Client Engagement Representative – Inbound SDR

VirtuHire

. Answer and return inbound calls professionally and promptly .

Posted 9/24/2026full-timeRemote • South AfricaJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in inbound sales and appointment setting, with strong skills in rapport-building, active listening, and client engagement. Proficient in CRM systems and comfortable using Google Workspace and Slack for effective communication and documentation.

Highest-signal resume keywords

Inbound Sales ExperienceAppointment SettingCRM ProficiencyActive Listening SkillsProfessional Telephone Manner

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Inbound SalesAppointment SettingCRM SystemsOutbound ProspectingDocumentation Accuracy

Soft Skills

Rapport-BuildingOrganisational SkillsSelf-MotivatedProactiveDetail-Oriented

Tools & Technologies

Google WorkspaceSlack

Industry Keywords

Client EngagementContact CentrePhone-Based Client-FacingConfidentiality Requirements

About the role

Key responsibilities & impact

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
Connect clients with the appropriate licensed professional without providing insurance advice, recommending coverage, issuing quotes or closing insurance sales

Requirements

What you’ll need

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
Quiet and professional home-working environment
Reliable high-speed internet
Dependable power access
Professional headset
Comfortable working with secure systems, VPN access and strict confidentiality requirements