Outbound Appointment Specialist

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

We are looking for a confident, engaging and highly results-driven Outbound Appointment Specialist to join our team.

This is a telephone-based new business role. Your primary responsibility is proactively calling prospective clients, starting conversations and securing qualified appointments for our Private Wealth Managers.

Many of these conversations will be with High-Net-Worth individuals, so the ability to communicate confidently and credibly at this level is essential. You need to be comfortable engaging sophisticated prospective clients, building rapport quickly and representing the Carrick Athena brand professionally from the very first conversation.

This is a role for someone who is sales-driven, motivated by results and accustomed to working in a basic-plus-commission environment. In addition to a basic salary, commission is earned on every prospective client you introduce who successfully converts into an active client.

Responsibilities

• Making proactive outbound calls to prospective clients
• Proactively identifying and generating new leads
• Engaging and building rapport with High-Net-Worth individuals
• Introducing Carrick Athena and opening meaningful conversations
• Identifying and qualifying potential client opportunities
• Securing qualified appointments for our Private Wealth Managers
• Generating quality opportunities with the potential to convert into new clients
• Working consistently towards defined call, appointment and new business targets
• Following up professionally and consistently with prospective clients
• Managing leads and maintaining accurate records of conversations, follow-ups and appointments
• Keeping CRM records accurate and up to date
• Working closely with the Athena team to support new business objectives

Requirements

• Matric / Grade 12 is a minimum requirement
• A minimum of 3 years' experience in outbound sales, telesales, appointment setting, lead generation or a similar telephone-based new business role
• A natural conversational approach, with the ability to listen and adapt rather than simply follow a script
• Resilient, persistent and results-driven.
• Highly organised, self-motivated and accountable for performance
• Strong computer literacy and proficiency across Microsoft Office
• Confident and fluent in the use of CRM systems, including managing leads, updating client information and tracking follow-ups and appointments
• A proven track record of not only achieving, but exceeding sales or appointment targets
• Candidates must be able to demonstrate previous performance against measurable targets
• Experience working within a basic-plus-commission remuneration structure
• Highly commission-driven and motivated by performance-based earnings
• A track record of generating significant personal earnings through strong sales performance
• Confident, articulate and highly professional telephone manner
• Comfortable and credible engaging with High-Net-Worth individuals
• An understanding of the discretion and professionalism expected when engaging this market
• Strong ability to build rapport and establish trust quickly
• Strong sales judgement and the ability to recognise and qualify genuine opportunities
• Previous financial services experience and/or experience engaging with HNW clients or prospects would be advantageous

Remuneration

Competitive basic salary + performance-based commission.

Commission is earned for every introduced prospect who successfully converts into an active client, directly rewarding the quality of the appointments and opportunities you generate.

This role is suited to someone who is accustomed to a performance-led environment and is motivated by the opportunity to significantly increase their earnings through results.

WHAT SUCCESS LOOKS LIKE

This is a performance-driven role with clear expectations and measurable targets.

Quality conversations. Qualified potential clients. Appointments that convert.

You won't be expected to provide financial advice or manage client portfolios. Your role is to make the first connection, establish genuine interest and create the opportunity for one of our Private Wealth Managers to take the conversation further.

ABOUT CARRICK ATHENA

Athena is building a different kind of wealth management experience for women, one centred around understanding the individual, her circumstances and what she wants her wealth to make possible.

We're looking for someone who can represent that experience from the very first conversation, and who has the ambition, discipline and drive to consistently deliver results.

If you have consistently exceeded targets, thrive in a commission-driven environment and are accustomed to being rewarded for high performance, we'd like to hear from you.