Cards Telesales Agent

We are looking for a Cards Telesales Agent to be employed within our client organization

As a Cards Telesales Agent, you will convert qualified leads into activated, engaged cardholders — playing a direct, visible role in the bank's growth in the local market. You will work with warm, pre-screened leads, be equipped with proven scripts and product playbooks, and be coached to hit and beat monthly sales targets.

• Execute outbound and inbound telesales campaigns for credit card acquisition against monthly sales targets, working from bank-provided pre-screened and preapproved lead lists.
• Outbound & inbound telesales campaigns (~55%) — Contact pre-screened and preapproved prospects using approved lead lists to acquire new credit cardholders, with disciplined follow‑up cadence.
• Lead qualification & conversion (~20%) — Assess customer eligibility, needs, and fit; position the right card proposition; handle objections and secure application completion.
• Activation & early‑usage engagement (~10%) — Guide newly issued cardholders through activation, first transaction, and digital wallet setup to maximise 30‑day active rates.
• Data capture & CRM hygiene (~10%) — Log every interaction accurately in the CRM/sales system; keep customer records, dispositions, and pipeline stages clean and current.
• Compliance & quality (~5%) — Adhere to approved scripts, call‑recording rules, and QA feedback loops to ensure every conversation is compliant and customer‑first.
• Convert qualified leads into approved, issued, and activated cards, improving lead‑to‑sale and sale‑to activation conversion rates.
• Apply approved sales scripts, product propositions, pricing, and disclosures to ensure compliant selling and eliminate mis‑selling incidents.
• Prioritise outreach using propensity models, next‑best‑action prompts, and lead‑scoring signals to maximise productivity per agent (cards/FTE).
• Educate customers on card features, benefits, fees, rewards, and safe usage — including digital wallet enablement — to lift 30‑day activation and early spend.
• Maintain accurate customer records, call dispositions, and follow‑up actions in the CRM to protect data quality and enable downstream analytics and campaign optimisation.
• Uphold governance standards — call recording, QA, script adherence, and consumer‑protection rules — to meet internal audit and regulator expectations.