Internal Sales Consultant (Financial Services) at Kontak Recruitment

Minimum Requirements:

• A BCom Degree
• 2-3 years of experience in a similar role, preferably in financial services.
• Experience in customer interaction, especially within a sales or call center environment.
• Familiarity with financial products or funding for small businesses is advantageous.
• Exceptional verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple leads simultaneously.
• Proficiency in lead management and CRM systems.
• Ability to work efficiently in a fast-paced environment.
• Strong coordination skills to ensure seamless follow-up and deal closure.
• A proactive and customer-focused approach.
• A vehicle is not required but would be beneficial for this role.
• Must be highly organized and capable of managing multiple tasks simultaneously.

Duties and Responsibilities:

• Contact and follow up with prequalified leads to close deals.
• Confirm and verify lead details, ensuring all necessary information is collected.
• Complete and process application forms with the leads.
• Communicate effectively via telephone and chat portals to build and maintain relationships with clients.
• Manage a large volume of leads using the company’s CRM system.
• Coordinate and track the progress of each lead from initial contact to deal closure.
• Ensure all client interactions are documented accurately and in a timely manner.