Where

Incoming Leads Qualifying Consultant

Time Personnel
Cape Town Full-day Full-time

Description:

We are requiring your evaluation skills on incoming leads, phoning clients, relaying the correct information and scheduling appointments.This position acts as the CRUCIAL BRIDGE between high net worth clients and Finance Planners. This is a young collaborative vibrant team to be a part of at their offices in Newlands.This position requires excellent communication skills bilingual in English and Afrikaans and a proactive individual who is always working one step ahead of the team. REQUIREMENTS
  • Matric
  • 2 years of experience in sales and lead generation
  • Strong verbal and written communication skills
  • Confident, persuasive, and comfortable making outbound calls
  • Ability to ask the right questions to qualify leads effectively
  • Self-motivated with a proactive and results-driven mindset
DUTIES
  • Lead Screening & qualifying of leads
  • 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
  • 2 years of experience in sales and lead generation
  • Strong verbal and written communication skills
  • Confident, persuasive, and comfortable making outbound calls
  • Ability to ask the right questions to qualify leads effectively
  • Self-motivated with a proactive and results-driven mindset
  • Lead Screening & qualifying of leads
  • 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
07 Apr 2025;   from: careers24.com

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