Customer Liaison Consultant – Finance / Investment Sector

SUMMARY:
Are you interested in joining a well-established National Investment Company to use your client services experience dealing with high end clients qualifying their requirements for large investments?
If you are studying part-time or have studied in finance, this is a great opportunity to start a new career in the investment sector.
 
This role will focus on qualifying leads and arranging meetings for the Sales team.
You will be part of a culture that promotes teamwork, ongoing learning, and personal growth in a productive environment.

POSITION INFO:
REQUIREMENTS

• Matric
• Fully bilingual in English and Afrikaans
• 1-3 years of experience in sales, lead generation, or customer engagement
• Strong verbal and written communication skills
• Confident, persuasive, and comfortable making outbound calls
• Ability to ask the right questions to qualify leads effectively
• Experience using a CRM system (preferred)
• Self-motivated with a proactive and results-driven mindset

• Lead Screening & Qualification
• Contact new inbound and outbound leads to assess interest and suitability
• Ask key questions to determine if leads fit our client profile
• Log lead information accurately in the CRM system
• Appointment Setting & Follow-Ups
• Secure qualified meetings for the Sales team
• Follow up with warm leads and nurture relationships over time
• Ensure smooth handover of leads to the appropriate sales representative
• CRM & Lead Tracking
• Maintain detailed records of lead interactions
• Provide feedback to sales and marketing on lead quality and trends
• Identify potential improvements in the outreach process