Appointment Setter

About the Role

We are seeking a confident and organized Appointment Setter to join our expanding trucking insurance team on a full-time, onsite basis in Pietermaritzburg, KwaZulu-Natal, South Africa. The successful candidate will play a key role in researching, qualifying trucking carriers, and scheduling appointments for insurance producers.

Key Responsibilities

• Analyze CAB reports to identify trucking carriers that align with our agency's ideal client profile.
• Research carrier safety scores, compliance violations, operational histories, and related data.
• Qualify potential trucking carrier prospects according to defined standards.
• Make outbound calls introducing insurance services and establish rapport with prospective clients.
• Engage professionally to uncover insurance needs and opportunity areas.
• Arrange appointments with qualified prospects for the insurance sales team.
• Perform live lead transfers when necessary.
• Maintain detailed call logs, prospect data, follow-ups, and appointment schedules.
• Update and manage lead activities within Momentum CRM or equivalent CRM software.
• Consistently follow up on leads to optimize sales opportunities.
• Complete training modules related to CAB report analysis, lead qualification processes, and live transfer techniques.

Candidate Profile

• Minimum of one year experience in appointment setting, lead generation, telesales, insurance, or related client-facing role.
• Strong verbal skills and confidence in outbound calling.
• Exceptional research abilities, organizational skills, and attention to detail.
• Proficiency with CRM systems and accurate record-keeping.
• Goal-driven, proactive, and results-oriented approach.
• Excellent follow-up techniques and capability to consistently engage and qualify prospects.
• Comfortable analyzing data and conducting thorough prospect research.

Preferred Background

Experience within trucking, commercial insurance, logistics, transportation, or business-to-business sales is highly favorable.

Ideal Candidate Traits

The perfect applicant is confident and professional when communicating by phone, adept at transforming research into actionable sales leads, persistent, well-organized, detail-conscious, and fully understands the significance of accurate lead qualification, ongoing follow-up, and effective communication.

How to Apply

If you are motivated to connect with prospects and contribute to a robust sales pipeline, please submit your detailed CV with the subject line "Appointment Setter – Full Name" to recruitment@flowz.com.