Outbound Financial Sales Advisor

Wesbank; Cape Town, Johannesburg; On-site; ZAR 558,000 - 668,000; Full time

Job summary

Wesbank, a leading financial services provider, is seeking a Sales Advisor in Cape Town/Joburg. You will engage customers through outbound channels, identify needs, and match them with tailored financial solutions while driving sales performance in a focused, compliant environment.

The role demands 1–3 years in direct sales, with banking qualifications. A Diploma or Degree is advantageous. The position offers growth within specialised product teams and exposure to varied client segments.

Qualifications

• 1–3 years of experience in direct sales.
• Certificate in Banking equivalent to NQF Level 5.
• Diploma or Degree would be advantageous.

Responsibilities

• Engage customers through outbound channels to promote relevant financial solutions.
• Identify customer needs and match them with tailored product offerings.
• Drive sales performance in a target-driven environment.
• Deliver high-quality customer service while adhering to governance and compliance standards.

Skills

Direct sales

Customer engagement

Target-driven

Education

Certificate in Banking (NQF 5)

Diploma or Degree (advantage)

Job description

Wesbank, a leading financial services provider, is seeking a Sales Advisor in Cape Town/Joburg. You will engage customers through outbound channels, identify needs, and match them with tailored financial solutions while driving sales performance in a focused, compliant environment.

The role demands 1–3 years in direct sales, with banking qualifications. A Diploma or Degree is advantageous. The position offers growth within specialised product teams and exposure to varied client segments.