Remote Sales Representative / Appointment Setter

SUMMARY:
Our client in the UK, is a FCA-regulated claims management company seeking a Remote Sales Representative / Appointment Setter that has previous experience within Financial Advisory firm/ Mortgage Brokerage firm/ Banking and financial institutions.

POSITION INFO:

Job Title: Remote Sales Representative / Appointment Setter

Salary: R20k - R23k/month (+Incentives)

Location: Remote

About Us

Our client, is a FCA-regulated claims management company that specializes in helping clients recover compensation for mis-sold investments, mortgages, and pensions. 

Role Overview

They are looking for a Sales Representative/Appointment Setter to join their dynamic team. This is a fully remote position where you will be responsible for making the initial contact with prospective clients, qualifying leads, and scheduling meetings. The company has acquired a significant number of leads and data that need to be managed effectively.

Key Responsibilities

• Make outbound calls to prospective clients from a database of leads.
• Qualify leads to determine their potential interest in our claims management services.
• Engage with potential clients, explaining how we can assist with mis-sold investments, mortgages, or pensions.
• Schedule appointments for the senior sales team or management to follow up.
• Ensure accurate and timely data entry into the CRM system(Pipedrive)
• Follow-up on unresponsive leads to re-engage them where appropriate.
• Work closely with the sales and management team to provide feedback on lead quality and opportunities.

Requirements

• Proven experience in a sales role within Financial Advisory firm/ Mortgage Brokerage firm/ Banking and financial institutions. 
• Excellent communication skills, both verbal and written.
• Strong ability to build rapport and handle objections confidently.
• Experience in managing high volumes of data and leads.
• Self-motivated, with the ability to work independently and manage time effectively.
• Familiarity with CRM tools and databases. 
• Pipedrive experience advantageous 
• Target-driven, with a track record of meeting or exceeding sales KPIs.