Appointment Setter & Lead Qualifier

BruntWork; South Africa; Remote; ZAR 180,000 - 240,000; Full time

Benefits offered by this job

Health Insurance Coverage

Permanent work from home

Immediate hiring

Ongoing training and development

Job summary

BruntWork is seeking an Appointment Setter and Lead Qualifier to be the first point of contact for inbound leads. You will book appointments and pre-qualify prospects for licensed advisors, focusing on health and financial questions to prepare warm, decision-ready clients.

This remote, full-time role requires strong conversational skills, integrity, and the ability to manage lead lists while working across flexible shifts to maximize scheduling success.

Qualifications

• Experience in appointment setting or outbound sales.
• Excellent verbal communication and objection handling.
• Ability to pre-qualify leads with a focus on health and financial questions.
• Self-motivated with independent lead list management.
• Familiarity with GoHighLevel or similar CRM platforms is a plus.

Responsibilities

• Contact leads from paid ads to book appointments with licensed advisors.
• Pre-qualify prospects via discovery calls on health and financial goals.
• Gather mortgage protection details and assess insurance needs.
• Document policies and client information for advisors' prep.
• Nurture leads with multi-touch follow-ups to maximize show rates.
• Maintain CRM records and track appointment outcomes.

Skills

Appointment setting

Outbound sales

Rapport building

Verbal communication

Lead management

CRM tools

Tools

GoHighLevel CRM

VoIP dialing systems

CRM phone tools

Canva

Job description

Our client is looking for an Appointment Setter and Lead Qualifier, whi will serve as the critical first point of contact for inbound leads generated through paid advertising, building genuine connections that transform interest into booked appointments and qualified opportunities. Your role goes beyond scheduling calls—you will pre-qualify prospects through thoughtful health and financial questions, ensuring licensed advisors receive warm, prepared clients ready to make decisions. This is a relationship-driven sales role where your conversational skills and integrity directly impact client show rates and the firm's growth trajectory.

Schedule

Remote, Full time | Monday - Friday, 7:30 AM - 10:00 AM / 4:00 PM - 8:00 PM CST, Saturday - Sunday, 12:00 PM - 6:00 PM CST (some weekends off).

Responsibilities

• Contact leads generated through Meta ads via phone and text to book appointments with licensed financial advisors
• Pre-qualify prospects by conducting 15-minute discovery calls covering health history, tobacco use, medications, surgeries, and financial goals
• Gather mortgage protection details including loan balance, equity, term length, and asset protection needs
• Confirm prospect interest in protecting their home, family, or both through tailored insurance solutions
• Document existing policies, work benefits, and coverage amounts to prepare advisors for consultations
• Nurture leads through multi-touch follow-up via text and phone to overcome scheduling objections and maximize show rates
• Ensure appointment quality by building authentic rapport and creating genuine need rather than pressuring prospects to book
• Manage lead lists and update CRM records in GoHighLevel to track contact attempts and appointment outcomes
• Work strategically across morning, midday, and afternoon shifts to maximize contactability across different prospect schedules

Requirements

• Proven experience in appointment setting or outbound sales roles
• Natural conversationalist with charismatic personality and ability to build instant rapport
• Strong integrity and commitment to booking quality appointments with high show rates
• Excellent verbal communication skills with ability to handle objections and nurture hesitant prospects
• Comfortable conducting pre-qualification interviews covering sensitive health and financial topics
• Self-motivated and able to manage lead lists independently with minimal supervision
• Reliable internet connection and professional home office setup for consistent dialing
• Bonus: if you have experience in the insurance or financial services industry
• Bonus: if you have worked with VoIP dialing systems or integrated CRM phone tools
• Nice to have: It helps if you have experience with social media management or content creation using Canva
• Nice to have: It helps if you are familiar with GoHighLevel CRM or similar sales platforms
• Permanent work from home
• Immediate hiring
• Health Insurance Coverage
• Benefit from ongoing training and personal development support.
• Potential for commission structure on top of base salary to reward performance