About this role
1. Contact pre-approved merchants (primarily by phone).
2. Clearly and accurately explain what the product is, how it works, and the benefits to the merchant.
3. Inform each merchant of their pre-approved financing limit.
4. Explain the consent form - including its purpose.
5. Qualify merchants and focus on genuine, high-intent (“hot”) leads.
6. Guide and assist interested merchants to complete the consent form correctly.
7. Answer common merchant questions.
8. Follow up with merchants who have not yet completed the consent form.
9. Keep accurate records of calls, outcomes, and consents in the assigned tracking system.
10. Work towards weekly and monthly outreach and consent targets.
Who we’re looking for
- 1. Proven sales or telesales background is essential - this is a target-driven sales role, not an administrative or data-entry role.
- 2. Comfortable with high-volume outbound calling and merchant conversations.
- 3. Clear, confident, and persuasive communication with a friendly phone manner.
- 4. Able to qualify leads and prioritise merchants most likely to take up the advance.
- 5. Organised and reliable, with good attention to detail when recording information.
- 6. Comfortable using digital forms, spreadsheets, and basic CRM/tracking tools.
- 7. Trustworthy and professional when handling merchants' business information.
Sound like you?
Send your CV and the consultant who owns this role will come back to you.