Client Consultant - Finance Industry

Recruiter:

Time Personnel

Job Ref:

CPT005021/Meg

Date posted:

Wednesday, January 7, 2026

Location:

Newlands, South Africa

SUMMARY:
Do you have the confidence to engage professionally with high-end clients over the phone, schedule appointments, and build strong relationships?

Our client, based in the Southern Suburbs, is looking for a Client Consultant to work closely with their Financial Planners. The role involves setting up appointments on their behalf and contributing to the growth of the companyâs database.

Training will be provided, you must be fluent in English and Afrikaans.

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

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DUTIES

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

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Salary: Basic plus commission
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