Short - Term Insurance Sales Consultant (Hippo Comparative Services)

Telesure Investment Holdings (TIH); Park City (MT); On-site; USD 11,000 - 15,000; Full time

Job summary

TIH is seeking a driven sales professional for inbound/outbound policy sales, leveraging leads and campaigns. You will initiate customer relationships, perform needs analysis, and propose tailored solutions while meeting KPIs.

The role emphasizes product knowledge, regulatory awareness, and growth of the TIH brand through effective customer engagement and compliant processes.

Qualifications

• Grade 12/SAQA Accredited Equivalent (Essential)
• Short-term Insurance Certificate (NQF4) (Essential)
• FAIS and RE5 qualification (Advantageous)

Responsibilities

• Develop customer relationships and initiate contact based on leads and campaigns.
• Make calls to allocated customers to develop new relationships or as first point of contact.
• Interview the customer to clarify requirements using a multi-level sales script and document detailed notes.
• Identify products or services that meet customer needs and present them at standard price/terms.
• Develop knowledge of organisational policies and regulatory codes and adhere to procedures.
• Enter call outcomes and relevant information into the CRM to enable retention and growth.
• Prioritise workflow and meet productivity, quality, and timeliness standards to achieve SLAs.
• Keep up-to-date with internal policies and external regulations through online training and assessments.
• Identify potential customers through referrals and recommendations from existing customers.

Skills

Telephonic sales

Needs analysis

Relationship development

CRM data management

KPI focus

Education

Grade 12 / SAQA equivalent

Short-term Insurance Certificate (NQF4)

FAIS and RE5 (advantageous)

Tools

CRM software

Job description

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.

Job Purpose

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 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.

Set clear objectives for each sales call; 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 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. 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 call back 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 to meet SLA.

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.

Education

Grade 12/ SAQA Accredited Equivalent (Essential); Short-term Insurance Certificate (NQF4) (Essential); FAIS and RE5 qualification (Advantageous)

Experience

2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).