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Open nowPosted 88 days ago

Outbound Sales Appointment Setter (Property Investment)

Workable (global search)108,016 open roles

Where
South Africa
Work mode
Remote
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Your applicationOpen nowOutbound Sales Appointment Setter (Property Investment)Workable (global search) · South Africa

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 88 days ago

Workable (global search) median: 7 days open

The posting

About the Role

We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.

This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you begin taking live calls.

Requirements

Key Responsibilities

  • Contact warm inbound leads generated through digital marketing campaigns.
  • Conduct professional qualification calls using a structured sales script.
  • Build rapport and establish trust with prospective clients.
  • Gather information about each prospect's financial position, property ownership and retirement goals.
  • Perform simple financial calculations during conversations, including:
  • Property equity
  • Outstanding debt
  • Basic retirement income calculations
  • Tax-related calculations using provided tools
  • Assess whether prospects meet qualification criteria.
  • Book qualified appointments for Financial Strategists.
  • Accurately capture notes and update CRM records.
  • Meet weekly appointment booking and performance targets.
  • Maintain high call quality and compliance standards.
  • Participate in ongoing coaching, training and team meetings.

Requirements

  • Minimum 3 years' experience in outbound telesales, appointment setting or phone-based sales.
  • Strong verbal communication skills with a clear, neutral English accent.
  • Confident handling high volumes of outbound calls.
  • Comfortable discussing financial topics with customers.
  • Good numerical ability and financial literacy.
  • Ability to perform basic calculations quickly during customer conversations.
  • Highly target-driven and motivated by performance incentives.
  • Able to work independently in a fully remote environment.
  • Strong organisational and time management skills.
  • Stable internet connection and a dedicated home office.
  • Dual-monitor setup is highly advantageous.

Preferred Experience

Experience in any of the following industries would be beneficial:

  • Financial Services
  • Banking
  • Insurance
  • Mortgage Broking
  • Property Investment
  • Wealth Management
  • Debt Review
  • Collections
  • Outbound Contact Centres

Previous experience with Australian customers is advantageous but not essential.

Systems & Technology

Experience with any CRM system is beneficial. Exposure to platforms such as:

  • GoHighLevel (GHL)
  • Predictive Diallers
  • CRM Software
  • Microsoft Office
  • Google Workspace

What We're Looking For

The ideal candidate is:

  • Friendly and engaging on the phone
  • Naturally persuasive without being aggressive
  • Resilient and comfortable handling objections
  • Coachable and eager to learn
  • Professional and reliable
  • Self-motivated while working remotely
  • Comfortable working towards KPIs and sales targets
  • Passionate about delivering an excellent customer experience

Benefits

Benefits

  • Permanent remote opportunity
  • Competitive salary paid in AUD
  • Performance bonuses and incentive programmes
  • Comprehensive paid training
  • Career growth opportunities within a rapidly expanding international business
  • Supportive and collaborative team environment
  • Long-term career progression as the business continues to scale
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