Job Ref #: S0044115
Industry: Insurance
Job Type: Permanent
Positions Available: 2

Job Description

BE UNSTOPPABLE, JOIN ONE OF THE MULTINATIONAL INSURANCE COMPANY IN SOUTH AFRICA!

JOB PURPOSE

Inbound or outbound funeral policy sales, based on SMS leads and campaigns.

Initiate the customer relationship and meet various KPIs. Connect with the

customer, conduct needs analysis and propose customer solutions. Consultant

requires a solid knowledge of products and the market, their characteristics

include a focus on growth of the brand.

RESPONSIBILITIES

Customer Relationships Development

Make calls by telephone to allocated customers to develop new relationships or

as a first point of contact.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; use standard materials to

make a presentation to the customer; and ask relevant questions to evaluate the

customer's level of interest and to identify and respond to areas requiring further

information or explanation.

Sell Customer Propositions

Identify the products or services that best meet the customer's needs, use

personal expertise to propose quantities within standard operating systems,

policies and procedures. Explain the selection to the customer, influence the

customer to make a purchase with the best benefits and solutions to meet

customer needs.

Operational Compliance

Develop working knowledge of the organisation's policies and procedures and of

regulatory codes and codes of conduct relevant to own work, adhering to

mandatory procedures to ensure own work is undertaken to the required

standards.

Customer Relationship Management (CRM) Data

Schedule callback and enter relevant information into the customer relationship

management system after each contact with a customer to create a call plan and

to ensure that the organisation has quality data to enable effective customer

retention and business development activities.

Performance Management

Prioritise own workflow and ensure work is completed to the required standards

of quality and timeliness, use performance management systems to improve

personal performance to meet SLA.

Personal Capability Building

Keep abreast with current changes in internal policies and procedures, external

regulations which are facilitated by the online training system and tracked by a

formal assessment.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and

recommendations from existing customers

Job Requirements

General Education

• Must be within DOFA date
• Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
• Regulatory Exam 5 (Advantageous)
• 120 FAIS Credits (Advantageous)

General Experience

• 2 or more years telephonic sales experience (Essential)
• Experience in cold calling (Advantageous)

SAQA Accredited Equivalent - it is the onus of the applicant to provide 1Life and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.