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Permanent position of skilled technical/specialist executive

Designation: CHDASCC040 - Consultant: Direct Sales

Category: Skilled Technical / Specialist Executive

Posted on: 25 Apr 2025

Reference Number: CHDASCC040

Closing date: 02-May-2025

Position Type: Permanent

Location: Midrand Campus

Workplace: Channel Direct Sales (CHDS)


Training

All Sales Consultants will be expected to undergo the following training:

Sales training prior to going live on the phones

Product training. This will happen prior to a campaign being launched. Any Sales

Consultant working on a campaign will be expected to undergo the product training and

write a test for which they have to achieve 85% prior to commencement of dialing on that

campaign.

Refresher and other training will be arranged with Sales Consultants from time to time,

all Sales Consultants will be expected to attend these pre arranged training sessions


Quality of calls

Good quality calls will result in good quality sales and this in turn will result in future

business opportunities and a profitable and sustainable business.

It is critical that the Sales Consultant at the end of the call uses the correct Call Result.

The knowledge of definitions of Call Results and proper understanding of these is the

responsibility of the consultant.

It is critical that sound attempts to properly utilize all leads are made by the Sales

Consultant. A Sales Consultant must not waste leads, either through inaccurate usage of

call results or the lack of focus when a decision maker contact (i.e. telephonic contact with

the person on the database) is made.

All calls must comply with the agreed upon Code of Banking Practice and the FAIS Act.

Sales Consultants are required to ensure that all calls are of great quality. Call quality

will be evaluated by Quality Assurance, Supervisors and Sales Managers


Sales Process

Sales Consultants have to follow the sales process. Small deviations from the script in

the presentation may be tolerated, but under no circumstances must the introduction or

the closing be altered or omitted.


Customer

Create and maintain productive relationships with internal and external clients by

providing advice and assistance

Create understanding of the ‘real’ versus ‘perceived’ need through experience and

expertise while complying with company polices legislation and regulations

Keep the client informed about progress through written communication, telephone

communications and/or face to face meetings

Build a positive image by exceeding client expectations at all times

Treat internal and external customers fairly at all times


Nature 1:

To initiate and conclude the sale of a range of financial products to customers in an affinity database as allocated, using the telephone as a marketing medium.


Nature 3:


Motivation:

KEY PERFORMANCE AREAS

  • Behavioural (COMP)

  • Ability to cope well under pressure

  • Ability to deal with rejection

  • Extremely high level of perseverance

  • Persuading & Influencing

  • Relating and Networking

  • Self motivated individual;

  • Working with people


Minimum Education

  • Matric

  • NQF level 6 (FSB Recognized)


Minimum Experience

6 – 12 months working experience in the Sales Call Centre Enviroment


Technical (COMP)

  • Ability to work well with others

  • Answer calls professionally

  • Contact new or existing individuals by phone

  • Data entry and maintenance of customer/potential customer data bases

  • Deliver prepared sales scripts to persuade potential customers to purchase a product or service

  • Describe products and services

  • Enter customer information

  • Excellent communication skills, verbal and written;

  • Follow up customer calls where necessary

  • Good time-management;



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