Appointment Setter

Full Time 3 weeks ago Kwazulu-Natal, South Africa

Employment Information

As a self-motivated, target-driven individual, you will contact prospects to create leads for Legacy Protection Plans and Free Wills, on behalf of an independent financial planner. What you'll do: >Make outbound calls to cold prospects to introduce our Free Will and Legacy Protection Plan offering. Prospect list to call is provided. >Book qualified appointments/consultations for the adviser or consultant. >Update lead status and call outcomes on our CRM daily. Structure: >Commission-only. No limit on hours. Commission is paid from the first sale - no minimums, and no cap no commission. >100% remote/work from home. >Flexible schedule, self-managed. Requirements: >Own laptop, reliable internet connection, headset. >Fluent, professional spoken English. >Comfortable working independently and hitting weekly call targets. Advantageous (not required): >Previous cold-calling or tele-sales experience. >Basic understanding of Wills, estates, and Estate Legal Fees. Provisions: >Script for calling prospects. >List of prospects to dial. >Dialer and CRM software. >Introductory training surrounding Estate Planning, calling prospects, and the products on offer. To apply: Send your CV and a short voice note introducing yourself to Garath.

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