
Outbound Sales Appointment Setter – Property Investment
Posted Jul 18

Posted Jul 18
This is a fully remote position, open to applicants in South Africa.
• Engage with warm inbound leads generated from digital marketing initiatives.
• Execute professional qualification calls utilizing a structured sales script.
• Foster rapport and build trust with potential clients.
• Collect information regarding each prospect's financial status, property ownership, and retirement objectives.
• Carry out simple financial calculations during discussions, which include:
• Property equity
• Outstanding debt
• Basic retirement income assessments
• Tax-related computations using provided tools
• Evaluate whether prospects satisfy qualification criteria.
• Schedule appointments for Financial Strategists with qualified prospects.
• Precisely document notes and update CRM records.
• Achieve weekly targets for appointment bookings and performance metrics.
• Uphold high standards of call quality and compliance.
• Engage in continuous coaching, training, and team meetings.
• At least 3 years of experience in outbound telesales, appointment setting, or phone-based sales.
• Excellent verbal communication skills with a clear, neutral English accent.
• Comfortable managing a high volume of outbound calls.
• At ease discussing financial matters with clients.
• Strong numerical skills and financial understanding.
• Capable of performing basic calculations quickly during client interactions.
• Highly motivated by performance targets and incentives.
• Ability to work independently in a fully remote setting.
• Strong organizational skills and effective time management.
• Reliable internet connection and a designated home office.
• A dual-monitor setup is considered a significant advantage.
• Previous experience with Australian clients is beneficial but not mandatory.
• Permanent remote work opportunity
• Competitive salary paid in AUD
• Performance bonuses and incentive programs
• Comprehensive paid training provided
• Opportunities for career advancement within a rapidly growing international business
• Supportive and collaborative team environment
• Long-term career progression as the business continues to expand
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