Financial Services Inside Sales Specialist

Telesure Investment Holdings (Pty) Ltd.; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Telesure Investment Holdings (Pty) Ltd. seeks a skilled sales professional to drive inbound/outbound policy sales via phone. You will initiate customer relationships, perform needs analysis, and present tailored solutions while meeting KPIs and regulatory standards.

Essential qualifications include Grade 12 SAQA equivalence, FAIS and RE5, and 2–3 years telephonic sales experience within financial services. This is an on-site Durban role with CRM-driven activities.

Qualifications

• 2-3 years telephonic sales experience required.
• Experience in Financial Services is advantageous.
• FAIS and RE5 qualifications are essential.
• Grade 12 or SAQA equivalent is essential.

Responsibilities

• Make calls to allocated customers to develop new relationships.
• Interview customers to clarify requirements using a multi-step script.
• Identify products that meet customer needs and invite purchases at standard terms.
• Enter relevant data into the CRM to support retention and development.
• Meet KPIs and SLAs while adhering to regulatory codes.

Skills

Telephonic sales

Needs analysis

Product knowledge

CRM data entry

Education

Grade 12 / SAQA Accredited Equivalent

FAIS and RE5 qualification

Class of Business – product knowledge

Tools

CRM software

Job description

Telesure Investment Holdings (Pty) Ltd. seeks a skilled sales professional to drive inbound/outbound policy sales via phone. You will initiate customer relationships, perform needs analysis, and present tailored solutions while meeting KPIs and regulatory standards.

Essential qualifications include Grade 12 SAQA equivalence, FAIS and RE5, and 2–3 years telephonic sales experience within financial services. This is an on-site Durban role with CRM-driven activities.