Appointment Setter / Lead Qualifier

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.