This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Appointment Setter / Lead Qualifier based in South Africa.
This is a part-time, customer-facing opportunity focused on turning inbound mortgage enquiries into qualified appointments.
You’ll be the first point of contact for prospective clients, building rapport while gathering accurate information about their circumstances and requirements.
The role combines telephone communication, lead qualification, CRM management, and disciplined follow-up.
You’ll work within a clearly defined non-advised scope, ensuring clients are appropriately qualified before being booked with mortgage advisers.
Success will depend on your ability to manage a substantial pipeline, stay organised, and consistently follow up without being overly sales-driven.
You’ll work remotely with UK-based business hours and use modern CRM, communication, and AI-supported productivity tools.
It’s an excellent fit for a confident communicator with appointment-setting or sales experience who enjoys structured, target-oriented work.
Accountabilities:
- Contact new inbound mortgage leads promptly by telephone and establish a professional, friendly connection.
- Follow up with new, existing, and older leads according to established processes to maximize opportunities for qualified appointments.
- Conduct structured, scripted qualification calls, gathering accurate information about clients' circumstances, needs, and mortgage requirements.
- Determine whether enquiries meet the appropriate qualification criteria while remaining strictly within the non-advised scope of the position.
- Book suitable prospects directly into mortgage advisers' calendars and ensure appointment details are accurate.
- Confirm and follow up appointments to improve attendance and minimize no-shows.
- Maintain accurate CRM records, including client information, lead status, notes, follow-up actions, and next steps.
- Independently manage a significant lead pipeline and prioritize activity according to urgency and opportunity.
- Re-engage older leads from the existing database when required.
- Escalate questions or requests that fall outside the role's non-advised responsibilities.
- Use CRM, communication, and AI-supported productivity tools effectively while adapting to new systems and workflows.
Requirements:
- Previous experience in appointment setting, lead qualification, sales, customer service, or a similar client-facing role.
- Excellent spoken and written English, with a confident, professional, and engaging telephone manner.
- Naturally personable and conversational, with the ability to build trust quickly with prospective clients.
- Strong customer service and relationship-building skills, combined with persistence and a proactive approach.
- Highly organized, with strong CRM discipline and the ability to manage a substantial lead pipeline independently.
- Comfortable following scripts, established processes, and clearly defined compliance or non-advised boundaries.
- Ability to remain professional and helpful without relying on overly aggressive sales techniques.
- Fast learner who is comfortable adopting new technology, systems, and AI-supported workflows.
- Experience communicating with UK consumers is advantageous.
- Previous exposure to mortgages, financial services, property, or another regulated sector is a plus.
- Experience with GoHighLevel or a comparable CRM is beneficial.
- Familiarity with professional AI tools is an advantage.
- Must be based in South Africa and available to work agreed hours aligned with UK business times.
- Must have a reliable laptop or PC, stable internet with backup power, a professional headset with a clear microphone, and a quiet workspace suitable for telephone calls.
Benefits:
- Part-time, fully remote position based in South Africa.
- Opportunity to work with a UK-focused mortgage services operation.
- Flexible remote working environment aligned with agreed UK business hours.
- Structured processes and scripts to support effective lead qualification.
- Exposure to CRM systems, AI productivity tools, and modern remote-working technologies.
- Opportunity to develop further experience in appointment setting, lead conversion, customer service, and financial services.
- Autonomous responsibility for managing and developing a substantial lead pipeline.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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