Part Time Qualifications Specialist | Appointment Setter | Client Engagement Specialist

Part-Time Evening Qualifications Specialist | Telephone Sales & Lead Qualification

Flexible Part-Time Hours | £24,000–£26,000 FTE (Pro Rata) | Up to £1,000 Monthly Bonus Earning Potential | Hybrid/Remote Options After 3 Months

Great Earning Potential. Flexible Hours. Uncapped Bonus. Clear Salary Progression.Experienced in Telephone Sales, Lead Qualification or Appointment Setting? Make Your Hours Count.

Are you a confident, target-driven telephone professional who knows how to build rapport, ask the right questions and turn great conversations into qualified opportunities?

At Lead Tech, we're looking for experienced Telephone Sales Executives, Lead Qualification Specialists, Appointment Setters and Contact Centre Professionals to join our growing team.

We're particularly interested in candidates who can work evenings between 5pm and 8pm, but we're flexible and happy to discuss different part-time working arrangements of up to 30 hours per week.

Whether you're looking to supplement your income, work around existing commitments or find a flexible part-time career, this is an opportunity to put your telephone skills to work and be rewarded for your performance.

With bonus earning potential of up to £1,000 per month, clear salary progression and hybrid/remote working options available after your first 3 months, this is more than just another contact centre role.

What We're Offering

• Competitive starting salary: £24,000 full-time equivalent (FTE), paid pro rata based on your agreed working hours.
• Uncapped monthly performance bonus: Bonus earning potential of up to £1,000 per month, depending on performance.
• Clear salary progression: Increase your basic salary to £25,000 FTE after 6 months, subject to performance and successful probation.
• Further salary progression: Increase to £26,000 FTE after 12 months, subject to continued strong performance.
• Flexible part-time hours: Opportunities for candidates seeking up to 30 hours per week.
• Preferred evening hours: 5pm–8pm, Monday to Friday.
• First 3 months office-based : Comprehensive training, hands-on coaching and support from our experienced team.
• Hybrid/remote working after 3 months: Flexible working options available following your initial training period, subject to performance and suitability.
• Career development: Opportunities to progress towards a Senior Qualifications Specialist position within 6–12 months.

Our full-time working week is just 36 hours, with all part-time salaries calculated pro rata.

Your earning potential doesn't stop at your basic salary. Our performance-related bonus scheme rewards people who consistently deliver high-quality results.

Bonus payments are performance-related, not guaranteed, and depend on individual results and agreed working hours.

This Isn't Just Another Call Centre Job

We're looking for experienced telephone professionals who understand the difference between simply making calls and having meaningful, productive conversations.

As a Qualifications Specialist, you'll speak with consumers who are exploring financial advice, understand their circumstances an

d identify whether one of our regulated financial advice partners can support their needs.

This is a consultative, conversation-led role where your ability to listen, question, build trust and identify opportunities is essential.

You'll use your telephone sales, customer engagement and lead qualification experience to conduct detailed fact-finds, qualify customer enquiries and arrange high-quality appointments with appropriate financial advisers.

No robotic scripts. No one-size-fits-all conversations.

We value people who can think on their feet, take ownership of conversations, ask intelligent questions and deliver results while maintaining excellent customer outcomes.

If you're an experienced appointment setter, telephone sales advisor, lead generator, business development executive or contact centre professional who enjoys working towards targets and earning performance-related bonuses, this could be your ideal next move.

What You'll Be Doing

Every customer is different, so every conversation is different.

You'll take ownership of customer conversations, using your communication skills and commercial awareness to identify needs, qualify opportunities and deliver positive outcomes.

Your key responsibilities will include:

• Lead Qualification: Engaging with consumers and identifying suitable opportunities for financial advice.
• Consultative Conversations: Using effective questioning, active listening and needs-based discussions to understand customer requirements.
• Customer Engagement: Building rapport quickly, establishing trust and creating a positive telephone experience.
• Fact-Finding & Needs Analysis: Asking intelligent, probing questions to uncover customers' circumstances, financial goals and requirements.
• Appointment Setting: Generating high-quality, qualified appointments with suitable regulated financial advisers.
• Objection Handling: Confidently addressing customer questions, concerns and barriers while maintaining a professional, customer-first approach.
• Opportunity Identification: Recognising relevant customer needs and opportunities through effective questioning and commercial awareness.
• Customer Journey Management: Clearly explaining next steps, managing expectations and ensuring professional customer handovers.
• Performance & KPIs: Consistently working towards individual and team targets, quality measures and productivity standards.
• Compliance & Quality: Maintaining accurate customer records and following FCA requirements, Consumer Duty principles and customer vulnerability procedures.
• Customer Vulnerability: Recognising when customers may need additional support and adapting your approach appropriately.
• Data Accuracy: Handling personal and potentially sensitive information securely, accurately and professionally.

Who We're Looking For

Experience matters for this role.

We're looking for confident, results-driven telephone professionals who are comfortable engaging customers, asking direct questions and working in a performance-focused environment.

You'll ideally have experience in one or more of the following:

• Telephone Sales / Telesales
• Lead Generation & Lead Qualification
• Appointment Setting / Appointment Booking
• Contact Centre / Call Centre Sales
• Outbound Sales & Customer Engagement
• Inbound Enquiry Handling
• Sales Development / Business Development
• Financial Services Lead Generation
• Customer Needs Analysis
• Target-Driven Customer Service

More importantly, you'll be able to demonstrate that you can build rapport, uncover customer needs, manage objections and achieve results without compromising the quality of the customer experience.

What Makes a Great Qualifications Specialist?

Confident Communicator – You're comfortable taking ownership of conversations, asking direct questions, and guiding customers through a structured discussion.

Natural Relationship Builder – You establish rapport quickly, create trust and make customers feel comfortable discussing their circumstances.

Skilled Questioner – You know how to listen, probe and uncover the information needed to properly qualify a customer.

Commercially Driven – You enjoy working towards targets, generating quality opportunities and maximising your performance-related earnings.

Consultative in Your Approach – You focus on understanding customer needs rather than delivering a scripted sales pitch.

Resilient & Results-Focused – You remain positive, professional and motivated in a target-driven environment.

Confident at Handling Objections – You can address customer concerns, communicate value and keep conversations productive without being pushy.

Empathetic & Customer-Focused – You understand that financial conversations can be personal and sensitive, and you adapt your approach accordingly.

Accurate & Professional – You recognise the importance of capturing information correctly and following regulated processes.

Self-Motivated – You take ownership of your performance, manage your time effectively, and can work independently once trained.

Experience Requirements (Essential)

• Minimum 1 year of contact centre experience.
• Minimum 1 year of outbound telephone sales experience.
• Experience working towards performance targets and KPIs.
• Strong telephone communication, questioning and listening skills.
• Confidence handling customer objections and managing conversations.
• Ability to work accurately and professionally within established processes.

Desirable

• Appointment setting or lead qualification experience.
• Financial services or regulated customer journey experience.
• Experience using CRM systems.
• Understanding of Consumer Duty and customer vulnerability.
• Experience conducting customer fact-finds or needs assessments.

Previous financial services experience is an advantage, but not essential.

We'll provide comprehensive training on our products, processes, regulatory requirements, and customer qualification approach.

Flexible Part-Time Hours That Work for You

We recognise that experienced professionals are often looking for greater flexibility without sacrificing earning potential or career development.

That's why we're open to discussing a range of part-time working arrangements.

Our preferred evening shift is 5pm – 8pm, Monday to Friday, making this an attractive opportunity for people looking to work around daytime commitments.

However, we're also happy to consider experienced candidates seeking alternative part-time hours, up to 30 hours per week, depending on business requirements.

Whether you're looking for a few focused hours each evening or a more substantial part-time opportunity, we'd love to hear from you.

First 3 Months in the Office – Then Hybrid/Remote Options

For your first 3 months, you'll work from our office in Yeadon, Leeds.

During this period, you'll benefit from:

• Structured onboarding and comprehensive training.
• Hands-on coaching from experienced team members.
• Support with financial services products and regulatory requirements.
• Guidance on customer qualification, fact-finding and appointment setting.
• Ongoing feedback to help you build confidence and maximise your performance.

After your first 3 months, hybrid and remote working options become available, subject to performance, suitability and business requirements.

This gives you the opportunity to develop your skills, establish yourself within the team and then enjoy greater flexibility in how you work.

Why Join Lead Tech?

Lead Tech is an established, FCA-authorised financial services lead generation business based in Airport West, Lancaster Way, Yeadon, Leeds.

For more than 15 years, we've helped connect consumers across the UK with financial advice firms that can support their needs.

We've built our business around delivering quality – for our customers, our partners and our people.

We believe great results come from great conversations, strong customer relationships and talented individuals who take pride in what they do.

When You Join Us, You'll Benefit From:

• £24,000 starting salary FTE, paid pro rata.
• Uncapped monthly performance bonus, with earning potential of up to £1,000 per month.
• Clear salary progression to £25,000 and then £26,000 FTE, subject to performance.
• Flexible part-time and evening working opportunities.
• Hybrid/remote working options after your first 3 months.
• Comprehensive financial services and regulatory training.
• Hands-on coaching and ongoing professional development.
• Opportunities to progress into a Senior Qualifications Specialist role.
• A supportive, experienced management team.
• An established, quality-focused and performance-driven working environment.
• Company pension.
• Private medical insurance, subject to eligibility.
• Cycle to work scheme.
• Casual dress.
• Free on-site parking.

This Role Could Be Perfect for You If...

You've already proven that you can communicate confidently and effectively with customers over the telephone.

You enjoy building rapport, asking questions, understanding customer needs and turning conversations into positive outcomes.

You're comfortable with performance targets and KPIs, and you're motivated by the opportunity to earn more when you deliver great results.

You're looking for a flexible part-time role that makes good use of your experience, whether that's working evenings, supplementing your income or finding a better balance around your existing commitments.

And importantly, you want the opportunity to work towards up to £1,000 per month in performance-related bonus, while developing your skills within an established financial services business.

Ready to Make Your Hours Count?

We're looking for confident, motivated and experienced telephone professionals who can bring energy, professionalism and a strong work ethic to our team.

If you've worked in telephone sales, lead generation, appointment setting, customer qualification or a target-driven contact centre, we want to hear from you.

With flexible part-time hours, uncapped bonus opportunities, clear salary progression and hybrid/remote working options after 3 months, this is a fantastic opportunity to put your experience to work.

Bring Your Experience. Maximise Your Earning Potential. Enjoy Greater Flexibility.

Apply today to become a Part-Time Evening Qualifications Specialist at Lead Tech.

Pay: £24,000.00 per year

Benefits:

• Additional leave
• Casual dress
• Company pension
• Cycle to work scheme
• Free parking
• On-site parking
• Private medical insurance
• Work from home

Ability to commute/relocate:

• Yeadon LS19 7ZA: reliably commute or plan to relocate before starting work (required)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in Yeadon LS19 7ZA