Assistant

Old Mutual South Africa; Gauteng; On-site; ZAR 200 000 - 300 000; Part time

Job summary

A leading financial services company is seeking a Lead Generation & Appointment-Setting Assistant in Gauteng. This commission-based position involves generating leads and booking appointments for a Financial Advisor. The ideal candidate will possess strong verbal communication skills and thrive on performance-based earnings, making it suited for motivated individuals eager to succeed in a sales environment.

Qualifications

• Excellent communication skills essential for engaging clients over the phone.
• Ability to work independently while achieving sales targets.
• Reliability and discipline are crucial for managing time effectively.

Responsibilities

• Make outbound calls to generate leads for potential clients.
• Schedule appointments for the Financial Advisor.
• Track communications and appointment outcomes for effective follow-ups.

Skills

Strong verbal communication

Telephone etiquette

Self-motivated

Target-driven

Job description

Job Title: Lead Generation & Appointment-Setting Assistant (Commission-Based)

Overview: We are looking for a motivated and results-driven assistant to support a Financial Advisor in generating leads and booking client appointments.

This role is performance-based, with payment tied to each successfully closed client.

Think of it as being the "first step of the ladder" — you open the door by finding and scheduling prospects, while the Financial Advisor completes the deal.

Key Responsibilities

• Make outbound calls to potential clients (provided leads or self-sourced).
• Introduce and position financial advisory services in a professional manner.
• Book qualified appointments for the Financial Advisor.
• Track calls, appointments, and outcomes to ensure smooth follow-ups.
• Maintain a polite, persuasive, and professional communication style at all times.

Requirements

• Strong verbal communication and telephone etiquette.
• Basic understanding of sales or customer service.
• Self-motivated and target-driven, with the ability to work independently.
• Reliable, disciplined, and able to manage time effectivelypensation : Commission-based only.

Payment is made per client closed by the Financial Advisor.

Example: If the Advisor closes a client from an appointment you booked, you earn a set commission for that client.

Ideal Candidate: This position is ideal for someone confident on the phone, persuasive, and eager to earn based on results rather than a fixed salary.

It suits individuals who thrive on creating opportunities and enjoy the challenge of generating income from successful conversions.