14 Oct
The Legends Agency
Cape Town
Job Title: Remote Sales Representative / Appointment Setter
Salary: R20k R23k/month (Incentives)
Location: Remote
About Us
Our client is a FCAregulated claims management company that specializes in helping clients recover compensation for missold 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 missold 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)
- Followup on unresponsive leads to reengage 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.
- Selfmotivated with the ability to work independently and manage time effectively.
- Familiarity with CRM tools and databases.
- Pipedrive experience advantageous
- Targetdriven with a track record of meeting or exceeding sales KPIs.
Remote Work :
No
▶️ Remote Sales Representative Appointment Setter
🖊️ The Legends Agency
📍 Cape Town