Sales through Service – Financial Wellbeing Agent

7 June 2024


Australian Campaign


Sales through Service – Financial Wellbeing Agent

Start date:


Fixed term:

3 months Training Agreement moving onto permanent once probation period is over.

Reports to:

Team leader

Purpose of the job:

You will be core to the launch of new services being delivered by a well-known financial services organisation and will form part of the team taking the solution to market. The journey commences with learning how customers can improve their credit status and converting prospective customer opportunities into solutions by identifying and discussing options with interested parties. Once you have mastered this skill you will be provided with additional focused training to support you in providing a consultation before signing customers up to a subscription package to receive more specialist support focused on financial health budgeting.  In this fast-paced and dynamic role, you’ll navigate multiple systems and engage with a wide variety of customers, ensuring each day brings new challenges and excitement. Be a key player in our vibrant environment through your journey.

Minimum qualifications and experience:

  • Matric or relevant NQF Level 4 qualification or higher.
  • Minimum 2 years’ experience in a Financial Services role for an International Campaign involving lead generation and sales across debt related products
  • Strong work ethic with attention to detail
  • Accurate data entry skills
  • The ability to work under pressure and meet deadlines.
  • Reliable and trustworthy
  • Mature & friendly manner with the ability to work well within a team environment.

Job responsibilities:

Offer support to our Australian clientele, addressing various inquiries, including but not limited to the following.

  • Administration and data capturing of personal information.
  • Conducting thorough fact-finding to gain a comprehensive understanding of their financial obligations and needs
  • Examine the information furnished by customers and accurately record the provided data; further utilising information to shape solutions aligned to the service solutions being promoted, before ultimately closing the sale.
  • Cultivate meaningful connections with our clients through consistent telephone communication on both inbound and outbound lines.

Competencies required:

  • Excellent interpersonal & communication skills
  • Influencing skills
  • Passionate Driven and compassionate
  • Hard working, enthusiastic, self-motivated, and tenacious
  • Good listener
  • Empathetic with friendly & professional telephone etiquette
  • A positive, professional, and flexible attitude to work.
  • Results and target driven with a desire to succeed.
  • Team player
  • Mature thinking
  • Attention to detail (data capture)
  • Communication skills (neutral English accent)
  • Empathetic and calm under pressure.
  • Process adherence!


  • Age preference 18 years and older with a valid SA ID
  • International Work experience essential (Lead Generation / Sales)
  • Neutral accent when communicating
  • Strong literacy and verbal communication in the preferred language required (English)
  • Goal driven, enthusiastic and competitive.
  • Good reference checks from previous employers



Salary, incentives & commissions:

Will be discussed in interview

Working hours:

Australian working hours can change according to operational requirements.

To apply, please forward CV and covering letter explaining how your aspirations, skills and experience match the role requirements to:

Job Application

To apply, please upload your CV and covering letter explaining how your aspirations, skills and experience match the role requirements.

Drop files here or
Accepted file types: pdf, doc, docx, Max. file size: 32 MB.
    Please name your CV with your full name so we know which vacancy you are applying for.