This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Appointment Setter / Lead Qualifier based in South Africa.

This is a part-time, customer-facing opportunity focused on turning inbound mortgage enquiries into qualified appointments.
You’ll be the first point of contact for prospective clients, building rapport while gathering accurate information about their circumstances and requirements.
The role combines telephone communication, lead qualification, CRM management, and disciplined follow-up.
You’ll work within a clearly defined non-advised scope, ensuring clients are appropriately qualified before being booked with mortgage advisers.
Success will depend on your ability to manage a substantial pipeline, stay organised, and consistently follow up without being overly sales-driven.
You’ll work remotely with UK-based business hours and use modern CRM, communication, and AI-supported productivity tools.
It’s an excellent fit for a confident communicator with appointment-setting or sales experience who enjoys structured, target-oriented work.

What the job really is