Inbound or outbound policy sales, based on leads and campaigns. Initiate the
customer relationship and meet various KPIs. Connect with the customer,
conduct needs analysis and propose customer solutions. Needs a solid
knowledge of products, their characteristics, and market as well as focus on
growth of the brand.
Responsibilities
Customer Relationships Development
Make calls by telephone to allocated customers to develop new relationships or
either as a first point of contact.
Customer Needs Clarification
Interview the customer, following a complex multi-level sales script, to clarify the
customer's requirements. Or assist in conducting interviews with potential
customers to collect client requirements making detailed notes.
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs,
explain the selection to the customer, and invite the customer to make a
purchase at the standard price/terms and conditions of sale.
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 productivity, quality and timeliness; use performance management systems to
improve personal performance.
Personal Capability Building
Keep abreast with current changes in internal policies and procedures, external
regulations which is 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.
Skills
Direct Sales
Works with guidance (but not constant supervision) to maximise the volume and
value of direct sales.
Verbal and written Communication
Uses clear and effective verbal communications skills with guidance (but not
constant supervision) to express ideas, request actions and formulate plans or
policies.
Computer Skills
Supports business processes with guidance but not constant supervision by
understanding and effectively using standard office equipment and standard
software packages.
Outlook - Basic, AS 400 - Intermediate, Apollo- Intermediate, IEX- Basic
Action Planning and work scheduling
Works with guidance (but not constant supervision) to develop appropriate plans
or perform necessary actions based on recommendations, requirements and
achieve performance targets by optimising work scheduling.
Writing Skills
Uses clear and effective writing skills with guidance (but not constant
supervision) to express ideas, request actions and formulate plans or policies.
TOOLS
Telephone system
Avaya
EDUCATION
General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (essential)
- Regulatory Exam 5 (advantageous)
General Experience
- 1 year telephonic sales experience (essential)
- SAQA Accredited Equivalent - it is the onus of the applicant to provide TIH and
equivalent NQF level required for this role at time of application.
- Financial Sector Conduct Authority (FSCA) competency requirements: FAIS
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.
#SM
