Outbound Sales Appointment Setter – Property Investment

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

📋 Description

• Engage with warm inbound leads generated from digital marketing initiatives.

• Execute professional qualification calls utilizing a structured sales script.

• Foster relationships and build trust with potential clients.

• Collect insights regarding each prospect's financial situation, property ownership, and retirement objectives.

• Conduct basic financial calculations during discussions, including:

• Property equity

• Outstanding debt

• Basic retirement income assessments

• Tax-related calculations using designated tools

• Evaluate if prospects satisfy qualification criteria.

• Schedule appointments for qualified Financial Strategists.

• Diligently record notes and update CRM documentation.

• 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.

⛳️ Requirements

• 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.

• Confident in managing a high volume of outbound calls.

• Comfortable discussing financial matters with clients.

• Strong numerical skills and financial literacy.

• Ability to perform basic calculations swiftly during client interactions.

• Highly motivated by performance targets and incentives.

• Capable of working independently in a fully remote setting.

• Exceptional organizational and time management skills.

• Reliable internet connection and a dedicated home office setup.

• A dual-monitor setup is strongly preferred.

• Preferred Experience: Familiarity with any of the following sectors would be advantageous: Financial Services, Banking, Insurance, Mortgage Broking, Property Investment, Wealth Management, Debt Review, Collections, Outbound Contact Centres.

• Previous experience with Australian customers is beneficial but not mandatory.

• Systems & Technology: Experience with any CRM system is favorable. Exposure to platforms such as GoHighLevel (GHL), Predictive Diallers, CRM Software, Microsoft Office, and Google Workspace is a plus.

🏝️ Benefits

• Permanent remote work opportunity

• Competitive salary paid in AUD

• Performance bonuses and incentive programs

• Comprehensive paid training

• Opportunities for career advancement within a rapidly growing international business

• Supportive and collaborative team atmosphere

• Long-term career progression as the business continues to expand