Tele Sales Agent – Financial Services

Tele Sales Agent – Financial Services

Our client is the financial services division of a popular automotive group in the South African Market, they offer VAP (Value Added Products) to clients who have taken out vehicle financing through the group. These products include; Warranty/Booster, Service & Maintenance, LPP, Adcover/Deposit Cover, Paint Tech & Tyre & Rim Sales.

You will also be required to generate leads/sales on various campaigns & projects. Responsible for the achievement of Daily, Weekly and Monthly targets, through outbound telephonic contact.

Minimum Requirements:

  • Matric
  • Minimum 1 – 2 year’s sales experience (telesales environment)
  • Experience in an inbound/outbound call centre environment
  • Fully FAIS accredited as per requirements set out on your DOFA date
  • RE Qualification (must have)
  • Up to date with CPD Hours
  • Preference will be given to candidates that have completed the full FAIS qualification

You will also be required to have:

  • Clear Criminal and Credit record
  • Reliable or own transport
  • Background in Motor trade would be preferable
  • Ability to work late and weekend shifts
  • You are required to illustrate integrity and honesty in the handling of cash/finances, in that in your role you may be require to provide some form of financial advice on financial products

Required Skills:

  • Excellent telephone selling skills with professional telephone manner and commercial acumen and the capability to communicate with enthusiasm and drive
  • Excellent communication (verbal and written) – Good command of the English language
  • Motor industry experience will be an advantage
  • Results driven
  • Good negotiating and closing skills
  • Target and incentive driven
  • Energetic
  • Multi-tasking
  • Excellent time management and attention to detail
  • Confident and assertive
  • Ability to work under pressure
  • Team Player
  • Accuracy in data capture
  • Outgoing and vivacious personality
  • Computer literate – MS Word, Excel, Outlook and CRM experience/knowledge
  • Strong Formal Sales Training/Understanding


  • Achieve / exceed sales targets
  • Follow up all sales leads in a timely and effective manner
  • Adherence to QA and Compliance criteria as per FAIS requirements
  • Responsible for follow up
  • Ability to cross-sell – sell from a large range of branded products/services, as well as the ability to close
  • Ability to accurately assess customer needs and potential, identify and deal with objections that may arise
  • Accurate daily recording of all call details on the LMS
  • Maintain and develop professional selling skills
  • Daily administration


Medical Aid | Pension or Provident Fund (50/50 contribution)

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