Client Engagement Representative - Inbound SDR

remote work; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

VirtuHire is seeking a confident, personable Client Engagement Representative to manage inbound enquiries, engage prospective customers and schedule qualified appointments. This full-time, remote role follows US Eastern Time hours, enabling you to connect clients with the appropriate licensed professional rather than providing insurance advice.

You will answer calls, build rapport, qualify leads and coordinate warm handovers.

Qualifications

• 2+ years in inbound sales, appointment setting or customer service.
• Excellent English, professional phone manner.
• Experience with CRM, Google Workspace and Slack.

Responsibilities

• Answer inbound calls professionally and promptly.
• Build rapport with prospective clients.
• Complete intake and qualification using scripts.
• Schedule qualified appointments and handovers.
• Follow up with missed calls and leads.
• Outbound prospecting when inbound priorities allow.

Skills

Inbound sales experience

Appointment setting

Customer service

CRM experience

English communication

Remote work

Tools

CRM systems

Google Workspace

Slack

Job description

About the role

VirtuHire seeks a confident, personable and highly organised Client Engagement Representative to manage inbound enquiries, engage prospective customers and schedule qualified appointments. This full-time, remote role is listed for South Africa, with working hours from 9:00 AM to 5:00 PM Eastern Time, which corresponds to approximately 3:00 PM-11:00 PM or 4:00 PM-12:00 AM SAST depending on daylight saving. This is an unlicensed position and you will connect clients with the appropriate licensed professional rather than providing insurance advice.

What you'll do

• Answer and return inbound calls professionally and promptly.
• Build rapport and create a positive first impression with prospective clients.
• Complete preliminary intake and qualification using approved scripts and processes.
• Schedule qualified appointments and facilitate warm handovers.
• Follow up with missed calls, warm leads and previously engaged prospects.
• Conduct occasional outbound prospecting when inbound priorities are under control.

What they're looking for

• 2+ years' experience in inbound sales, appointment setting, customer service, contact centres or another phone-based client-facing environment.
• Exceptional spoken and written English with a professional telephone manner.
• Strong rapport-building, active listening and questioning skills.
• Comfortable spending a significant portion of the day speaking with clients.
• Experience using CRM or client-management systems, and comfortable using Google Workspace and Slack.
• Self-motivated, proactive and accountable when working remotely; insurance or financial services experience is beneficial but not required.

For applicants in Nigeria

• The listing specifies Remote, South Africa; Nigeria eligibility is not stated.
• Working hours are Eastern Time; confirm timezone compatibility for Nigeria.
• Employment status is Full-Time employee.
• The listing does not state pay currency or salary range.
• The listing does not mention visa or work-authorization notes.