What does an appointment setter do?
An appointment setter supports the sales operations of an organization. Appointment setters call potential clients and set an appointment for them to speak with a salesperson. They use their telemarketing skills to connect leads to the company's staff. Most of their time is spent on the telephone and computer to assist customers with questions and make appointments. They should be useful in managing their responsibilities to reach their goals every workday. Therefore, they need to have strong communication and management skills.
Appointment setter responsibilities
Here are examples of responsibilities from real appointment setter resumes:
- Receive leads from the TSR's, and obtain credit card information and process payments.
- Contact alumni to request donations and pledges focuse on achieving university goals and objectives.
- Maintain a high sales average, through upselling and cross- selling.
- Specialize custom gem setting work for elite clientele
- Company specialize in the sale and installation of HVAC units.
- Repair and maintain gages for tolerances CNC - operate the CNC machine
- Provide training for all TSR teams on cutting edge high technology and beta projects.
- Major duties include the set-up and operation of numerically control Uvatronics and horizontal CNC lathes.
- Maintain complete and accurate records of all daily activity and customer contact in company or client CRM systems.
- Set pans to load bread, run slicing machine, check bread and stage for loading in trucks.
- Call people to set up appointments with them to get there windows, siding, and roofing look at.
- Involve moderate to heavy data entry daily while navigating throughout a system that consist of several programs & windows.
- Conduct needs assessments for energy efficient home improvement prospects in order to set qualified appointments for HVAC & window sales
- Complete orders within the database calculating order and upselling products that may be a bonus to the products they are purchasing.
- Install lava rock to create walls around residence, run a cement mixer and pick lava rock from the lava fields.
Appointment setter skills and personality traits
We calculated that 23% of Appointment Setters are proficient in Schedule Appointments, Windows, and Telephone Calls. They’re also known for soft skills such as Analytical skills, Initiative, and Communication skills.
We break down the percentage of Appointment Setters that have these skills listed on their resume here:
- Schedule Appointments, 23%
Demonstrated ability to schedule appointments effectively with superb knowledge of developing qualified leads through telephone canvassing and referrals.
- Windows, 9%
Tasked to find prospective customers interested in getting new energy saving windows and installing Radiant Barrier inside their attic.
- Telephone Calls, 9%
Answered inbound telephone calls, made outbound sales calls; set appointments for service technicians, cleaned and maintained work areas.
- Inbound Calls, 7%
Answered inbound calls from customers regarding timeshare questions about billing and availability.
- Sales Reps, 6%
Maintained relationships with appropriate assigned sales reps daily regarding appointments.
- Cold Calls, 6%
Promoted business opportunities to individuals, cold calling provided leads, and delivering scripted presentation and answering questions.
Most appointment setters use their skills in "schedule appointments," "windows," and "telephone calls" to do their jobs. You can find more detail on essential appointment setter responsibilities here:
Analytical skills. To carry out their duties, the most important skill for an appointment setter to have is analytical skills. Their role and responsibilities require that "insurance sales agents must evaluate the needs of each client to determine the appropriate insurance policy." Appointment setters often use analytical skills in their day-to-day job, as shown by this real resume: "work from home making outbound calls to local businesses to set appointments for sales rep, experience with salesforce, data entry"
Initiative. Many appointment setter duties rely on initiative. "insurance sales agents need to actively seek out new clients in order to increase business.," so an appointment setter will need this skill often in their role. This resume example is just one of many ways appointment setter responsibilities rely on initiative: "worked in collaboration with upper management to establish new customer service initiatives. "
Communication skills. This is an important skill for appointment setters to perform their duties. For an example of how appointment setter responsibilities depend on this skill, consider that "insurance sales agents must listen to clients and be able to clearly explain suitable policies." This excerpt from a resume also shows how vital it is to everyday roles and responsibilities of an appointment setter: "achieved high monthly sales due to excellent communication with local businesses about company services and scheduled effective appointments with prospective clients. ".
Self-confidence. appointment setter responsibilities often require "self-confidence." The duties that rely on this skill are shown by the fact that "insurance sales agents should be confident when contacting prospective clients." This resume example shows what appointment setters do with self-confidence on a typical day: "marketed business-to-business newsletters using product knowledge and confident approach to exceeded sales quota in 6 of 8 months. "
The three companies that hire the most appointment setters are:
- Blue Raven Solar430 appointment setters jobs
- Momentum Solar378 appointment setters jobs
- Lifetime28 appointment setters jobs
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Compare different appointment setters
Appointment setter vs. Customer service representative
Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.
These skill sets are where the common ground ends though. The responsibilities of an appointment setter are more likely to require skills like "schedule appointments," "windows," "inbound calls," and "sales reps." On the other hand, a job as a customer service representative requires skills like "cleanliness," "pos," "data entry," and "sales floor." As you can see, what employees do in each career varies considerably.
Customer service representatives earn the highest salaries when working in the insurance industry, with an average yearly salary of $34,074. On the other hand, appointment setters are paid more in the media industry with an average salary of $33,524.On average, customer service representatives reach similar levels of education than appointment setters. Customer service representatives are 0.4% more likely to earn a Master's Degree and 0.0% less likely to graduate with a Doctoral Degree.Appointment setter vs. Outbound sales representative
An outbound sales representative focuses on securing sales by reaching out to clients through calls, correspondence, or face-to-face interactions. They primarily offer products and services, assisting customers every step of the way to ensure client satisfaction. To carry out their duties, they must perform research and analysis to identify business opportunities, develop sales strategies, generate leads, discuss product specifications with customers, introduce payment plans, and negotiate contracts. Moreover, an outbound sales representative must build positive relationships with clients while adhering to the company's policies and regulations.
In addition to the difference in salary, there are some other key differences worth noting. For example, appointment setter responsibilities are more likely to require skills like "schedule appointments," "windows," "sales reps," and "hvac." Meanwhile, an outbound sales representative has duties that require skills in areas such as "outbound sales," "excellent interpersonal," "excellent organizational," and "crm." These differences highlight just how different the day-to-day in each role looks.
Outbound sales representatives earn similar levels of education than appointment setters in general. They're 0.7% more likely to graduate with a Master's Degree and 0.0% more likely to earn a Doctoral Degree.Appointment setter vs. Telemarketing sales representative
There are many key differences between these two careers, including some of the skills required to perform responsibilities within each role. For example, an appointment setter is likely to be skilled in "windows," "hvac," "sales appointments," and "local businesses," while a typical telemarketing sales representative is skilled in "telemarketing," "outbound sales," "payment method," and "sales."
Most telemarketing sales representatives achieve a similar degree level compared to appointment setters. For example, they're 0.7% more likely to graduate with a Master's Degree, and 0.1% more likely to earn a Doctoral Degree.Appointment setter vs. Telemarketing fundraiser
Even though a few skill sets overlap between appointment setters and telemarketing fundraisers, there are some differences that are important to note. For one, an appointment setter might have more use for skills like "schedule appointments," "windows," "inbound calls," and "sales reps." Meanwhile, some responsibilities of telemarketing fundraisers require skills like "outbound calls," "alumni publications," "telemarketing," and "non-profit organization. "
The average resume of telemarketing fundraisers showed that they earn similar levels of education compared to appointment setters. So much so that theyacirc;euro;trade;re 0.3% more likely to earn a Master's Degree and more likely to earn a Doctoral Degree by 1.0%.Types of appointment setter
Updated January 8, 2025
