Appointment Setter / Lead Qualifier

📋 Description

• Handle inbound mortgage leads by phone; build rapport quickly.
• Follow up with new, existing, and older leads; qualify for appointments.
• Use structured scripts; gather client needs and mortgage requirements.
• Determine if inquiries meet non-advised criteria.
• Book prospects into advisers’ calendars; confirm details.
• Follow up to reduce no-shows; maintain CRM records.

🎯 Requirements

• Experience in appointment setting, lead qualification, sales, or customer service.
• Excellent English; professional telephone manner.
• Personable, credible; ability to build trust quickly.
• Strong customer service and relationship skills; persistent and proactive.
• Organized with robust CRM discipline; manage a large pipeline.
• Comfortable with scripts, processes, and non-advised boundaries.

🎁 Benefits

• Part-time, fully remote based in South Africa.
• UK-focused mortgage services operation exposure.
• Flexible remote working with UK hours.
• Structured processes and scripts for lead qualification.
• Exposure to CRM, AI productivity tools, remote-working tech.
• Opportunity to grow in appointment setting, lead conversion, customer service, financial services.