Description:
Are you a motivated and goal-oriented individual with a passion for building relationships and delivering exceptional client service?We are seeking an Internal Sales Representative to join our client's growing team in the Investment Planning Industry. In this role, you will be responsible for scheduling meetings for experienced financial planners, engaging with high-net-worth clients, and facilitating seamless communication between prospects and advisors.The ideal candidate will be dedicated, adaptable, and thrive in a fast-paced, client-focused environment.If you possess strong interpersonal skills, a proactive approach, and a keen interest in financial services, we’d love to hear from you! REQUIREMENTS- Matric
- Fully bilingual in English and Afrikaans
- 1-3 years of experience in sales, lead generation, or customer engagement
- Strong verbal and written communication skills
- Confident, persuasive, and comfortable making outbound calls
- Ability to ask the right questions to qualify leads effectively
- Experience using a CRM system (preferred)
- Self-motivated with a proactive and results-driven mindset
DUTIES
- Lead Screening & Qualification
- Contact new inbound and outbound leads to assess interest and suitability
- Ask key questions to determine if leads fit our client profile
- Log lead information accurately in the CRM system
- Appointment Setting & Follow-Ups
- Secure qualified meetings for the Sales team
- Follow up with warm leads and nurture relationships over time
- Ensure smooth handover of leads to the appropriate sales representative
- CRM & Lead Tracking
- Maintain detailed records of lead interactions
- Provide feedback to sales and marketing on lead quality and trends
- Identify potential improvements in the outreach process
Salary: R negotiable dependent on experience
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Requirements:
- Matric
- Fully bilingual in English and Afrikaans
- 1-3 years of experience in sales, lead generation, or customer engagement
- Strong verbal and written communication skills
- Confident, persuasive, and comfortable making outbound calls
- Ability to ask the right questions to qualify leads effectively
- Experience using a CRM system (preferred)
- Self-motivated with a proactive and results-driven mindset
- Lead Screening & Qualification
- Contact new inbound and outbound leads to assess interest and suitability
- Ask key questions to determine if leads fit our client profile
- Log lead information accurately in the CRM system
- Appointment Setting & Follow-Ups
- Secure qualified meetings for the Sales team
- Follow up with warm leads and nurture relationships over time
- Ensure smooth handover of leads to the appropriate sales representative
- CRM & Lead Tracking
- Maintain detailed records of lead interactions
- Provide feedback to sales and marketing on lead quality and trends
- Identify potential improvements in the outreach process
03 Mar 2025;
from:
careers24.com