Appointment Setter / Lead Qualifier

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.