The Outbound Sales Agent is responsible for actively reaching out to prospective and existing customers to promote products/services, generate qualified leads, and close sales. This role requires a proactive, results-driven professional with strong communication skills and a track record of meeting or exceeding sales targets.
Key Responsibilities
- Outbound Sales & Prospecting: Perform cold and warm outbound calls to prospective clients, convert leads into active customers, and identify cross-selling or upselling opportunities.
- Pipeline Management: Maintain an accurate record of all sales activities, customer interactions, and follow-ups in the CRM database.
- Customer Engagement: Clearly articulate product features, benefits, and value propositions while addressing customer objections with empathy and professional negotiation skills.
- Target Achievement: Consistently meet or exceed daily call volume KPIs, talk time metrics, lead qualification targets, and monthly sales quotas.
- Product Knowledge: Stay up to date on company offerings, industry trends, and competitor products to effectively pitch solutions to clients.
- Compliance & Quality Assurance: Follow internal sales scripts, FAIS regulatory guidelines, compliance protocols, and data privacy regulations during all customer communications.
Minimum Requirements
- Experience: Minimum of 12 months (1 year) of proven experience as an outbound sales representative, call centre agent, or telemarketer.
- Education: Grade 12 / Matric.
- Skills: Excellent verbal communication, active listening, objection handling, and persuasive closing skills.
- Technical Ability: Proficiency in CRM software, basic Microsoft Office tools, and efficient data entry with high accuracy.
- Attributes: High resilience, self-motivation, goal orientation, and a professional phone demeanour.
Added Advantages
- FAIS Accreditation: Having completed or acquired relevant FAIS credits (Financial Advisory and Intermediary Services Act) is an advantage.
- RE Certification: Regulatory Examination (RE5 / RE1) qualification is highly advantageous.
Desired Skills:
- Outbound Calls
- Sales
- customer service
- CRM software
Desired Qualification Level:
- Grade 12 / Matric
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