Summary

The Pre-Qualification Specialist will be responsible for making the first contact with every new property-investment lead, confirming their details and genuine interest in investing, and passing qualified leads to the sales team.

Responsibilities

• Fast first contact: call every new lead within one hour during working hours, and work through overnight leads first thing each morning.
• Prepare before the call: read the short intelligence brief the Sales Command Centre prepares on each lead, and use the suggested opening in the lead's language.
• Verify the details: confirm name, email, phone number, nationality and country of residence, where they heard about CPS, preferred language, and genuine interest in investing.
• Follow the 3-2-7 rule: make at least 3 contact attempts, on at least 2 channels (phone, WhatsApp, email), over 7 days before a lead can be archived.
• Record every outcome in Salesforce: each call or message is logged with a short summary and the next step. Each lead ends as one of: qualified (MQL), archived (with a reason), or spam (with a reason).
• Hand over qualified leads: write a short brief per qualified lead, including a hot/warm / cold rating, for the daily 09:00 lead distribution meeting. Where possible, book the call with a sales agent.
• Escalate urgent leads: a lead who wants to visit today or is ready to buy goes straight to the Sales Manager.
• Re-contact returning leads: archived leads come back to the team after a few months; check their history before calling again.
• Give feedback: report patterns in lead quality (fake details, wrong targeting, duplicates) to the Sales Manager and Marketing.

 

Education and Qualifications

• Fluent spoken and written English and Swahili
• Clear, friendly and confident phone manner, including with international callers
• Organised and disciplined: follows a script and a contact schedule without reminders
• Comfortable working on a computer all day with two screens (Salesforce and the Sales Command Centre)
• Accurate, complete record-keeping
• Completed secondary education
• A third language (for example German, Arabic or French) is an advantage.

   

Requirements

• 0–2 years of relevant experience
• Experience in a call centre, customer service, front desk or sales support role is an advantage
• Experience with a CRM such as Salesforce is an advantage
• Interest in real estate or investment is an advantage

 

Characteristics

• Clear, friendly and confident phone manner
• Organised and disciplined
• Accurate and detail-oriented
• Good communication and interpersonal skills
• Comfortable communicating with international callers

 

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