Outbound Sales Appointment Setter (Property Investment)

Job Description

• This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Outbound Sales Appointment Setter (Property Investment) based in South Africa. As an Outbound Sales Appointment Setter, you will play a key role in connecting prospective clients with experienced financial professionals, helping them take the first step toward achieving their property investment and long-term financial goals. Working in a fully remote environment, you will engage with warm, marketing-generated leads, qualify prospects through structured conversations, and schedule high-quality appointments. This role combines relationship building, sales performance, and financial awareness, making it ideal for motivated professionals who thrive in target-driven environments. Comprehensive training and ongoing coaching will equip you with the knowledge and confidence to succeed while offering excellent opportunities for long-term career growth within a rapidly expanding international business.
• Accountabilities Contact warm inbound leads generated through digital marketing campaigns and conduct professional qualification calls using a structured sales process. Build rapport with prospective clients, understand their financial circumstances, and identify their property investment and retirement objectives. Perform basic financial calculations, including property equity, outstanding debt, retirement income estimates, and tax-related assessments using provided tools. Evaluate prospects against qualification criteria and schedule appointments with senior financial strategists for suitable candidates. Accurately record customer interactions, maintain detailed CRM records, and ensure data integrity throughout the sales process. Consistently achieve appointment booking targets while maintaining high standards of call quality, compliance, and customer experience. Participate in ongoing coaching sessions, training programs, and team meetings to continuously improve performance and product knowledge. Requirements Minimum of 3 years' experience in outbound telesales, appointment setting, or phone-based sales. Excellent verbal communication skills with a clear, neutral English accent and strong interpersonal abilities. Proven ability to confidently manage high volumes of outbound calls and build trust with prospective customers. Strong numerical skills and financial literacy, with the ability to perform basic calculations during customer conversations. Comfortable discussing financial products, investment topics, or related customer needs. Self-motivated, target-driven, and resilient when handling objections and working toward KPIs. Excellent organizational and time management skills, with the ability to work independently in a remote environment. Stable high-speed internet connection and a dedicated home office setup; a dual-monitor workstation is highly advantageous. Experience within Financial Services, Banking, Insurance, Mortgage Broking, Property Investment, Wealth Management, Debt Review, Collections, or outbound contact centers is highly desirable. Familiarity with CRM platforms, GoHighLevel (GHL), predictive dialers, Microsoft Office, or Google Workspace is beneficial. Previous experience supporting Australian customers is an advantage but not required. Benefits Permanent fully remote position based in South Africa. Competitive salary paid in Australian Dollars (AUD). Performance-based bonuses and incentive programs. Comprehensive paid onboarding and training. Ongoing coaching and professional development opportunities. Clear career progression within a fast-growing international organization. Supportive, collaborative, and high-performing remote team environment. Long-term growth opportunities as the business continues to expand globally.
• How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1
• We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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