Work Type
Full TimePart TimeLocation Preference
HybridRemoteOn-SiteLocation: Pretoria
Open to relocation: Yes
Grace Baloyi
Sales Consultant
Pretoria
Work Preference
Summary
Sales Consultant – Financial Products with RE5-certified telesales experience in inbound and outbound financial product campaigns. Converts affinity database leads into completed sales while maintaining accurate Call Results, clean CRM records, and strict adherence to the FAIS Act and Code of Banking Practice. Delivers scripted conversations, product explanations, and complaint handling that support conversion, trust, and call quality.
Overview
1
1
Certification
6
6
years of professional experience
Work History
Sales Consultant
African Bank
MIDRAND
04.2021 - Current
- Completed product training and refresher sessions with >85% test scores before campaign launches.
- Managed [number] calls weekly to support inbound and outbound sales activity across the affinity database.
- Delivered inbound and outbound telesales conversations to present financial products and close sales with affinity database customers.
- Applied prepared scripts with strict adherence to introductions, closings, FAIS requirements, and banking compliance standards.
- Maintained accurate call results and CRM records to capture customer interactions, applications, and follow-up history.
- Built customer relationships by identifying real and perceived needs, then recommending tailored financial solutions and cross-sell opportunities.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Education
National Diploma - Entrepreneurship
Tshwane University of Technology
Pretoria01-2017
matric - comernce
Lwandlamuni High School
Limpopo01-2012
Skills
Customer relationship management
Lead generation & qualification
Sales pipeline management
Customer needs analysis
Product knowledge & cross-selling
Outbound telephonic sales
Sales script execution
Complaint resolution
Telephone sales best practices
Regulatory compliance
Code of banking practice
Call quality assurance standards
Data capture & accuracy
Sales reporting & performance analysis
Coaching & feedback
Stakeholder management
Accomplishments
- Achieved 100% Quality Assurance compliance across monitored calls.
- Consistently exceeded monthly sales targets by 130% through effective script execution and lead management.
- Improved retention rates on funeral cover lapsed policies by 10% through proactive customer engagement.
- Recognized as Top Consultant of the Month for excellence in personal banking sales.
- Nominated as Second-in-Charge, coaching peers on call quality, compliance, and performance metrics.
- Leveraged data analysis to improve conversions and optimize daily run rates.
Affiliations
- Category 1 Sub Category 1 : Long-Term Insurance Subcategories Funeral Policies & Credit Life
- Category 1 Sub Category 21 : Long-term Insurance subcategory B2-A
Certification
Regulatory Examination 5, (RE5)
Timeline
Sales Consultant
African Bank
04.2021 - Current
matric - comernce
Lwandlamuni High School
National Diploma - Entrepreneurship
Tshwane University of Technology