Customer Relationship Enquiries - Investment Sector

Recruiter:

Time Personnel

Job Ref:

CPT004267/Meg

Date posted:

Monday, March 3, 2025

Location:

Newlands, South Africa

SUMMARY:

Are you a motivated and goal-oriented individual with a passion for building relationships and delivering exceptional client service?

We are seeking a young and eager person 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!

POSITION INFO:
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

Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

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