Investment B2B Appointment Setter & Business Developer

Sourcefit; Cape Town; On-site; ZAR 180,000 - 320,000; Full time

Job summary

Sourcefit in Cape Town is seeking a Sales Development professional to drive outbound engagement with our prospective B2B clients, qualify opportunities, and book qualified appointments for senior sales staff.

You will work with the CRM, track interactions, and pursue daily, weekly, and monthly targets while building relationships with business owners and decision-makers, staying informed on investment products and market trends.

Qualifications

• 2+ years in Sales Development, appointment setting, or B2B sales.
• Experience in investment/financial services is a plus.
• Strong communication with business owners and senior decision-makers.
• Proven track record of meeting or exceeding targets.

Responsibilities

• Conduct outbound calls, emails, and outreach to prospective B2B clients.
• Identify decision-makers to introduce investment opportunities.
• Qualify leads based on defined criteria and client requirements.
• Book high-quality appointments for senior sales representatives.
• Maintain accurate records in the CRM system.
• Meet daily, weekly, and monthly appointment targets.

Skills

Lead generation

B2B sales

Cold outreach

CRM proficiency

Appointment setting

Negotiation

Tools

CRM platforms

Job description

Sourcefit in Cape Town is seeking a Sales Development professional to drive outbound engagement with our prospective B2B clients, qualify opportunities, and book qualified appointments for senior sales staff.

You will work with the CRM, track interactions, and pursue daily, weekly, and monthly targets while building relationships with business owners and decision-makers, staying informed on investment products and market trends.