be evidence of how the learner would perform a “Trail Close” to establish if their customer is ready to purchase from them. Evidence of positive and professional behaviour is expected to be produced, including a reflection on what may or may not be said to a customer following own organisation’s guidelines. They will have also covered in their reflective account proactive and reactive selling, cross-selling and up-selling.

Outcome 3: It is expected the learner will reflect on own organisation’s ordering and payment processes. There will be evidence of own organisation’s service standards. The learner should also be able to identify limits of authority and where support can be obtained. They will also, show a full understanding of the sales process and be able to explain the after sales process giving examples.

Outcome 4: The learner will be required to present evidence of having been observed demonstrating the following:

  • Overcoming customer objections
  • Performing a trial close
  • Identifying cross-selling and up-selling opportunities
  • Closing the sale
  • Completing formalities

The observations can be carried out by for example:

  • Manager
  • Supervisor
  • Expert witness
  • Coach/mentor
  • Training provider

However, these observations will require to be assessed by a qualified assessor.

Apprenticeship standard

Business administrator

Level 3 (A level)

Before you apply

Before you apply for an apprenticeship you must first create an account. If you already have an account you'll need to sign in.