Appointment Setter/Business development
Job in
Cape Town, 7561, South Africa
Listed on 2026-10-24
Listing for:
Sourcefit
Full Time
position Listed on 2026-10-24
Job specializations:
-
Sales
B2B Sales, Appointment Setter/ Scheduler, Sales Development Rep/SDR, Business Development
Job Description & How to Apply Below
- Conduct outbound calls, emails, and outreach to prospective B2B clients
- Identify and engage with decision-makers to introduce investment opportunities
- Qualify leads based on defined criteria and client requirements
- Book high-quality appointments for senior sales representatives or advisors
- Maintain accurate records of all interactions within the CRM system
- Follow up with potential clients to nurture interest and confirm appointments
- Meet and exceed daily, weekly, and monthly appointment-setting targets
- Collaborate with the sales team to ensure a smooth handover of qualified opportunities
- Maintain a strong understanding of the investment products and market trends
- Minimum 2 years experience in Sales Development, Appointment Setting, or B2B Sales
- Previous experience within the investment, financial services, or wealth management industry
- Strong ability to communicate with business owners and senior decision-makers
- Proven track record of meeting or exceeding sales or appointment targets
- Excellent telephone, negotiation, and relationship-building skills
- Experience using CRM systems and sales engagement tools
- Highly organized with strong attention to detail
- Self-motivated, driven, and target-oriented
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