Sales and Service Consultant (Daveyton)
- Location
- Gauteng
- Minimum qualification
- Diploma
- Closing date
First listed . Last checked at source .
In brief
**Overview** This role as a Sales and Service Consultant at Lesaka Technologies, based in Daveyton, is focused on driving sales, providing comprehensive customer service, and promoting digital migration. The consultant will be responsible for customer engagement, performing regulatory checks, aiding in account servicing and origination, and ensuring revenue generation by meeting sales targets while adhering to strict compliance and ethical guidelines within the financial services sector. **What you will do** * Acquire and educate customers for sales and service. * Drive digital migration, ensure activation and cross complementary products. * Take accountability in customer engagement to identify customer’s needs. * Use systems to establish the authenticity of the customer and avoid compromising information to unauthorized persons. * Perform regulatory checks for customers, including FICA, POPI, and NCR. * Aid customers in account servicing and account origination. * Handle client servicing, such as issuing cards and answering client queries. * Refer matters outside the operational mandate to the team leader. * Adhere to principles of teamwork. * Allow to be led by the senior. * Ensure that revenue is generated by meeting the agreed sales target. * Retain customers by providing client service and resolving complaints and queries timeously. * Prevent account closures and operational losses by following laid down procedures on compliance. * Comply with FAIS guidelines regarding Honesty and Integrity. * Operate within the code of conduct. * Adhere to Treat Customer Fairly (TCF), FICA, POPI, and NCR guidelines. * Refer any matters outside the laid down scoring to the team leader. * Operate within the stipulated Levels and Limits. * Collate information regarding systems, clients, and processes to aid an improvement of the overall client experience. * Convert identified leads into successful sales. * Ensure activities support cost containment and reduction. * Educate customers on correct digital channels to maximize channel optimisation. * Connect with customers by living up to the brand promise of “HIGH FIVE” at all times. * Converse with customers in a way that they fully understand and provide helpful solutions and products based on their needs. * Make sure ACTIVATION is PRIORITY on onboarding. * Always conduct oneself in an ethical manner. * Adhere to the TCF Treating Customer Fairly principles in all actions. * Optimize every customer interaction to migrate cash transactions and/or convert customers to digital and self-service channels. * Resolve all customer queries efficiently and within agreed timelines. * Achieve Sales and Service client retention by managing the breakdown activities as listed in the Sales and Service Operation requirements. * Always comply with procedures and processes contained in the relevant business guidelines and understand the risk associated with decisions. * Fulfill transactions above the benchmark set and provide an exceptional customer experience. * Demonstrate behaviour in support of the organizational values. * Take accountability for own performance, personal, and career development. * Maintain an ability to adapt to ever-changing business and customer needs. * Contribute to the overall effectiveness and success of the team. * Improve knowledge and competencies by completing role-specific training. **Requirements (from the original advert)** * **Qualifications:** * Minimum Qualification: NQF 4 Qualification * Preferred Qualification: Relevant NQF 5 qualification as prescribed by the Financial Services Board * Regulatory Exam qualification * An appropriate recognised business Diploma or Higher Certificate at NQF level 6 * Microsoft office Computer Literate * **Experience:** * 1-2 years related experience * FAIS – Yes * **The successful applicant must:** * Leadership competencies - Manager of Self * Meeting customers’ needs * Handling upset customers * Accepting development opportunities; OR Inspiring others to develop * Anticipating changes * Considering impact * Working interdependently * Valuing teams * Having the confidence to achieve ambitious goals * Celebrating success * Building relationships * Being true to myself * Demonstrating integrity * Understanding regulatory requirements **Who should apply** The ideal candidate is a customer-centric individual with 1-2 years of relevant experience in sales and service within a regulated financial environment. They should possess a strong understanding of financial regulations (FAIS, FICA, POPI, NCR) and demonstrate honesty, integrity, and ethical conduct. This role suits someone who is adept at building customer relationships, can handle challenging customer interactions, and is committed to both personal development and team success. Applicants should be adaptable to change, proactive in problem-solving, and proficient in using Microsoft Office. A commitment to meeting sales targets and contributing to digital migration efforts is essential. **Deadline** 20 October 2026 **Reference** Original posting: https://www.myjobmag.co.za/job/sales-and-service-consultant-daveyton-lesaka-technologies Source: myjobmag
Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.
At a glance
- At least 1 year of experience.
- Microsoft Office
Extracted automatically from the advert; confirm requirements on the original listing.
Job description
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