Appointment Setter/ Business development

Sourcefit; Wes-Kaap; On-site; ZAR 250,000 - 420,000; Full time

Job summary

Sourcefit is recruiting for a sales development role in South Africa. The successful candidate will conduct outbound calls and emails to prospective B2B clients, identify senior decision-makers, and qualify opportunities related to investment products.

You will book appointments for senior team members and maintain comprehensive CRM records. The role requires a proven track record in meeting targets, strong communication skills with business owners, and proficiency with CRM/sales tools.

Qualifications

• 2+ years experience in Sales Development, Appointment Setting, or B2B sales.
• Experience in investment, financial services, or wealth management preferred.
• Experience communicating with business owners and senior decision-makers.
• Proven track record of hitting sales or appointment targets.
• Excellent telephone, negotiation, and relationship-building skills.
• Experience with CRM systems and sales engagement tools.
• Highly organized with strong attention to detail.
• Self-motivated and target-driven.

Responsibilities

• Conduct outbound calls, emails, and outreach to prospective B2B clients.
• Identify and engage with decision-makers to introduce investment opportunities.
• Qualify leads based on defined criteria and client requirements.
• Book high-quality appointments for senior sales representatives or advisors.
• Maintain accurate records of all interactions within the CRM system.
• Follow up with potential clients to nurture interest and confirm appointments.
• Meet and exceed daily, weekly, and monthly appointment-setting targets.
• Collaborate with the sales team to ensure a smooth handover of qualified opportunities.
• Maintain a strong understanding of the investment products and market trends.

Skills

Outbound calls

Prospecting

Lead qualification

Appointment setting

CRM proficiency

Negotiation

Communication

Tools

CRM systems

Sales engagement tools

Job description

Key Responsibilities

• Conduct outbound calls, emails, and outreach to prospective B2B clients
• Identify and engage with decision-makers to introduce investment opportunities
• Qualify leads based on defined criteria and client requirements
• Book high-quality appointments for senior sales representatives or advisors
• Maintain accurate records of all interactions within the CRM system
• Follow up with potential clients to nurture interest and confirm appointments
• Meet and exceed daily, weekly, and monthly appointment-setting targets
• Collaborate with the sales team to ensure a smooth handover of qualified opportunities
• Maintain a strong understanding of the investment products and market trends

Requirements

• Minimum 2 years experience in Sales Development, Appointment Setting, or B2B Sales
• Previous experience within the investment, financial services, or wealth management industry
• Strong ability to communicate with business owners and senior decision-makers
• Proven track record of meeting or exceeding sales or appointment targets
• Excellent telephone, negotiation, and relationship-building skills
• Experience using CRM systems and sales engagement tools
• Highly organized with strong attention to detail
• Self-motivated, driven, and target-oriented