Client Engagement Representative – Inbound SDR

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Professionally and promptly respond to and return inbound calls.

• Establish rapport and create a positive first impression with potential clients.

• Conduct preliminary intake and qualification using approved scripts and procedures.

• Schedule appointments for qualified leads and facilitate warm handovers.

• Follow up on missed calls, warm leads, and previously engaged prospects.

• Confirm appointments and perform reminder follow-ups.

• Keep accurate notes in the CRM, including lead statuses and callback information.

• Re-engage inactive or previously lost prospects.

• Occasionally conduct outbound prospecting when inbound priorities are managed.

• Assist in marketing and client engagement campaigns via phone and email outreach.

• Connect clients with the appropriate licensed professional, avoiding giving insurance advice, recommending coverage, issuing quotes, or closing insurance sales.

⛳️ Requirements

• Minimum of 2 years' experience in inbound sales, appointment setting, customer service, contact centers, or similar phone-based client-facing roles.

• Excellent spoken and written English skills with a professional telephone demeanor.

• Strong abilities in rapport-building, active listening, and questioning techniques.

• Comfortable dedicating a significant portion of the day to client interactions.

• Confident in managing follow-ups, handling objections, and making occasional outbound cold calls.

• Strong organizational skills with the capability to handle multiple appointments and callbacks.

• Experience with CRM or client-management systems.

• Proficient in using or quickly learning Google Workspace and Slack.

• Detail-oriented with a focus on accurate documentation and follow-through.

• Self-motivated, proactive, and accountable while working remotely.

• A quiet and professional home-working environment.

• Access to reliable high-speed internet.

• Dependable power access.

• A professional headset.

• Comfortable working with secure systems, VPN access, and adhering to strict confidentiality standards.

🏝️ Benefits

• Comprehensive training and ongoing professional development.

• Flexible working hours to support work-life balance.

• Opportunity for career advancement within the company.

• Access to company-sponsored benefits and incentives.