Outbound Sales Consultant

Requirements

Dial and connect

• Work through existing customer lead campaigns and cold lead campaigns with consistent energy and high activity, opening conversations from a cold start.
  
• Take live transfers from lead warmers, pick up the conversation smoothly, and carry the client through to a sale.
  

Understand and advise

• Present quotes clearly, explain product features, benefits, exclusions and costs in plain language, and handle objections without pressure.
  
• Close the sale and set the client up correctly for a smooth onboarding.
  
  

Stay compliant and accurate

• Make the required identity, purpose and call-recording disclosures
  
• Capture every interaction, outcome, disclosure and consent accurately and on time in the CRM.
  
  

Deliver and improve

• Meet daily activity and talk-time standards and monthly sales targets.
  
• Maintain call-quality and compliance scores, working to approved scripts and Treating Customers Fairly principles.
  
• Share what’s working, support teammates, and contribute ideas to dialling experiments and script improvements.
  

Minimum Required Qualifications:

• Matric.
  
• RE5.
  
• FAIS qualification (e.g. NQF5 Wealth Management).
  
• Class of business for the products you will sell.
  
• Continuous professional development (CPD) hours maintained once competent.
  
• A clear criminal, credit (ITC) and FAIS debarment record — part of the honesty and integrity standard under Fit and Proper.
  

Minimum Required Experience:

• At least 2 years’ experience in cold-calling: outbound, telesales or contact-centre sales in the insurance or financial services industry.