Telesales Consultant

apartmentProfile Personnel placePort Elizabeth calendar_month 

About the Role

We are seeking a driven and commercially minded Telesales Consultant to join a fast-paced business finance environment. The successful candidate will play a key role in generating and qualifying funding opportunities for business clients across a range of financial products, including Asset Finance, Business Loans, and Invoice Finance.

This role is ideal for a confident communicator who thrives in a target-driven sales environment and enjoys building relationships with business clients over the phone.

Key Responsibilities
  • Conduct high-volume outbound calls to prospective business clients to identify funding opportunities.
  • Qualify client requirements for products such as Asset Finance, Business Loans, and Invoice Finance.
  • Build strong relationships with clients through a consultative sales approach.
  • Accurately capture and maintain client information within CRM systems.
  • Collect and verify supporting documentation for finance applications.
  • Ensure all client interactions and documentation comply with regulatory and internal compliance standards.
  • Work closely with brokers, underwriters, and sales teams to ensure seamless lead handovers.
  • Consistently achieve and exceed daily, weekly, and monthly sales targets and KPIs.
Minimum Requirements
  • Proven experience in telesales, telemarketing, or tele-appointment setting.
  • Previous experience within financial services or commercial finance would be advantageous.
  • Strong communication, negotiation, and relationship-building skills.
  • Ability to handle objections professionally and remain resilient in a high-call-volume environment.
  • Excellent administrative accuracy and attention to detail.
  • Proficient in CRM systems, Microsoft Office, and professional communication platforms.
  • Ability to work independently while contributing positively to a team environment.
Key Skills
  • Strong telephone etiquette and persuasion skills
  • Target-driven and self-motivated
  • Excellent organisational and time-management abilities
  • Ability to interpret basic financial or business information
  • High level of professionalism and confidentiality
Performance Measures
  • Daily outbound call activity
  • Lead conversion and appointment booking ratios
  • Revenue and sales target achievement
  • Accuracy and compliance of client documentation

Please note that only shortlisted candidates will be contacted. Should you not receive a response within 14 days, kindly consider your application unsuccessful.

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