Commercial VAPS Sales Consultant (Durban)

Telesure Investment Holdings (TIH); Durban; Sur place; ZAR 167 400 - 279 000; Plein temps

Résumé du poste

Telesure Investment Holdings (TIH) is seeking a Telephonic Sales Representative in Durban to foster customer relationships, conduct needs analysis, and sell financial products. Candidates must possess Grade 12 and relevant qualifications, alongside 2-3 years of telephonic sales experience. Responsibilities include managing customer data through CRM, meeting KPIs, and ensuring compliance with organizational standards. Join our dynamic team dedicated to delivering peace of mind in financial services.

Qualifications

• Essential to have Grade 12/SAQA Accredited Equivalent.
• FAIS and RE5 qualification are required.
• 2-3 years of telephonic sales experience is essential.

Responsabilités

• Make calls to develop new customer relationships.
• Clarify customer needs through interviews.
• Set objectives for sales calls and present to customers.
• Sell products or services to meet customer needs.
• Ensure operational compliance with policies and regulations.
• Maintain CRM data and schedule callbacks.
• Prioritize workflow and meet productivity standards.
• Stay updated with internal and external regulations.
• Identify potential customers for sales opportunities.

Connaissances

Telephonic sales experience

Customer relationship development

Needs analysis

Product knowledge

Operational compliance

Formation

Grade 12/SAQA Accredited Equivalent

FAIS and RE5 qualification

Class of Business – product knowledge

Description du poste

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); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

Experience

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

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don\'t wait, apply now.