Outbound Telesales Consultant

Liberty is currently seeking a motivated Outbound Telesales Consultant to join their team in Gqeberha. This position is structured as a 12-month fixed-term contract and is specifically focused on driving the growth of the organisation’s funeral plan and life insurance portfolios. If you are a sales-focused professional who thrives in a target-driven environment and enjoys building client relationships through virtual channels, this could be an ideal next step in your career.

About the role

Working within the broader Standard Bank Group ecosystem, this role is centered on proactive outbound engagement. You will be responsible for identifying the protection needs of existing and prospective clients, ensuring that they are offered insurance solutions that provide genuine value. Success in this role requires a balance between aggressive sales targets and a deep commitment to regulatory compliance.

Because this is a financial services role, you will be expected to maintain the highest standards of professional conduct. You must be able to communicate complex policy details—such as premiums, benefits, and conditions—in a clear, accessible manner. The objective is to facilitate informed decision-making for clients while ensuring that all administrative, FAIS, and compliance protocols are followed with precision.

What you’ll do

Your daily workflow will involve managing high-volume outbound campaigns and engaging with clients telephonically. Key responsibilities include:

• Driving the sales and cross-selling of Life Insurance and Funeral Plan products.
• Conducting needs-based sales conversations to identify suitable financial protection for clients.
• Converting prospective leads into successful policy applications.
• Explaining policy features and limitations to ensure full transparency.
• Accurately recording client interactions, processing applications, and maintaining data integrity within the CRM system.
• Consistently tracking and reporting on your sales performance against monthly targets.

What they’re looking for

Liberty is looking for someone with a proven track record in a high-pressure sales environment. Because this is a regulated role, specific qualifications are non-negotiable:

• A National Certificate in Banking (NQF 5) or an equivalent qualification that is officially recognised by the Financial Advisory and Intermediary Services (FAIS) Act.
• You must meet the FAIS "Fit and Proper" requirements, which is a standard necessity for any client-facing financial role in South Africa.
• At least 12 months of continuous experience in a target-driven outbound sales or telesales role, preferably within the banking or insurance sectors.
• Strong objection-handling skills and the ability to maintain a professional, persuasive demeanour over the phone.
• A solid grasp of sales reporting, conversion rates, and basic insurance product knowledge.

In the South African financial services landscape, telesales roles within large banking groups often serve as a vital stepping stone for career progression. While base salaries for these contract roles are competitive, they are almost always supplemented by performance-based commissions, meaning your total earnings are directly linked to your ability to close deals. Gaining experience in a reputable firm like Liberty is highly regarded, often opening doors into more complex roles in financial planning, client relationship management, or insurance underwriting as your career develops.

• National Certificate in Banking (NQF 5), FAIS-recognised, or an equivalent relevant qualification.
• Must meet the applicable FAIS Fit and Proper requirements for the role.

Minimum Experience:

• Minimum of 12 months' continuous experience in a target-driven telesales or outbound sales environment, preferably within banking, insurance or financial services.
• Experience engaging clients telephonically, identifying sales opportunities and promoting products or services.
• Demonstrated ability to achieve sales targets, handle objections and convert client conversations into successful sales.
• Basic understanding of insurance products, particularly Funeral Plans and Life Insurance, would be advantageous.
• Experience working with sales targets, conversion rates, customer relationship management systems and sales reporting.

Behavioural Competencies:

• Checking Things
• Convincing People
• Developing Expertise
• Embracing Change
• Meeting Timescales

Technical Competencies:

• Application & Submission Verification (Consumer Banking)
• Banking Processes & Procedures
• Client Acceptance & Review
• Customer Understanding (Consumer Banking)
• Processing & Product Knowledge (Consumer Banking)