Call Centre Agent with RE5

Emporium Human Capital; Randburg; Remote; ZAR 50,000 - 200,000; Full time

Job summary

A leading company is seeking a Telesales Consultant to drive sales from a virtual workspace. This role involves cross-selling financial products, arranging client meetings, and maintaining customer records efficiently. Candidates must hold an RE5 Certificate and have experience in short-term insurance or banking. If you are dynamic and target-driven with excellent communication skills, apply now!

Qualifications

• At least 1 year’s experience selling Short-Term Insurance or Life products.
• Understanding of FAIS and FICA standards.
• Experience in virtual sales environments.

Responsibilities

• Arrange virtual meetings for Advisors via Zoom or Teams.
• Cross-sell on existing database using provided scripts.
• Capture and follow up on leads in the CRM platform.

Skills

Well-spoken

Target-driven

Good customer care

Education

RE 5 Certificate

Tools

Microsoft Outlook

Microsoft Excel

Xplan CRM

Job description

Telesales Consultant with RE5 (POS24157)

Salary + Commission + attendance bonus

Fourways

Requirements :

• Must be well-spoken and target driven
• RE 5 Certificate
• At least one year’s experience selling Short Term Insurance, Life products and / or Banking Products
• Ensure FAIS and FICA standards are adhered to when dealing with customer calls and correspondence. Update customer details and communication on customer debtor system (CDS). Ensure quality of calls in line with service level agreements (SLA's).
• Good customer care skills
• Must have experience in Microsoft outlook and excel and preferably Xplan CRM package
• Must be able to work from home – VIRTUAL
• Must have ability to meet deadlines and keep work up to date

Duties :

• Arrange Virtual Zoom or Team meetings for Advisors
• Arrange client reviews, update review dates, create TASKS on the CRM Package.
• Cross selling on the existing database – Use a script to present information and explain available product
• Convert leads to sales - Looking for opportunities to bring on new clients – Explain products and prices, and answer questions from customers.
• Capture new leads / clients on the CRM package
• Following up on quotations and consents issued
• Follow up on Campaigns & In-house servicing
• Explain products - Handle and overcome objections

Closing Date : 17 May 2024

To apply for this role, please make sure that you meet all the requirements. Email CVs to and use POS24157 in the subject line.

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