
B2B Appointment Setter – Outbound Sales Executive
Posted 5 days ago

Posted 5 days ago
This is a fully remote position, open to applicants in South Africa.
• Conduct outbound calls to business owners and senior decision-makers utilizing pre-qualified prospect lists.
• Follow up with prospects who have previously received introductory email communications.
• Employ a structured call script to present the service and gauge interest.
• Inquire relevant questions to comprehend business challenges, particularly in areas of financial planning, cash flow, profitability, and growth.
• Identify appropriate prospects and schedule qualified 30-minute introductory meetings with senior consultants.
• Oversee appointment scheduling and ensure precise diary entries.
• Document all call activities, conversations, and outcomes in the CRM on the same day.
• Provide concise daily activity reports that detail calls made, conversations held, and appointments secured.
• Maintain a professional and consultative demeanor throughout every interaction.
• Prior experience in B2B outbound calling, appointment setting, telemarketing, or business development.
• Excellent spoken English, with clear communication and an easily understood telephone manner.
• Confidence in engaging business owners, directors, and senior decision-makers.
• Ability to adhere to a structured script while ensuring conversations remain natural and engaging.
• Strong listening skills and the capability to ask relevant, thoughtful questions.
• Experience with CRM systems for recording and managing sales activities.
• Exceptional organizational skills, attention to detail, and dependable reporting.
• A resilient and positive attitude towards outbound calling and prospecting.
• Previous experience in appointment-setting within professional or financial services is desirable.
• Experience in promoting business consultancy, coaching, training, or other B2B services is desirable.
• Familiarity with engaging SME owners and understanding common business challenges is desirable.
• A proven record of consistently securing qualified appointments is desirable.
• Access to prospect lists and pertinent background information.
• Structured calling script and clear qualification criteria.
• Guidance on common objections and suitable responses.
• Access to the necessary CRM and appointment-booking processes.
• Ongoing feedback and support to enhance appointment-setting performance.
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