Client Centric Sales Advisor

Momentum Insure Company Limited

Centurion

On-site

ZAR 180,000 - 280,000

Full time

3 days ago
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Job summary

Momentum STI is seeking Sales Advisors to handle telephonic sales for new clients, leveraging a strong sales mindset and leadership potential. A Matric certificate is required, with RE5 advantageous, and prior call-centre telesales experience is preferred in the short-term insurance space.

The role emphasizes converting leads to sales, achieving monthly premium targets, and maintaining high-quality policies while balancing customer expectations with company targets.

Qualifications

  • Matric is required.
  • RE5 would be an advantage.
  • Previous call centre telesales experience is necessary.
  • Experience in short-term insurance is preferred.

Responsibilities

  • Convert leads/quotes to sales while meeting minimum quantity and quality targets.
  • Achieve minimum monthly premium written and target average premium value.
  • Maintain high net conversion ratio of quotes to sales and improve policy quality.
  • Monitor cancellation ratios and take corrective actions as needed.
  • Work with people, persuade and influence, and present information clearly.
  • Plan, organize and deliver results while adapting to changes and pressure.
  • Uphold Momentum values and demonstrate initiative and tenacity.

Skills

Telesales experience
Leadership potential

Education

Matric
RE5 advantageous

Job description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

The Client Sales team of Momentum STI is primarily responsible for all the telephonic sales with the new clients. Momentum STI has a numerous vacancy for Sales Advisors, with sales experience and leadership ability/potential.

Requirements
  • Matric.
  • RE5 would be an advantage.
  • Previous call centre experience in telesales.
  • Experience in short term insurance industry is preferred
Duties & Responsibilities

The Sales Team of Momentum STI will primarily be responsible for: Converting leads/quotes to sales in terms of the minimum quantity and Quality targets that are in place including, but not limited to:

  • Minimum monthly premium written
  • Average premium value
  • Net conversion ratio of quotes to sales
  • Policy quality target
  • Cancellation ratio
  • Deciding and Initiating action
  • Working with people
  • Adhering to principles and values
  • Relating and Networking
  • Persuading and Influencing
  • Presenting and Communicating information
  • Analyzing
  • Planning and Organizing
  • Delivering Results and meeting customer expectations
  • Adapting and responding to change
  • Coping with pressure and setbacks
  • Achieving personal work goals and objectives
  • Sales Orientated
  • Taking initiative and tenacity
  • Living the Momentum values
Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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