Remote Sales Representative / Appointment Setter

The Legends Agency; Cape Town; Remote; ZAR 200,000 - 300,000; Full time

Job summary

A leading claims management company is seeking a Remote Sales Representative / Appointment Setter to manage leads, qualify prospects, and schedule appointments. The ideal candidate has experience in sales within financial services, excellent communication skills, and the ability to work independently. This is a fully remote position with flexible working hours and a target-driven environment.

Qualifications

• Proven experience in a sales role within financial advisory or banking.
• Excellent verbal and written communication skills.
• Self-motivated with the ability to manage time effectively.

Responsibilities

• Make outbound calls to prospective clients from a database of leads.
• Qualify leads and determine interest in claims management services.
• Schedule appointments for the senior sales team.

Skills

Communication skills

Lead qualification

Data management

Rapport building

Sales KPI achievement

Tools

Pipedrive

CRM tools

Job description

Cape Town, Western Cape, South Africa

Job Openings Remote Sales Representative / Appointment Setter

About the job Remote Sales Representative / Appointment Setter

Job Title : Remote Sales Representative / Appointment Setter

Location: Remote

About Us

Our client, is a FCA-regulated claims management company that specializes in helping clients recover compensation for mis-sold investments, mortgages, and pensions.

Role Overview

They are looking for a Sales Representative/Appointment Setter to join their dynamic team. This is a fully remote position where you will be responsible for making the initial contact with prospective clients, qualifying leads, and scheduling meetings. The company has acquired a significant number of leads and data that need to be managed effectively.

Key Responsibilities

• Make outbound calls to prospective clients from a database of leads.
• Qualify leads to determine their potential interest in our claims management services.
• Engage with potential clients, explaining how we can assist with mis-sold investments, mortgages, or pensions.
• Schedule appointments for the senior sales team or management to follow up.
• Ensure accurate and timely data entry into the CRM system(Pipedrive)
• Follow-upon unresponsive leads to re-engage them where appropriate.
• Work closely with the sales and management team to provide feedback on lead quality and opportunities.

Requirements

• Proven experience in a sales role withinFinancial Advisory firm/ Mortgage Brokerage firm/ Banking and financial institutions.
• Excellent communication skills, both verbal and written.
• Strong ability to build rapport and handle objections confidently.
• Experience in managing high volumes of data and leads.
• Self-motivated, with the ability to work independently and manage time effectively.
• Familiarity with CRM tools and databases.
• Pipedrive experience advantageous
• Target-driven, with a track record of meeting or exceeding sales KPIs.