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Client Consultant - Finance Industry
Client Consultant - Finance IndustryTime Personnel • Newlands, South Africa
Client Consultant - Finance Industry

Client Consultant - Finance Industry

Time Personnel • Newlands, South Africa
8 days ago
Job description

REQUIREMENTS

  • Matric
  • Fully bilingual in English and Afrikaans
  • 1-3 years of experience in sales, lead generation, or customer engagement
  • Strong verbal and written communication skills
  • Confident, persuasive, and comfortable making outbound calls
  • Ability to ask the right questions to qualify leads effectively
  • Experience using a CRM system (preferred)
  • Self-motivated with a proactive and results-driven mindset

DUTIES

  • Lead Screening & Qualification
  • Contact new inbound and outbound leads to assess interest and suitability
  • Ask key questions to determine if leads fit our client profile
  • Log lead information accurately in the CRM system
  • Appointment Setting & Follow-Ups
  • Secure qualified meetings for the Sales team
  • Follow up with warm leads and nurture relationships over time
  • Ensure smooth handover of leads to the appropriate sales representative
  • CRM & Lead Tracking
  • Maintain detailed records of lead interactions
  • Provide feedback to sales and marketing on lead quality and trends
  • Identify potential improvements in the outreach process
  • Salary : Basic plus commission

    Join us on SOCIAL MEDIA or visit our WEBSITE for more information. See links below.

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    Finance Consultant • Newlands, South Africa

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