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Paula Viljoen

@paulaviljoen

Remote telesales professional delivering targets through customer-focused sales and service.

South Africa
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What I'm looking for

I’m seeking a remote telesales/customer service role where I can exceed targets using CRM, build long-term customer relationships, and deliver KPI-focused outcomes with a positive, professional customer experience.

I’m a results-driven telesales professional with 30+ years of experience delivering outstanding sales performance and customer satisfaction. I’m known for strong communication and persuasion, building rapport quickly, managing objections, and closing deals effectively—even in high-pressure environments.

I leverage CRM and telemarketing platforms to analyze customer needs, qualify leads, and offer tailored solutions. I’ve driven success through cross-selling financial products, maintaining high call volumes while protecting customer experience, and producing accurate data capture and management reporting; earlier leadership roles as Finance and Insurance Manager also sharpened my compliance mindset and goal ownership.

Experience

Work history, roles, and key accomplishments

CB

Appointment Setter

Creative Intelligence (B2B)

Aug 2025 - Oct 2025 (2 months)

Conducted outbound and inbound calls to prospective clients, presenting software solutions with tailored information to meet business needs. Maintained accurate CRM records and supported email/outreach initiatives while feeding market and competitive insights back to management.

TB

Appointment Setter

TNW Marketing (B2B)

May 2025 - Jun 2025 (1 month)

Supported a UK campaign promoting renewable energy solutions to residential and commercial prospects by identifying, engaging, and educating leads. Closed sales opportunities and coordinated with approved installers to ensure smooth projections and customer experiences.

CB

Telesales Agent

Call On Me Marketing (B2B & B2C)

Jan 2020 - Apr 2025 (5 years 3 months)

Qualified leads for financial advisor appointments by determining fit based on income, financial goals, and investment interests. Built trust to secure appointments and cross-sold financial products including investments, income protection, retirement annuities, and insurance.

VB

Finance and Insurance Manager

Volkswagen Ballito

Oct 2018 - Sep 2019 (11 months)

Facilitated vehicle finance and insurance transactions while ensuring compliance with applicable legal and regulatory standards. Developed and executed VAP-related marketing strategies, supported sales to structure profitable deals, and improved approval rates through coordination with financial institutions.

WV

Finance and Insurance Manager

Weiss Volkswagen

Jul 2006 - Sep 2018 (12 years 2 months)

Managed end-to-end finance and insurance processes, ensuring vehicle finance and insurance transactions met legal and regulatory requirements. Conducted customer needs analysis, prepared and reviewed documentation and contracts, and monitored targets including penetration rates, profit margins, and customer satisfaction.

AF

New Business Sales Consultant

Absa Vehicle and Asset Finance

Jan 2000 - Jun 2006 (6 years 5 months)

Liaised with vehicle dealerships to deliver tailored vehicle finance and leasing solutions through ABSA products. Advised dealerships on insurance and protection offerings, assisted in structuring lease agreements in line with ABSA policies, and maintained dealership relationships as the primary F&I point of contact.

Education

Degrees, certifications, and relevant coursework

CM

Call on Me

Tele sales certificate, Tele Sales

Completed a Tele sales certificate through Call on Me in February 2023.

CC

Customer Relationship Management Certificate

Certificate, Customer Relationship Management

Completed a Customer Relationship Management (CRM) certificate in 2019.

MO

Moonstone

RE 1 (FICA/FAIS/NCA Certifications), Financial Services Regulation

Completed regulatory training/certifications including FICA, FAIS, NCA, and RE 1 in June 2012.

INSETA logoIN

INSETA

National Certificate (NQF 4), Retail Insurance

Completed a National Certificate in Retail Insurance (NQF 4).

INSETA logoIN

INSETA

SA Economy and Insurance (Certificate), Economy and Insurance

Completed training in SA Economy and Insurance.

INSETA logoIN

INSETA

FETC: Short Term Insurance (NQF 4), Insurance

Completed FETC: Short Term Insurance (NQF 4).

MO

Motorite

Warranties and Maintenance Plans (Certificate), Warranties and Maintenance Plans

Completed training in warranties and maintenance plans for motor products.

Hollard logoHO

Hollard

Short Term and Long-Term Insurance (Certificate), Insurance

Completed training in short-term and long-term insurance.

RE

Regent

Short Term Insurance (Certificate), Insurance

Completed training in short-term insurance.

TE

Telephone Etiquette

Telephone Etiquette (Certificate), Customer Communication

Completed training in telephone etiquette in 1993.

MD

Management of Interpersonal Effectiveness and Diversity

Interpersonal Effectiveness and Diversity (Certificate), Interpersonal Skills

Completed training in Management of Interpersonal Effectiveness and Diversity in April 1993.

KS

Kingsway High School

Grade 12 / Senior Certificate, Secondary Education

Activities and societies: Library Monitor; Class Captain; Netball Captain; Victrix Ladorum (athletics); Athletics Captain

Completed Grade 12 / Senior Certificate in 1987. Studied English, Afrikaans, Biology, and completed touch typing (45 WPM).

AM

AI Marketing

AI marketing course, Artificial Intelligence Marketing

2026 -

Completed or ongoing AI marketing training listed as 2026.

Tech stack

Software and tools used professionally

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