Sales Consultant: Short Term Insurance (Durban)

Telesure Investment Holdings (TIH); Durban; On-site; ZAR 25 000 - 45 000; Full time

Job summary

Join a dynamic team within a leading financial service provider in South Africa. This role focuses on inbound and outbound policy sales, where you'll engage with customers to understand their needs and propose tailored solutions. With a strong emphasis on building relationships and achieving KPIs, you'll utilize your telephonic sales expertise to drive customer satisfaction and brand growth. The organization values personal development, ensuring you stay updated on industry regulations and internal policies. If you're ready to make an impact and thrive in a collaborative environment, this opportunity is for you.

Qualifications

• 2-3 years telephonic sales experience is essential.
• FAIS and RE5 qualification required for compliance.

Responsibilities

• Develop customer relationships through telephonic outreach.
• Clarify customer needs using a structured sales script.
• Ensure operational compliance with organizational policies.

Skills

Telephonic Sales

Customer Relationship Management

Needs Analysis

Product Knowledge

Operational Compliance

Education

Grade 12/SAQA Accredited Equivalent

FAIS and RE5 Qualification

Class of Business – Product Knowledge

Tools

CRM System

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

1. Customer Relationships Development
   Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
2. Customer Needs Clarification
   Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Assist in conducting interviews with potential customers to collect client requirements making detailed notes.
3. Set clear objectives for each sales call
   Use standard materials to make a presentation to the customer; ask relevant questions to evaluate the customer's level of interest and identify areas requiring further information or explanation.
4. Sell Customer Propositions
   Identify the products or services that best meet the customer's needs, explain the selection, and invite the customer to purchase under standard terms. Use expertise to propose quantities within policies and procedures, influencing the customer to make beneficial decisions.
5. Operational Compliance
   Develop knowledge of organisational policies, procedures, and relevant regulatory codes, adhering to mandatory standards.
6. Customer Relationship Management (CRM) Data
   Schedule callbacks and enter relevant contact information into the CRM system after each customer interaction to support effective retention and business development.
7. Performance Management
   Prioritise workflow, ensure standards of productivity, quality, and timeliness are met, and use management systems to improve personal performance.
8. Personal Capability Building
   Stay updated on internal policies and external regulations through online training and assessments.
9. Sales Opportunities Creation
   Identify potential customers through information, referrals, and recommendations from existing clients.

Education

Grade 12/ SAQA Accredited Equivalent (Essential); FAIS and RE5 qualification (Essential); Class of Business – product knowledge (Essential)

Experience

2-3 years 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.