Work-Force
Client Service Consultant opportunity in Johannesburg, Gauteng.
Role Purpose To engage with prospective clients, introduce and position financial value proposition, and convert leads into confirmed appointments for outbound advisors. This is not a hard sales role, but requires strong client engagement, persuasion, and communication skills.
Key Responsibilities
Contact and engage existing and prospective leads provided Present and “high-level pitch” value proposition and rewards Create client interest and secure commitment for face-to-face/telephone meetings Convert 50–60% of leads into booked appointments Ensure all leads are tracked, updated, and maintained in the pipeline daily Deliver exceptional client service aligned to banking standards Provide accurate reporting on performance, leads, and conversions Take ownership of personal performance and development Ideal Candidate Profile Banking experience is critical Candidates who have worked across multiple banks will be beneficial Mature, self-managed, and professional individuals Strong communication, influencing, and relationship-building skills Comfortable working with targets and client engagement metrics
Minimum Requirements
Qualification: NQF Level 5 preferred FAIS: Not required Prior experience in client engagement / call centre / banking environment Matric