# Outbound Sales Appointment Setter (Property Investment)

> VirtuHire · South Africa (Remote) · — · Posted 2026-07-08

**Workplace:** remote

## Description

### About the Role

We are recruiting on behalf of a fast-growing Australian financial services company that specialises in helping consumers achieve their property investment and long-term financial goals.

This role is ideal for a confident, target-driven sales professional who enjoys speaking with people, qualifying leads and booking appointments. You will engage with warm Facebook-generated enquiries, guide prospects through a structured qualification process, assess their financial situation, and schedule consultations with senior financial strategists.

Comprehensive training is provided before you begin taking live calls.

## Requirements

### Key Responsibilities

-   Contact warm inbound leads generated through digital marketing campaigns.
-   Conduct professional qualification calls using a structured sales script.
-   Build rapport and establish trust with prospective clients.
-   Gather information about each prospect's financial position, property ownership and retirement goals.
-   Perform simple financial calculations during conversations, including:

-   Property equity
-   Outstanding debt
-   Basic retirement income calculations
-   Tax-related calculations using provided tools

-   Assess whether prospects meet qualification criteria.
-   Book qualified appointments for Financial Strategists.
-   Accurately capture notes and update CRM records.
-   Meet weekly appointment booking and performance targets.
-   Maintain high call quality and compliance standards.
-   Participate in ongoing coaching, training and team meetings.

### Requirements

-   Minimum **3 years' experience** in outbound telesales, appointment setting or phone-based sales.
-   Strong verbal communication skills with a clear, neutral English accent.
-   Confident handling high volumes of outbound calls.
-   Comfortable discussing financial topics with customers.
-   Good numerical ability and financial literacy.
-   Ability to perform basic calculations quickly during customer conversations.
-   Highly target-driven and motivated by performance incentives.
-   Able to work independently in a fully remote environment.
-   Strong organisational and time management skills.
-   Stable internet connection and a dedicated home office.
-   Dual-monitor setup is highly advantageous.

### Preferred Experience

Experience in any of the following industries would be beneficial:

-   Financial Services
-   Banking
-   Insurance
-   Mortgage Broking
-   Property Investment
-   Wealth Management
-   Debt Review
-   Collections
-   Outbound Contact Centres

Previous experience with Australian customers is advantageous but not essential.

### Systems & Technology

Experience with any CRM system is beneficial. Exposure to platforms such as:

-   GoHighLevel (GHL)
-   Predictive Diallers
-   CRM Software
-   Microsoft Office
-   Google Workspace

### What We're Looking For

The ideal candidate is:

-   Friendly and engaging on the phone
-   Naturally persuasive without being aggressive
-   Resilient and comfortable handling objections
-   Coachable and eager to learn
-   Professional and reliable
-   Self-motivated while working remotely
-   Comfortable working towards KPIs and sales targets
-   Passionate about delivering an excellent customer experience

## Benefits

### Benefits

-   Permanent remote opportunity
-   Competitive salary paid in AUD
-   Performance bonuses and incentive programmes
-   Comprehensive paid training
-   Career growth opportunities within a rapidly expanding international business
-   Supportive and collaborative team environment
-   Long-term career progression as the business continues to scale

## Apply

[Apply at VirtuHire](https://apply.workable.com/virtuhire/j/F31E2C8F2A/apply)

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