Website Wealthtec
Duties & Responsibilities
Conduct outbound sales calls to prospective and existing clients using an automatic dialer system
Follow approved sales and communication scripts, while confidently improvising to build rapport and address client-specific needs
Understand customer needs, recommend appropriate products or services, and provide tailored solutions that meet those needs
Effectively close sales in line with agreed targets, quality standards, and compliance requirements
Maintain full product knowledge to accurately explain features, benefits, and terms (comprehensive training will be provided)
Sales Performance & Targets
Consistently meet or exceed sales targets, KPIs, and productivity metrics
Demonstrate a target-driven and results-oriented mindset, with the ability to perform in a fast-paced, high-pressure environment
Actively manage pipelines and follow-ups to maximize conversion rates
Quality, Compliance & Data Handling
Deliver all interactions in line with quality assurance standards and internal policies
Ensure accurate, complete, and compliant capturing of client information, with strong attention to detail
Handle all customer information in strict accordance with the POPI Act and data protection requirements
Adhere to regulatory, compliance, and audit standards, including call quality, documentation, and authentication processes
Maintain high quality compliance scores, with minimal errors, reworks, or customer complaints
Customer Engagement & Objection Handling
Professionally handle customer objections, queries, and concerns, using approved techniques to overcome resistance
Guide clients through the end-to-end sales and authentication process, ensuring understanding, consent, and satisfaction
Build and maintain positive customer relationships to support trust, credibility, and long-term value
Administrative & Team Responsibilities
Accurately update CRM systems and call notes following each interaction
Attend required training, coaching, and quality feedback sessions to continuously improve performance
Work collaboratively with team leaders, quality assurance, and compliance teams to achieve departmental objectives
Uphold company values, professional conduct, and ethical sales practices at all times
NOTE: Our company is committed to the principles of Employment Equity (EE). Preference will be given to candidates from designated groups in line with our EE plan and the provisions of the Employment Equity Act of 1998.
Desired Experience & Qualification
Grade 12 / Senior Certificate or equivalent qualification
Minimum of one (1) year call centre experience, preferably within a sales or financial services environment
Minimum of one (1) year proven sales experience, with a track record of meeting or exceeding targets
Demonstrated experience working with sales targets, KPIs, and tight deadlines
Knowledge & Technical Competence
Sound knowledge of relevant regulatory requirements:
Ability to interpret and understand credit reports
Practical experience with debit orders, including:
Sending and following up on debit checks
Proven experience in capturing accurate and complete information, ensuring high levels of data quality and compliance
Ability to prepare, send, and follow up on debit order mandates in line with internal processes and regulatory requirements
Experience in guiding clients through the debit order authentication process, ensuring full understanding, consent, and successful verification
Strong focus on quality assurance, minimizing errors, rejections, and failed debit orders
Ability to identify, correct, and resolve debit order issues through proactive follow-up with clients
Strong computer literacy, with the ability to work confidently across CRM systems, dialers, and Microsoft Office applications
Communication & Interpersonal Skills
Excellent verbal and written communication skills in English
Ability to communicate clearly, professionally, and persuasively with clients
Strong negotiation and objection-handling skills, with the ability to influence customer decisions ethically
Confident use of sales and call centre lingo, adapting communication style to suit different customers
Additional Competencies
Results-driven, self-motivated, and comfortable working in a high-pressure, fast-paced environment
Strong attention to detail and accuracy, particularly when handling customer and financial information
Ability to work independently as well as collaboratively within a team.
Package & Remuneration
Basic salary R5,036 to R13,500
Uncapped Profit share (commission) Based on performance
Additional performance-based incentives
The full remuneration structure and earning potential will be explained in detail during training
To apply for this job please visit www.pnet.co.za.