Sales Development Manager for FCA-Regulated Claims Management

1 week ago


Cape Town, Western Cape, South Africa The Legends Agency Full time

About The Legends Agency

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We are a claims management company that specializes in helping clients recover compensation for mis-sold investments, mortgages, and pensions.

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Job Title: Sales Development Manager for FCA-Regulated Claims Management

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Salary: R20k - R23k/month (+Incentives)

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Location: Remote

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Role Overview

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We are looking for an experienced Sales Development Manager to join our dynamic team. This is a fully remote position where you will be responsible for making the initial contact with prospective clients, qualifying leads, and scheduling meetings. Our company has acquired a significant number of leads and data that need to be managed effectively.

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Key Responsibilities:

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  • Make outbound calls to prospective clients from a database of leads.">
  • Qualify leads to determine their potential interest in our claims management services.">
  • Engage with potential clients, explaining how we can assist with mis-sold investments, mortgages, or pensions.">
  • Schedule appointments for our senior sales team or management to follow up.">
  • Ensure accurate and timely data entry into our CRM system (Pipedrive).">
  • Follow-up on unresponsive leads to re-engage them where appropriate.">
  • Work closely with our sales and management team to provide feedback on lead quality and opportunities.">
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Requirements

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  • Proven experience in a sales role within Financial Advisory firms/ Mortgage Brokerage firms/ Banking and financial institutions.">
  • Excellent communication skills, both verbal and written.">
  • Strong ability to build rapport and handle objections confidently.">
  • Experience in managing high volumes of data and leads.">
  • Self-motivated, with the ability to work independently and manage time effectively.">
  • Familiarity with CRM tools and databases.">
  • Pipedrive experience is advantageous.">
  • Target-driven, with a track record of meeting or exceeding sales KPIs.">


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