13 Oct
The Legends Agency
Cape Town
Remote: Remote
Job Title: Remote Sales Representative / Appointment Setter Salary: R20k - R23k/month (+Incentives) Location: Remote About Us Our client, is a FCA-regulated claims management company that specializes in helping clients recover compensation for mis-sold investments, mortgages, and pensions. Role Overview They are looking for a Sales Representative/Appointment Setter to join their dynamic team. This is a fully remote position where you will be responsible for making the initial contact with prospective clients, qualifying leads, and scheduling meetings. The company has acquired a significant number of leads and data that need to be managed effectively.
Key Responsibilities Make outbound calls to prospective clients from a database of leads. Qualify leads to determine their potential interest in our claims management services. Engage with potential clients, explaining how we can assist with mis-sold investments, mortgages, or pensions. Schedule appointments for the senior sales team or management to follow up. Ensure accurate and timely data entry into the CRM system(Pipedrive) Follow-up on unresponsive leads to re-engage them where appropriate. Work closely with the sales and management team to provide feedback on lead quality and opportunities. Requirements Proven experience in a sales role within Financial Advisory firm/ Mortgage Brokerage firm/ Banking and financial institutions. Excellent communication skills, both verbal and written. Strong ability to build rapport and handle objections confidently. Experience in managing high volumes of data and leads. Self-motivated, with the ability to work independently and manage time effectively.
Familiarity with CRM tools and databases. Pipedrive experience advantageous Target-driven, with a track record of meeting or exceeding sales KPIs.
▶️ Remote Sales Representative / Appointment Setter - Apply
🖊️ The Legends Agency
📍 Cape Town