Telesales Executive

Potentiam Ltd; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A professional services firm in Cape Town is looking for an experienced telesales representative to contact potential clients, focusing on financial services. The ideal candidate has 3-5 years of outbound sales experience, particularly in the construction industry. Strong communication skills and a customer-focused approach are essential for success in this role. The position offers a dynamic and supportive team environment.

Qualifications

• 3-5 years' experience in predominantly outbound telesales.
• Experience selling financial services or relevant products.
• Experience dealing with clients in the construction industry.

Responsibilities

• Use warm leads to contact individuals regarding tax compliance.
• Meet monthly KPIs for calling prospective clients.
• Ensure the CRM is updated with quality notes following client communications.

Skills

Excellent customer focus

Well-developed communication skills

Team player

Resilient and proactive

Good time management

Tools

CRM software

Word

Excel

Email

Job description

About Potentiam

Potentiam is a global provider of highly qualified professionals to European SMEs from our offices in Romania, South Africa and India. Potentiam works with clients in finance, energy, leisure, marketing, business services and technology industries, providing technical, professional multi‑lingual highly motivated staff, most of whom have had experience of working for international companies.

About the client

UK based client, a specialist group of companies providing a unique service of financial benefits & a comprehensive range of financial services to self‑employed contractors and corporate clients.

Responsibilities

• Use warm leads from various sources and from various customer types to contact individuals who are either: registered on the Construction Industry Scheme (CIS) to make sure they are tax compliant and understand what they can and can't claim back from HMRC in the form of a rebate.
• Not yet VAT registered to explain the benefits of the Flat Rate Scheme service and how being registered can help them to increase their income commercial.
• Meet monthly KPIs regarding calling prospective clients and successfully sell services and products to a range of clients.
• Make follow up phone calls to prospective clients to confirm receipt of information, overcome potential objections, and possibly re‑sell the proposition.
• Ensure that the CRM is updated with good quality notes following client communications.
• Identify and pursue opportunities for cross‑selling products and services to generate business and increase profitability.
• Deal appropriately with queries received via the telephone and/or email and provide written or oral responses to confirm the information or outcome.
• Build effective relationships with potential clients and existing customers, by use of appropriate questioning clarification and language.
• Communicate courteously with all customers by telephone and email, progressing issues and queries to a successful conclusion at the earliest time.
• Speak positively and enthusiastically about the company and its products and services to ensure that a professional company brand and image is provided at all times to customers and colleagues.

Teamwork

• Provide feedback to management of potential improvements to existing procedures and scripting.
• Work as part of a team to achieve the departmental standards and objectives.
• Work effectively with other departments within the Group to maintain excellent standards of service.

Requirements

• Maintain an excellent level of understanding and knowledge of products and services.
• Take responsibility for own personal development in line with agreed performance objectives.
• Support colleagues and team members with professional problems, working to help them to resolve any issues.
• 3‑5 years' experience in predominantly outbound telesales.
• Experience dealing with clients in the construction industry.
• Experience selling financial services or relevant products.
• Well‑developed communication skills, both written and verbal.
• Clear telephone manner and clear listening skills.
• Excellent customer focus.
• Demonstrates drive and positive approach to work and a determination and motivation to achieve targets.
• Resilient and pro‑active.
• Good time management.
• Team player.
• Flexible approach.
• Good knowledge of how to operate Word, Excel, and E‑mail.
• Use of CRM software beneficial.

Disclaimer

The personal information you provide in connection with the submission of your job application or otherwise as part of a recruitment process is used and stored for use only in the execution of a recruitment process and in connection with a possible recruitment. Our contact person for questions regarding processing of personal data in connection with HR activities is Chantal Endemann, who can be contacted on email at The disclosure of your personal information to any third parties is in accordance with written agreements with the parties concerned that comply with the applicable rules, including confidentiality requirements and deletion of information after the recruitment process ends as per our data storage policy.