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Remote Sales Representative / Appointment Setter

  • Full Time
  • Anywhere

The Legends Agency

Job Title: Remote Sales Representative / Appointment Setter

Salary: R20k – R23k/month (+Incentives)

Location: Remote

About Us

Our client, is a FCA-regulated claims management companythat 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-up on 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 within Financial 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.

Originally posted on Himalayas

To apply for this job please visit himalayas.app.

Working in South Africa

South Africa, officially the Republic of South Africa (RSA), is the southernmost country in Africa. Its nine provinces are bounded to the south by 2,798 kilometres of coastline that stretches along the South Atlantic and Indian Ocean; to the north by the neighbouring countries of Namibia, Botswana, and Zimbabwe; to the east and northeast by Mozambique and Eswatini; and it encloses Lesotho. Covering an area of 1,221,037 square kilometres, the country has a population of over 63 million people, making it the sixth-most populated country in Africa. Pretoria is the administrative capital, while Ca

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