Elite Outbound Appointment Specialist for HNW Clients

Carrick Athena; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Carrick Athena in Cape Town is seeking an experienced Outbound Appointment Specialist to drive new business by proactively calling prospective clients and securing qualified appointments for Private Wealth Managers.

You will engage High-Net-Worth individuals with a confident, credible approach and operate in a basic-plus-commission structure to reward performance. Join a results-driven team focused on measurable targets and growth.

Qualifications

• 3+ years' experience in outbound sales, telesales, appointment setting or lead generation.

Responsibilities

• Make proactive outbound calls to prospective clients.
• Proactively identify and generate new leads.
• Engage and build rapport with High-Net-Worth individuals.
• Introduce Carrick Athena and open meaningful conversations.
• Identify and qualify potential client opportunities.
• Secure qualified appointments for Private Wealth Managers.
• Generate opportunities with potential to convert into new clients.
• Work toward defined call, appointment and new business targets.
• Maintain accurate CRM records of conversations and follow-ups.

Skills

Outbound sales

Telesales

Appointment setting

Lead generation

CRM usage

Microsoft Office

Education

Matric / Grade 12

Tools

CRM systems

Microsoft Office

Job description

Carrick Athena in Cape Town is seeking an experienced Outbound Appointment Specialist to drive new business by proactively calling prospective clients and securing qualified appointments for Private Wealth Managers.

You will engage High-Net-Worth individuals with a confident, credible approach and operate in a basic-plus-commission structure to reward performance. Join a results-driven team focused on measurable targets and growth.