Western Cape: Booking Agent (CPT) posted by I Grow Wealth Investments
Posted on 2025-07-05 00:00:00
Employer | I Grow Wealth Investments |
---|---|
Category | Marketing |
Location | Western Cape / Western Cape |
Job Summary
- Grade 12
- Minimum 2 years of experience in a telesales role
- Be able to make 200 – 250 outbound calls per day
- Maintain professional telephone etiquette
- Own vehicle & valid drivers license
- Positive, can-do attitude
- Be professional
- Experience in the property industry beneficial
Duties and Responsibilities:
- Prospecting and booking 10 consultations per day – including personal meetings or virtual consultations so that the Property Investment Strategist has 6- 8 qualified consultations occurring per day.
- Make a minimum of 200 – 250 calls per day.
- A minimum requirement of 80 qualified and occurred consultations per month.
- Where opportunity arises, to book an attorney into the meeting.
- Maintaining close client relationships and recording all activities pertaining to dealings with the client on the CRM system (Pipedrive and ZOHO).
- Ensuring that every client is contacted at least 24 times via telephone, SMS, Whatsapp and email over a 6-month period before being marked as lost.
- Thorough screening of the client to identify needs and affordability to invest according to the qualifying questions as per the documented script.
- Ensuring that a minimum of 120 activities, which must include SMS, Whatsapp, emails and calls are completed per day.
- Assisting with marketing material and confirming client attendance for seminars and showhouses.
- General reception duties, including front desk, operating switchboard, answering calls, taking messages, and greeting/attending to clients/visitors when required.
- Promoting all other services provided by IGrow Wealth Investments and IGrow Group.
- Maintaining a high level of customer service.
- Follow all prescribed communication processes and systems as provided.
- Work on a Saturday from 09:00 – 13:00 on a roster basis.
- Any further duties as requested from time to time.
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