Sales through Service – Financial Wellbeing Agent

Procera; Durban; On-site; ZAR 150,000 - 300,000; Full time

Job summary

A financial services company is seeking a Sales through Service – Financial Wellbeing Agent in Durban. You will support Australian clients by understanding their financial needs and converting leads into solutions. Candidates should have at least two years' experience in financial services and excellent communication skills. This role requires a strong work ethic and the ability to work in a dynamic environment.

Qualifications

• Minimum 2 years’ experience in a Financial Services role for an International Campaign involving lead generation and sales.
• Ability to work under pressure and meet deadlines.
• Accurate data entry skills required.

Responsibilities

• Offer support to Australian clientele for various inquiries.
• Conduct thorough fact-finding to understand financial obligations.
• Cultivate meaningful connections with clients through communication.

Skills

Interpersonal skills

Communication skills

Influencing skills

Attention to detail

Empathy

Education

Matric or relevant NQF Level 4 qualification

Job description

Department

Australian Campaign

Position

Sales through Service – Financial Wellbeing Agent

Start Date

17/7/2024

Fixed Term

3 months Training Agreement moving onto permanent once probation period is over.

Reports To

Team leader

Purpose Of The Job

You will be core to the launch of new services being delivered by a well-known financial services organisation and will form part of the team taking the solution to market. The journey commences with learning how customers can improve their credit status and converting prospective customer opportunities into solutions by identifying and discussing options with interested parties. Once you have mastered this skill you will be provided with additional focused training to support you in providing a consultation before signing customers up to a subscription package to receive more specialist support focused on financial health budgeting. In this fast-paced and dynamic role, you’ll navigate multiple systems and engage with a wide variety of customers, ensuring each day brings new challenges and excitement. Be a key player in our vibrant environment through your journey.

Minimum Qualifications And Experience

• Matric or relevant NQF Level 4 qualification or higher.
• Minimum 2 years’ experience in a Financial Services role for an International Campaign involving lead generation and sales across debt related products
• Strong work ethic with attention to detail
• Accurate data entry skills
• The ability to work under pressure and meet deadlines.
• Reliable and trustworthy
• Mature & friendly manner with the ability to work well within a team environment.
  
  

Job Responsibilities

Offer support to our Australian clientele, addressing various inquiries, including but not limited to the following.

• Administration and data capturing of personal information.
• Conducting thorough fact-finding to gain a comprehensive understanding of their financial obligations and needs
• Examine the information furnished by customers and accurately record the provided data; further utilising information to shape solutions aligned to the service solutions being promoted, before ultimately closing the sale.
• Cultivate meaningful connections with our clients through consistent telephone communication on both inbound and outbound lines.
  
  

Competencies Required

• Excellent interpersonal & communication skills
• Influencing skills
• Passionate Driven and compassionate
• Hard working, enthusiastic, self-motivated, and tenacious
• Good listener
• Empathetic with friendly & professional telephone etiquette
• A positive, professional, and flexible attitude to work.
• Results and target driven with a desire to succeed.
• Team player
• Mature thinking
• Attention to detail (data capture)
• Communication skills (neutral English accent)
• Empathetic and calm under pressure.
• Process adherence!
  
  

Profile

• Age preference 18 years and older with a valid SA ID
• International Work experience essential (Lead Generation / Sales)
• Neutral accent when communicating
• Strong literacy and verbal communication in the preferred language required (English)
• Goal driven, enthusiastic and competitive.
• Good reference checks from previous employers
  
  

FAIS Or NON FAIS

NON FIAS

Salary, Incentives & Commissions

Will be discussed in interview

Working Hours

Australian working hours can change according to operational requirements.

To apply, please forward CV and covering letter explaining how your aspirations, skills and experience match the role requirements to: [e-mail]