Inbound Client Relations Specialist (Wealth Sales)

The Legends Agency; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A reputable wealth advisory business in Cape Town seeks a Client Relationship Coordinator to engage warm leads and convert them into consultations for financial planners. The ideal candidate will have 1-2 years of experience in customer engagement or sales, strong communication skills, and the ability to work proactively in a performance-driven environment. This role offers a competitive salary with commission potential and is integral to the company's growth and client satisfaction.

Benefits

Competitive salary with commission

Qualifications

• 1 to 2 years of experience in customer engagement, inside sales, or telesales.
• Strong communication skills to engage professionally over the phone.
• Proactive team player who seeks continuous improvement.

Responsibilities

• Engage warm leads through the company's website promptly and professionally.
• Convert inquiries into confirmed appointments for financial planners.
• Maintain accurate call logs and follow-up tasks in the CRM.

Skills

Strong communication skills

Customer engagement

Sales skills

Organizational skills

Tech-savvy

Tools

CRM systems

Job description

A reputable wealth advisory business in Cape Town seeks a Client Relationship Coordinator to engage warm leads and convert them into consultations for financial planners. The ideal candidate will have 1-2 years of experience in customer engagement or sales, strong communication skills, and the ability to work proactively in a performance-driven environment. This role offers a competitive salary with commission potential and is integral to the company's growth and client satisfaction.