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
Communication Skills
Desired Qualification Level:
Grade 12 / Matric