Outbound Appointment Specialist - Wealth Management

James & Partners; Cape Town; On-site; ZAR 240,000 - 360,000; Full time

Job summary

James & Partners is seeking a confident Outbound Appointment Specialist for its Private Wealth client base in Cape Town. This telephone-based role focuses on proactive outreach, qualifying prospects and setting appointments for Private Wealth Managers.

You'll engage High-Net-Worth individuals, build rapport quickly and operate in a basic-plus-commission environment with a competitive base salary and commission for successful conversions. Strong communication and CRM skills are essential.

Qualifications

• Matric/Grade 12 is a minimum requirement.
• At least three years’ experience in outbound sales, telesales, appointment setting, lead generation or a similar telephone-based new business role.
• A proven record of achieving and exceeding sales or appointment targets.
• The ability to demonstrate previous performance against measurable targets.
• Experience working within a basic-plus-commission remuneration structure.
• A strong track record of generating personal earnings through sales performance.
• A natural and engaging conversational approach, with the ability to listen and adapt instead of simply following a script.

Responsibilities

• Making proactive outbound calls to prospective clients.
• Identifying and generating new leads.
• Engaging and building rapport with High-Net-Worth individuals.
• Introducing the wealth management proposition and opening meaningful conversations.
• Identifying and qualifying genuine client opportunities.
• Securing qualified appointments for 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 wider team to support new business objectives.

Skills

Outbound sales

Lead generation

CRM proficiency

Communication skills

Resilience

Target-driven

Education

Matric/Grade 12

Tools

CRM software

Microsoft Office

Job description

Our client, an established international wealth management business, is looking for a confident, engaging and highly results-driven Outbound Appointment Specialist to join its team.

This is a telephone-based new business role focused on proactively contacting prospective clients, starting meaningful conversations and securing qualified appointments for Private Wealth Managers.

Many of these conversations will be with High-Net-Worth individuals, so you must be able to communicate confidently and credibly at this level. You will need to build rapport quickly and represent the business professionally from the very first interaction.

This opportunity is suited to someone who is sales-driven, motivated by results and experienced in a basic-plus-commission environment. In addition to a competitive basic salary, commission is earned for every introduced prospect who successfully converts into an active client.

The role

Your responsibilities will include:

• Making proactive outbound calls to prospective clients
• Identifying and generating new leads
• Engaging and building rapport with High-Net-Worth individuals
• Introducing the wealth management proposition and opening meaningful conversations
• Identifying and qualifying genuine client opportunities
• Securing qualified appointments for 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 wider team to support new business objectives

Requirements

• Matric/Grade 12 is a minimum requirement
• At least three years’ experience in outbound sales, telesales, appointment setting, lead generation or a similar telephone-based new business role
• A proven record of achieving and exceeding sales or appointment targets
• The ability to demonstrate previous performance against measurable targets
• Experience working within a basic-plus-commission remuneration structure
• A strong track record of generating personal earnings through sales performance
• A natural and engaging conversational approach, with the ability to listen and adapt instead of simply following a script
• A confident, articulate and highly professional telephone manner
• The credibility and confidence to engage with High-Net-Worth individuals
• A strong understanding of the discretion and professionalism required when engaging this market
• The ability to build rapport and establish trust quickly
• Strong sales judgement and the ability to recognise and qualify genuine opportunities
• Resilience, persistence and a results-driven approach without being overly pushy
• Strong organisational skills, self-motivation and personal accountability
• Strong computer literacy and proficiency across Microsoft Office
• Confidence using CRM systems to manage leads, update client information and track follow-ups and appointments
• Previous financial services experience or experience engaging with HNW clients and prospects would be advantageous

Remuneration

Competitive basic salary plus 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 thrives in a performance-led environment and is motivated by the opportunity to significantly increase their earnings through strong results.

What success looks like

This is a performance-driven position with clear expectations and measurable targets:

Quality conversations. Qualified prospective clients. Appointments that convert.

You will not be expected to provide financial advice or manage client portfolios. Your role is to make the initial connection, establish genuine interest and create an opportunity for a Private Wealth Manager to take the conversation further.

Join our client

Our client offers a modern, personalised wealth management experience supported by the infrastructure and resources of an established international financial services business.

They are looking for someone who can represent this experience from the first conversation and who has the ambition, discipline and drive to deliver results consistently.

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