Appointment Setter (SDR)

Appointment Setter / Sales Development Representative (SDR) — Remote
Company: WBM Property Investment Ltd.
Industry: Property Investment | Architectural & Planning Services
Location: Remote — Work from Home
Market: England & Wales, UK
Working Days: Monday to Saturday (10AM–6PM BST)
Working Hours: Schedule may vary depending on operational and management requirements
Compensation:
• Base Salary: USD $150/month
• Performance Incentive: USD $1 for every client who attends their scheduled consultation
• Additional incentives and career progression opportunities for high performers
About WBM Property Investment Ltd.
WBM Property Investment Ltd. is a UK-based property investment, development, architectural and planning consultancy supporting homeowners, landlords, developers and investors across England and Wales.
We are looking for ambitious and motivated Appointment Setters / SDRs who want to develop not only sales skills, but also practical knowledge of UK property, planning and client consultation.
About the Role
This is not a traditional appointment-setting role.
You will be one of the first points of contact for prospective clients and will be trained to conduct structured initial consultation calls yourself.
Your role will include understanding the client's property requirements, qualifying the enquiry, carrying out initial planning and property due diligence, identifying the appropriate next step and arranging specialist consultations where required.
Full training will be provided on company services, planning research, consultation processes, CRM, internal resources and software.
The role combines:
Sales + Appointment Setting + Initial Consultation + Planning Research + Client Qualification
Key Responsibilities
• Contact and respond to prospective clients promptly
• Speak professionally with UK homeowners, landlords, investors and developers
• Understand and qualify property and development requirements
• Build trust and rapport with prospective clients
• Explain WBM services clearly and professionally
• Conduct structured initial consultation calls after training
• Ask appropriate questions to understand the client's property, objectives and concerns
• Gather the information required for an initial project assessment
• Identify the appropriate service, consultation or next step
• Schedule specialist consultations where required
• Follow up with clients and reduce appointment no-shows
• Maintain consistent follow-up with active opportunities
• Maintain accurate CRM records, notes and follow-up actions
• Collaborate with architects, POD teams and the Commercial Manager
Initial Planning & Property Due Diligence
Following training, you will be expected to carry out preliminary property and planning research, including:
• Navigating UK local authority planning portals
• Reviewing publicly available planning history
• Reviewing previous planning applications and decisions
• Reviewing available planning drawings and documents
• Identifying relevant property information
• Recognising common planning routes and project types
• Identifying issues that may require specialist review
• Recording findings accurately within the CRM and consultation notes
The SDR is not expected to act as a qualified architect or planning consultant. Complex or technical matters must be escalated to the relevant professional.
Company Resources & Software
You will be expected to become fully efficient in WBM's internal resources, systems and software.
Training will be provided on:
• CRM and lead-management systems
• Company communication platforms
• UK planning portals
• Internal knowledge resources
• Service information and pricing
• Consultation frameworks
• Scheduling and meeting systems
• Company templates and documentation
• Internal project-management tools
Following training, you will be expected to use these systems independently and accurately.
Performance Expectations
Performance will be assessed on:
• Number of qualified consultations
• Appointment attendance/show-up rate
• Speed of response
• Quality of lead qualification
• Quality of initial consultation calls
• Accuracy of preliminary planning research
• Follow-up consistency
• CRM accuracy
• Communication quality
• Reliability and accountability
Compensation
Base Salary: USD $150/month
Performance Incentive: USD $1 for every client who attends their scheduled consultation
High-performing team members may qualify for additional incentives, increased responsibilities and career progression.
Who We're Looking For
• Fluent in spoken and written English
• Confident communicating with UK clients
• Comfortable speaking with clients by phone and video
• Comfortable conducting consultation calls after training
• Strong listening and questioning skills
• Professional communication style
• Comfortable researching information online
• Interested in learning UK property and planning processes
• Organised, self-disciplined and target-driven
• Strong attention to detail
• Consistent with follow-ups
• Comfortable working independently in a remote environment
• Willing to learn and improve
Required Setup & Skills
• Excellent verbal and written English
• Strong communication and active listening skills
• Confidence handling client and sales conversations
• Basic objection-handling ability
• Ability to manage multiple leads and follow-ups
• CRM knowledge preferred
• Working knowledge of Google Workspace or Microsoft Office
• Own laptop or desktop computer
• Stable internet connection
• Reliable power backup
• Quiet and professional home-working environment
• Headset or earphones with a working microphone
Preferred Experience
Previous experience in any of the following is beneficial:
• Sales Development Representative
• Appointment Setting
• Inside Sales
• Business Development
• Customer Success
• Client Consultation
• Property or Real Estate
• Architecture or Construction
• B2B or B2C Sales
• Client Relationship Management
Previous property or planning experience is beneficial but not essential.
Fresh graduates with excellent English communication skills, confidence and a strong willingness to learn are also encouraged to apply.
Training
WBM will provide structured training covering:
• Company services and project types
• UK property and planning fundamentals
• Planning portal research
• Initial property due diligence
• Initial consultation structure
• Client questioning and information gathering
• CRM and internal systems
• Company resources and software
• Sales, follow-up and handover processes
Career Progression
High-performing team members may progress into roles such as:
• Senior SDR
• SDR Team Leader
• Commercial Executive
• Client Consultation Executive
• Sales Manager
• International Client

Work arrangement
No