Dedicated Sales Professional Wanted
hace 21 horas
**About The Legends Agency**: We are a FCA-regulated claims management company that specializes in helping clients recover compensation for mis-sold investments, mortgages, and pensions.
**Job Summary:** We are looking for a highly motivated Sales Representative/Appointment Setter to join our 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.
**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
**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.
We offer a competitive salary of R20k - R23k per month, plus incentives, and the opportunity to work with a dynamic team in a fully remote environment.
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