1Life Associate Brand - Branch Sales Consultant

1 Life Insurance; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

An established industry player is seeking a dedicated Mass Market Tied Agent to enhance funeral sales in the mass market segment. In this dynamic role, you will build personal networks, manage client relationships, and drive sales through effective communication and customer service. You will engage with clients, understand their needs, and provide tailored solutions while maintaining the highest standards of service. This position offers a unique opportunity to make a meaningful impact in the community while developing your professional skills in a supportive environment.

Qualifications

• Proficient in MS Office and standard office equipment.
• Expert in funeral products and services.

Responsibilities

• Develop a personal network and represent the organization at events.
• Manage key client relationships to ensure satisfaction and retention.

Skills

MS Office

Funeral Products Knowledge

Verbal Communication

Customer Service Delivery

Action Planning

Job description

The Mass Market Tied Agent will be responsible for funeral sales and servicing in the mass market client segment.

RESPONSIBILITIES

Develop a personal network within the sales territory and represent the organisation and Finbond at industry events, sourcing referrals and recommendations from existing customers to identify sales opportunities, promote the organisation, and enhance its reputation.

Sell Customer Propositions

Identify products or services that meet customer needs, use expertise to propose quantities and configurations, explain options, and invite purchase under standard terms.

Customer Prospecting

Guide customers through product features, linking them to their pain points.

Customer Relationships Development

Implement a contact plan to communicate launches and engage potential customers in sales campaigns. Handle queries and complaints, escalating complex issues appropriately.

Client & Customer Management (External)

Manage key client relationships to ensure satisfaction, retention, and loyalty.

Performance Management

Respond to objectives, take actions to achieve goals, and use performance systems for improvement.

Client Document Management

Create and comply with a document management system.

Operational Compliance

Understand policies, procedures, and regulations; seek approval for exceptions.

Personal Capability Building

Engage in development activities, stay informed on industry regulations and best practices through ongoing education.

BEHAVIORAL COMPETENCIES

Drives Results

Achieve results under tough circumstances, set bold goals, and persist to complete initiatives.

Communicates Effectively

Tailor communication to audience needs, build support with logical arguments, and foster trust through honesty and reliability.

Ensures Accountability

Meet commitments, learn from experiences, and handle challenges effectively.

Customer Focus

Build relationships, solicit feedback, and act to meet customer standards, maintaining composure in adversity.

Interpersonal Savvy

Relate well with diverse groups, respond tactfully, and build rapport easily.

Plans and Aligns

Prioritize and plan work aligned with organizational goals, adapt to changes, and coordinate with others.

Action Oriented

Seize opportunities, act decisively, and pursue beneficial initiatives persistently.

Manages Conflict

Handle conflicts positively, defuse tension, and communicate viewpoints sensitively.

Builds Networks

Develop relationships inside and outside the organization to gain insights and support.

Business Insight

Use industry knowledge to inform decisions and monitor market changes.

Self-Development

Seek growth opportunities, create development plans, and apply new skills on the job.

SKILLS

Proficient in MS Office, understand and use standard office equipment, and provide technical guidance as needed.

Product Knowledge

Expert in funeral products and services.

Verbal Communication

Communicate clearly and professionally, guiding others as needed.

Action Planning and Work Scheduling

Develop plans and perform actions independently, providing guidance when necessary.

Closes Effectively

Work independently to secure commitments and advance client relationships.

Builds Rapport

Establish trust quickly, understand client perspectives, and demonstrate empathy and professionalism.

Customer Service Delivery

Maintain high customer service standards independently, providing guidance as needed.