Client Engagement Representative - Inbound SDR

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