Job Description

Key Responsibilities

Lead Management & Outbound Sales

• Manage and engage with leads from dealerships and internal sales channels
• Conduct outbound calls to present and sell warranty products
• Ensure timely follow-ups to maximise conversion rates
• Track and manage leads throughout the sales cycle

Sales & Conversion

• Promote and sell warranty products tailored to customer needs
• Clearly explain product features, benefits, and pricing
• Handle objections effectively and close sales
• Achieve and exceed sales targets

Client Retention & Cross-Selling

• Identify opportunities to cross-sell warranties to existing and new clients
• Build and maintain strong client relationships
• Enhance customer retention and lifetime value

Client Engagement & Advisory

• Conduct needs analysis based on vehicle type and age
• Provide compliant and accurate product advice
• Ensure clients fully understand product offerings

Stakeholder Engagement

• Collaborate with dealership partners and internal teams
• Provide feedback on lead quality and conversion outcomes

Administration & Policy Processing

• Accurately capture client information and process applications
• Ensure all documentation is complete and shared with clients

Payment & Policy Activation

• Guide clients through payment and activation processes
• Follow up to ensure policies are successfully activated

Compliance & Quality Assurance

• Adhere to FAIS and TCF principles
• Maintain accurate records of all interactions

Key Performance Indicators (KPIs)

• Outbound call volumes
• Lead conversion rates
• Sales volume and revenue
• Cross-selling ratios
• Policy activation rates
• Compliance and quality scores

Job Requirements

Minimum Requirements

Education

• Matric (Grade 12) – essential
• RE5 certification – preferred (or to be completed within required timeframe)
• Relevant financial services qualification – advantageous

Experience

• 1–3 years in outbound sales or telesales
• Experience in insurance, warranties, or motor industry advantageous
• Exposure to dealership or brokerage environments beneficial

Key Skills & Competencies

• Strong sales and closing ability
• Excellent communication and negotiation skills
• Customer-focused approach
• Strong time management and organisational skills
• High attention to detail

Personal Attributes

• Target-driven and results-oriented
• Resilient and persistent
• Energetic and proactive
• Professional and accountable