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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in outbound phone sales and appointment setting, with a strong focus on booking meetings with CFOs and HR leaders. Proficient in CRM usage and maintaining daily discipline in logging calls and outcomes.
Highest-signal resume keywords
Outbound Phone SalesAppointment SettingCRM DisciplineMeeting BookingB2B Sales Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Appointment SettingSales TechniquesMeeting BookingCall LoggingObjection Handling
Soft Skills
Clear CommunicationConfidenceComposureAdaptabilityCoachable
Tools & Technologies
HubSpotSalesforceJustCallOutreachSalesLoft
Industry Keywords
B2B SalesFinanceHRInsuranceFinancial Services
About the role
Key responsibilities & impact- Make high-volume outbound calls to US companies approaching benefits renewal
- Follow up with prospects who received the company's mailed outreach package
- Open conversations, handle objections and book specific meeting times with the founder
- Confirm and protect each booking with reminder texts or short videos
- Rebook no-shows
- Log every call and outcome in the CRM the same day
- Flag bugs and suggest improvements to the in-house CRM
- Turn outreach and cold calls into booked 20-minute renewal reviews for the founder with CFOs, HR leaders and business owners
Requirements
What you’ll need- Two or more years of outbound phone sales or appointment setting, ideally into US B2B
- Clear, confident spoken and written English, with composure to talk money with a CFO
- Track record supported by numbers, such as meetings booked and show rates
- Daily CRM discipline; log everything
- Quiet, private space for calls for a full shift
- Headset with a microphone
- Reliable internet and a backup plan for load shedding
- Comfortable being measured on results and coached with direct feedback
- Experience calling finance, HR, insurance or financial services buyers is a bonus
- BPO experience selling into the US market is a bonus
- Hands-on experience with HubSpot, Salesforce, JustCall, Outreach or SalesLoft is a bonus
- Experience using AI tools to research accounts and improve outreach is a bonus
Benefits
Comp & perks- Working hours: Monday to Friday, on US Central business hours; 15:00 to 23:00 South African time until 1 November 2026, then 16:00 to 00:00
- Fully remote, work-from-home role
- Permanent, full-time position
- Competitive base salary plus uncapped bonus on every qualified meeting that shows and fits
- Direct coaching from a founder who has built and scaled sales teams around the world
- Early seat on a small, high-performing team with real room to grow