Booking Agent (CPT)

• 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

• 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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