Remote Sales Representative / Appointment Setter

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Exciting Opportunity: Remote Sales Representative / Appointment Setter

Recruiter: The Legends Agency
Job Reference: EC001
Date Posted: Friday, October 11, 2024
Location: Cape Town, South Africa (Fully Remote)
Salary: R276,000 per annum

Introduction

Are you a skilled sales professional looking for a flexible opportunity that allows you to work from anywhere? If you have experience in the financial services industry and enjoy connecting with clients, we have an exciting position for you! The Legends Agency is partnering with a leading FCA-regulated claims management company based in the UK. They are searching for a Remote Sales Representative / Appointment Setter to join their dynamic team and help clients recover compensation for mis-sold investments, mortgages, and pensions.

About Our Client

Our client is dedicated to providing exceptional claims management services, assisting clients who have experienced financial losses due to mis-sold financial products. They specialize in guiding clients through the complex process of claiming compensation, ensuring a smooth and efficient experience. With a solid reputation in the industry and a focus on client satisfaction, they have positioned themselves as a trusted partner for individuals seeking to reclaim their rightful compensation.

Position Overview

As a Remote Sales Representative / Appointment Setter, you will play a crucial role in driving the company’s sales efforts. This position is fully remote, offering you the flexibility to work from the comfort of your own home while still being part of a supportive and motivated team. You will be responsible for making initial contact with prospective clients, qualifying leads, and scheduling appointments for the senior sales team to follow up on.

Key Responsibilities

In this role, your day-to-day tasks will include:

  1. Outbound Calls: You will initiate outbound calls to prospective clients from a robust database of leads. Your ability to engage effectively over the phone will be vital in establishing rapport and identifying potential clients’ needs.
  2. Lead Qualification: Assess and qualify leads to gauge their interest in the company’s claims management services. Understanding their situation will help you determine how best to assist them.
  3. Client Engagement: Engage with potential clients by explaining the services offered by the company. You will help them understand the process of reclaiming compensation for mis-sold investments, mortgages, or pensions, addressing any questions or concerns they may have.
  4. Appointment Scheduling: Efficiently schedule appointments for the senior sales team or management to follow up with qualified leads. Ensuring a seamless transition to the next stage of the sales process is essential for success.
  5. Data Management: Maintain accurate and timely data entry into the CRM system (Pipedrive). This will involve documenting interactions with leads and tracking their status throughout the sales funnel.
  6. Follow-Up Strategies: Follow up on unresponsive leads to re-engage them where appropriate. Your persistence and proactive approach will help maximize the opportunities for converting leads into clients.
  7. Feedback Loop: Work closely with the sales and management team to provide valuable feedback on lead quality and opportunities. Your insights will help refine the sales strategy and improve overall performance.

Requirements

To be successful in this role, candidates should meet the following requirements:

  • Relevant Experience: Proven experience in a sales role within a Financial Advisory firm, Mortgage Brokerage firm, Banking, or other financial institutions is essential. Your background will ensure you understand the industry dynamics and client needs.
  • Communication Skills: Excellent verbal and written communication skills are a must. You should be comfortable engaging clients over the phone and able to articulate complex information in a clear and concise manner.
  • Relationship Building: Strong ability to build rapport with clients and handle objections confidently. Your interpersonal skills will be key in establishing trust and credibility.
  • Data Management: Experience in managing high volumes of data and leads efficiently. Attention to detail in data entry and record-keeping is critical.
  • Self-Motivated: You should be self-driven, with the ability to work independently and manage your time effectively. A proactive approach will help you achieve your goals.
  • CRM Familiarity: Familiarity with CRM tools and databases is essential. Experience with Pipedrive is advantageous, as it will help you navigate the system more efficiently.
  • Target-Driven: A proven track record of meeting or exceeding sales KPIs. Your ability to set and achieve personal targets will contribute to the overall success of the team.

What We Offer

  • Competitive Salary: The salary for this role ranges from R20,000 to R23,000 per month, along with performance-based incentives that reward your hard work and dedication.
  • Remote Work Flexibility: Enjoy the freedom of working from home while being part of a supportive team. This position allows you to balance your personal and professional life effectively.
  • Professional Growth: Join a company that values personal development and provides opportunities for training and advancement within the organization.
  • Dynamic Work Environment: Be part of a fast-paced and energetic team where your contributions are recognized, and your voice matters.

How to Apply

If you’re ready to take your sales career to the next level and join a leading claims management company, we want to hear from you! To apply for the Remote Sales Representative / Appointment Setter position, please visit Black Child South Africa and submit your application.

Conclusion

This is a fantastic opportunity for a motivated sales professional with a background in financial services to make a significant impact. If you are excited about helping clients reclaim their financial well-being and thrive in a remote working environment, apply today! Join us in making a difference in the lives of our clients while advancing your career in a rewarding and fulfilling role. Don’t miss out—seize this opportunity now!

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