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Pretoria: Sales Call Centre Agent posted by Numeral Financial Services Group

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Job Description

About the Role

Are you all about client services and addressing customer concerns? Are you a fantastic salesperson with the ability to meet deadlines? Do you love working with people and ensuring they feel heard? Then raise your hand because we’re hiring! This role plays an integral part in our team, as you are the first point of contact between our customers and the Company. Therefore, setting the tone for customer satisfaction.

Key Responsibilities

  • Meet with possible investors for the LNDR Club;
  • Grow and build the investor Club membership;
  • Responsible to do presentations to possible investors so as to attain new business;
  • Manage and convert leads into sales and ensure outcomes are captured onto the system;
  • Inform clients by explaining procedures, answering questions, providing information;
  • Reviews customers credit profiles;
  • Adhere to affordability regulations functioning within the NCR & the NCA;
  • Cold calling and answering of inbound calls in a timely and friendly manner;
  • Evaluate problems and complaints of callers and provide proper solutions to them;
  • Respond to the needs of customers and provide personalised service;
  • Provides information on the company’s products or services and generates interest in the offer;
  • Upsells products and services;
  • Research needed information using available resources;
  • Processes forms and applications;
  • Routes calls to other team members whenever needed;
  • Makes relevant notes from customer interactions;
  • Identify any issues that customers might be struggling with;
  • Report on customer feedback;
  • Complete call logs and reports;
  • Manage & update customer databases;
  • Follow-ups on customer calls;
  • Boost customer loyalty by offering a proper experience over the phone.

Requirements

  • Ability to build strong relationships and effectively identify problems as soon as they arise;
  • Analysis of stumbling blocks to find positive solutions and ability to develop alternative solutions to common issues;
  • Identify critical factors which will affect certain outcomes, as well as accurately evaluate options and establish priorities;
  • Anticipate outcomes and identify consequences;
  • Open and honest communication regarding products;
  • Actively listen to others to determine approach to be taken and the ability to persuade individuals so as to see reason;
  • Successful creation and implementation of negotiation strategy;
  • Ability to show empathy with excellent verbal and written communication skills;
  • Ability to provide concise and relevant information and able to provide advice when needed;
  • Ability to work alongside team to achieve a common goal;
  • Be mutually accountable for all projects taken on;
  • Ability to encourage differences and opinions;
  • Ability to perform tasks in an organised manner;
  • Set personal goals and ensure the achievement thereof;
  • Plan efficiently and effectively to ensure deadlines are met;
  • Ability to remain calm in a situation of conflict;
  • Display patience when dealing with stakeholders and team;
  • Highly disciplined with a willingness to learn;
  • Confident with the ability to apply resilience;
  • Cooperative and optimistic;
  • High attention to detail.
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Qualifications

Matric

How to Apply

Click the green “Go Apply” button below to apply directly online with the employer.

About Other Finance/Accounting Jobs in Gauteng

The finance and accounting sector is a significant contributor to the economy of Gauteng, South Africa, providing numerous opportunities for professionals looking to advance their careers. With major financial institutions, banks, and multinational corporations based in the province, there is a high demand for skilled finance and accounting professionals.

Salary ranges in Gauteng are generally in line with national averages, but can vary depending on factors such as industry, company size, and level of experience. According to recent job postings, average salary ranges for finance and accounting positions in Gauteng include:

R250 000 – R350 000 per annum for junior finance professionals
R400 000 – R600 000 per annum for experienced accountants
R700 000 – R1 200 000 per annum for senior finance managers

Key skills required for success in the finance and accounting sector in Gauteng include:

Financial planning and analysis
Accounting standards and compliance (e.g. IFRS)
Data analytics and reporting
Communication and interpersonal skills
Budgeting and forecasting
Risk management
Business acumen and strategic thinking

Major employers in the finance and accounting sector in Gauteng include:

Standard Bank, one of South Africa’s largest banks, with its headquarters located in Sandton, Johannesburg.
Multinational corporations such as IBM, which has a significant presence in the province, and Unilever, a leading consumer goods company.
The Johannesburg Stock Exchange (JSE), which is also based in the province and provides opportunities for finance professionals to work in investment banking and stockbroking.

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Career growth opportunities are available in the finance and accounting sector in Gauteng, with many companies investing in training and development programs to support their employees’ career progression. Senior finance managers can move into executive roles, while experienced accountants can take on leadership positions or start their own businesses. Additionally, the JSE offers a range of training programs and certifications for finance professionals, such as the Certified Financial Analyst (CFA) program.

Overall, the finance and accounting sector in Gauteng presents numerous opportunities for career advancement and professional growth, with a high demand for skilled professionals and competitive salary ranges.


This information provides general career guidance. Actual salaries and requirements vary by employer.



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