Remote Sales Representative / Appointment Setter

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

Job summary

The Legends Agency is seeking a Remote Sales Representative / Appointment Setter to join their dynamic team in South Africa. This fully remote role involves engaging with prospective clients, qualifying leads, and scheduling appointments for the senior sales team. The ideal candidate should have a strong sales background, excellent communication skills, and experience managing leads effectively. They should be self-motivated and capable of achieving sales targets, with familiarity in using CRM tools, particularly Pipedrive.

Qualifications

• Proven experience in a sales role within financial advisory or similar fields.
• Strong ability to engage clients and handle objections.
• Familiarity with CRM tools and managing high volumes of data.

Responsibilities

• Make outbound calls to prospective clients from a database.
• Qualify leads for potential interest in claims management services.
• Schedule appointments for the sales team and provide feedback on lead quality.

Skills

Excellent communication skills

Ability to build rapport

Self-motivated

Target-driven

Tools

Pipedrive

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.