Sales & Service Consultant

Lesaka Technologies Inc.; Kamiesberg Local Municipality; On-site; ZAR 25 000 - 45 000; Full time

Job summary

An established industry player seeks a dedicated sales and service professional to drive digital migration and enhance customer engagement. This role emphasizes accountability in customer interactions, ensuring compliance with regulatory standards while achieving sales targets. The successful applicant will educate customers on digital channels, resolve queries efficiently, and contribute to team success. With a focus on personal development and leadership, this position offers an opportunity to thrive in a dynamic environment, making a significant impact on customer satisfaction and retention. Join a forward-thinking company committed to excellence and innovation in customer service.

Qualifications

• Minimum NQF 4 qualification required, with preference for NQF 5.
• 1-2 years of related experience and FAIS qualification needed.

Responsibilities

• Leads conversion of identified opportunities into sales.
• Educates customers on digital channels to optimize their use.
• Resolves customer queries efficiently within set timelines.

Skills

Customer Engagement

Sales Target Achievement

Digital Channel Education

Regulatory Compliance (FICA, POPI, NCR)

Teamwork

Education

NQF 4 Qualification

NQF 5 Qualification

Regulatory Exam Qualification

NQF Level 6 Diploma or Higher Certificate

Tools

Microsoft Office

Job description

Key Performance Areas

To acquire and educate for sales and service, drive digital migration, ensure activation, and cross-sell complementary products.

Customer

• Takes accountability in customer engagement to identify customer needs.
• Uses systems to establish customer authenticity and protects sensitive information from unauthorized access.
• Performs regulatory checks such as FICA, POPI, and NCR.
• Assists customers with account servicing and origination.
• Handles client services like issuing cards and responding to queries.
• Refers issues outside operational scope to the team leader.

People

• Adheres to teamwork principles.
• Follows guidance from senior staff.

Finance

• Ensures revenue generation by meeting sales targets.
• Retains customers through quality service and prompt resolution of complaints.
• Prevents account closures and operational losses by following compliance procedures.

Process, Risk, Regulatory & Compliance

• Complies with FAIS guidelines, honesty, and integrity standards.
• Operates within the code of conduct and adheres to Treat Customer Fairly, FICA, POPI, and NCR guidelines.
• Refers issues outside established parameters to the team leader.
• Operates within set levels and limits.
• Gathers information to improve the overall customer experience.

Responsibilities

• Leads conversion of identified opportunities into sales.
• Supports cost containment and reduction activities.
• Educates customers on digital channels to optimize their use.
• Engages with customers positively, aligning with the "HIGH FIVE" brand promise.
• Prioritizes activation during onboarding.
• Maintains ethical conduct and adheres to TCF principles.
• Maximizes digital and self-service channels during customer interactions.
• Resolves customer queries efficiently within set timelines.
• Achieves sales and retention targets, managing breakdown activities as per operational requirements.
• Follows procedures and understands associated risks.
• Fulfills transactions above benchmarks and provides exceptional customer service.
• Demonstrates organizational values and takes accountability for personal development.
• Adapts to changing business and customer needs.
• Contributes to team effectiveness and success.
• Enhances knowledge through role-specific training.

Key Performance Measures

• Achievement of stipulated targets.
• Customer service feedback including compliments and complaints.
• Adherence to compliance requirements.
• Minimization of operational losses and attrition.

Qualifications

• Minimum NQF 4 qualification.
• Preferred NQF 5 qualification as prescribed by the Financial Services Board.
• Regulatory Exam qualification.
• Recognition at NQF level 6 with a relevant diploma or higher certificate.
• Proficiency in Microsoft Office.

Experience

• 1-2 years related experience.
• FAIS qualification required.

The Successful Applicant Must

• Possess leadership qualities and self-management skills.
• Be committed to understanding and fulfilling customer needs.
• Handle upset customers with empathy and responsibility.
• Accept personal development opportunities and inspire others.
• Anticipate and adapt to change.
• Consider the impact of actions on people and systems.
• Work effectively with teams and across departments.
• Value team talents and contribute to shared goals.
• Set and pursue ambitious goals with a commercial mindset.
• Celebrate successes and maintain humility.
• Build trusting, respectful relationships.
• Act with integrity and transparency.
• Understand and adhere to regulatory requirements, escalating risks when necessary.