Call Center Agent

Introduction

 Wealthtec is a purpose-driven financial services company dedicated to empowering individuals and safeguarding their financial well-being. Through a client-centred approach, we help South Africans overcome debt, restore their credit health, and build a sustainable financial future.

We are currently looking for full time results-driven and customer-focused Sales Consultants to join our growing team. The successful candidates will be responsible for engaging potential clients, understanding their financial needs, and offering tailored solutions in line with company objectives, quality standards, and compliance requirements. 

 

Duties & Responsibilities

•  Conduct outbound sales calls to prospective and existing clients using an automatic dialer system   
   

• Follow approved sales and communication scripts, while confidently improvising to build rapport and address client-specific needs
   

• Understand customer needs, recommend appropriate products or services, and provide tailored solutions that meet those needs
   

• Effectively close sales in line with agreed targets, quality standards, and compliance requirements
   

• Maintain full product knowledge to accurately explain features, benefits, and terms (comprehensive training will be provided)
   

Sales Performance & Targets

• Consistently meet or exceed sales targets, KPIs, and productivity metrics
   

• Demonstrate a target-driven and results-oriented mindset, with the ability to perform in a fast-paced, high-pressure environment
   

• Actively manage pipelines and follow-ups to maximize conversion rates
   

Quality, Compliance & Data Handling

• Deliver all interactions in line with quality assurance standards and internal policies
   

• Ensure accurate, complete, and compliant capturing of client information, with strong attention to detail
   

• Handle all customer information in strict accordance with the POPI Act and data protection requirements
   

• Adhere to regulatory, compliance, and audit standards, including call quality, documentation, and authentication processes
   

• Maintain high quality compliance scores, with minimal errors, reworks, or customer complaints
   

Customer Engagement & Objection Handling

• Professionally handle customer objections, queries, and concerns, using approved techniques to overcome resistance
   

• Guide clients through the end-to-end sales and authentication process, ensuring understanding, consent, and satisfaction
   

• Build and maintain positive customer relationships to support trust, credibility, and long-term value
   

Administrative & Team Responsibilities

• Accurately update CRM systems and call notes following each interaction
   

• Attend required training, coaching, and quality feedback sessions to continuously improve performance
   

• Work collaboratively with team leaders, quality assurance, and compliance teams to achieve departmental objectives
   

• Uphold company values, professional conduct, and ethical sales practices at all times    

 

NOTE: Our company is committed to the principles of Employment Equity (EE). Preference will be given to candidates from designated groups in line with our EE plan and the provisions of the Employment Equity Act of 1998.

 

Desired Experience & Qualification

•  Grade 12 / Senior Certificate or equivalent qualification
   

• Minimum of one (1) year call centre experience, preferably within a sales or financial services environment
   

•  Minimum of one (1) year proven sales experience, with a track record of meeting or exceeding targets
   

Demonstrated experience working with sales targets, KPIs, and tight deadlines

 

 Knowledge & Technical Competence

Sound knowledge of relevant regulatory requirements:

• Ability to interpret and understand credit reports
   

• Practical experience with debit orders, including:

  •  Sending and following up on debit checks   
     

  • Proven experience in capturing accurate and complete information, ensuring high levels of data quality and compliance
     

  • Ability to prepare, send, and follow up on debit order mandates in line with internal processes and regulatory requirements
     

  • Experience in guiding clients through the debit order authentication process, ensuring full understanding, consent, and successful verification
     

  • Strong focus on quality assurance, minimizing errors, rejections, and failed debit orders
     

  •  Ability to identify, correct, and resolve debit order issues through proactive follow-up with clients 

 

Strong computer literacy, with the ability to work confidently across CRM systems, dialers, and Microsoft Office applications  
 

Communication & Interpersonal Skills

• Excellent verbal and written communication skills in English
   

• Ability to communicate clearly, professionally, and persuasively with clients
   

• Strong negotiation and objection-handling skills, with the ability to influence customer decisions ethically
   

• Confident use of sales and call centre lingo, adapting communication style to suit different customers
   

Additional Competencies

• Results-driven, self-motivated, and comfortable working in a high-pressure, fast-paced environment
   

• Strong attention to detail and accuracy, particularly when handling customer and financial information
   

• Ability to work independently as well as collaboratively within a team.     

  

Package & Remuneration

•  Basic salary  R5,240 to R13,500

• Uncapped Profit share (commission) Based on performance

• Additional performance-based incentives
   

The full remuneration structure and earning potential will be explained in detail during training. 

Working hours and Location

• Monday to Thursday: 08:00 – 17:00

• Friday: 08:00 – 13:30

• Two (2) compulsory Saturdays per month, as per operational requirements

 

Location

• Candidates must be based in Pretoria and able to reliably commute to the office.