Client Engagement Representative - Inbound SDR
This is the employer's own posting, not a copy on a job board.
What we know
Is it still open?
Confirmed still open
Last checked 1d ago — checked against the employer's own applicant tracking system, which is the company answering directly.
We re-read the employer's own applicant tracking system and the posting was still there. That is the company answering directly.
How old is it?
Posted 9d ago
The date the source published, not the day we noticed it (2026-09-23). Last seen at its source 3h ago.
We have tracked this listing since 23 Sep 2026 (8 days). The employer's own board has carried it every time we have read it, most recently 3 hours ago.
Is it remote?
Marked remote on the employer's board
Their board carries a remote setting on this posting — a field they filled in, not wording we read. The location field names somewhere specific, which is usually where the team or the entity sits.
Who may apply?
South Africa
The description agrees: it names South Africa.
What the ad says
…Location: Remote – South Africa…
Pay not stated
Similar roles pay $87.5k–195k/yr
Middle 50% of 77 listings that do state pay — Sales & Marketing · all levels · EMEA · USD/year. This employer has published no salary; this is what comparable listings we hold disclose, never converted between currencies or periods. How this is calculated.
Skills named in the ad
Recognised terms only, from a fixed vocabulary — this is what CV matching compares against.
Carried by 1 source
-
workable employer's own board first seen 8d ago · last seen 3h ago
The listing
Location: Remote – South Africa
Employment: Full-Time
Hours: 40 hours per week, Monday–Friday
Working Hours: 9:00 AM–5:00 PM Eastern Time (approximately 3:00 PM–11:00 PM or 4:00 PM–12:00 AM SAST depending on daylight saving)
About the Role
We are seeking a confident, personable and highly organised Client Engagement Representative to manage inbound enquiries, engage prospective customers and schedule qualified appointments.
You will often be the first point of contact for prospective clients, so strong communication and telephone presence are essential. The role focuses primarily on inbound engagement, qualification, appointment setting and follow-up, with some outbound prospecting during quieter periods.
This is an unlicensed position. You will not provide insurance advice, recommend coverage, issue quotes or close insurance sales. Your responsibility is to build the relationship, gather approved preliminary information and connect the client with the appropriate licensed professional.
Requirements
Key Responsibilities
- Answer and return inbound calls professionally and promptly.
- Build rapport and create a positive first impression with prospective clients.
- Complete preliminary intake and qualification using approved scripts and processes.
- Schedule qualified appointments and facilitate warm handovers.
- Follow up with missed calls, warm leads and previously engaged prospects.
- Confirm appointments and conduct reminder follow-ups.
- Maintain accurate CRM notes, lead statuses and callback information.
- Re-engage inactive or previously lost prospects.
- Conduct occasional outbound prospecting when inbound priorities are under control.
- Support marketing and client engagement campaigns through phone and email outreach.
What We’re Looking For
- 2+ years' experience in inbound sales, appointment setting, customer service, contact centres or another phone-based client-facing environment.
- Exceptional spoken and written English with a professional telephone manner.
- Strong rapport-building, active listening and questioning skills.
- Comfortable spending a significant portion of the day speaking with clients.
- Confident handling follow-ups, objections and occasional outbound cold calls.
- Strong organisational skills and ability to manage multiple appointments and callbacks.
- Experience using CRM or client-management systems.
- Comfortable using or quickly learning Google Workspace and Slack.
- Detail-oriented with accurate documentation and follow-through.
- Self-motivated, proactive and accountable when working remotely.
- Insurance or financial services experience is beneficial but not required.
Remote Work Requirements
Candidates must have a quiet and professional home-working environment, reliable high-speed internet, dependable power access and a professional headset. You must also be comfortable working with secure systems, VPN access and strict confidentiality requirements.
Ideal Profile: A warm, articulate and confident communicator who genuinely enjoys speaking with people, follows up consistently and knows how to turn a positive conversation into a well-qualified appointment.