Appointment Setter Job Description for Resume

Updated February 16, 2021
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The position of an appointment setter is usually an entry-level one. They are hired by companies in order to assist them with the sales processes.

The main task of an appointment setter is to call potential customers, engage them in conversation, provide information regarding a product or service, and set up meetings with a member of the sales force of the company that they are representing.

Beginning your career as an appointment setter can take you places; there is much that you can understand and learn about the sales process and eventually become part of a sales team.

People hired as appointment setters need to be polite but aggressive and possess great knowledge of the service or product that they are endorsing. Appointment setters are specially trained not just in product knowledge but in handling calls and ensuring that the outcome of each call is positive.

Appointment setters are usually given a set quota that they have to meet in a week or a month.

This means that they are required to make a particular number of calls in a day and calls are recorded to gauge the quality of the information provided.

Related: Appointment Setter Cover Letter

In order to understand in more depth what an appointment setter does on a particular workday, have a look at the following list of duties.

Sample Job Description for Appointment Setter Resume

  • Take information from supervisors regarding cold/warm calling techniques
  • Call potential customers by following the calling list provided by supervisors
  • Greet customers as they pick up the phone and introduce yourself and the company
  • Provide information regarding the service or product in question
  • Answer any questions that the potential customer asks to the best of their ability
  • Make sure that the potential customer is not interrupted during conversation or questions
  • Take information from potential customers regarding their specific product or service needs
  • Jot down all information on a piece of paper or directly on to the company database
  • Ask potential customers of a particular time when they will be free to receive calls
  • Set appointments with potential customers at their convenience
  • Express gratitude to potential customers for their time
  • Assign a member of the sales force to each potential customer by providing briefs of conversation and customer needs
  • Ensure that the sales force member follows up with potential customers
  • Document all calls made to potential customers

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