Inbound Policy Sales Consultant

Telesure Investment Holdings (TIH); Durban; On-site; ZAR 180,000 - 240,000; Full time

Job summary

TIHS (Telesure Investment Holdings) invites you to join a leading financial services group in South Africa. The role focuses on inbound policy sales, initiating customer relationships, needs analysis, and proposing tailored policy solutions to meet client requirements.

As a sales consultant, you will follow a structured script, capture data in the CRM, and adhere to regulatory codes while striving to meet KPI targets.

Qualifications

• 2-3 years of telephonic sales experience.
• Experience in Financial Services is advantageous.
• Grade 12 or SAQA Accredited Equivalent is essential.

Responsibilities

• Develop customer relationships over the phone with allocated clients.
• Clarify customer requirements through interviews and structured scripts.
• Present products or services that best meet customer needs and close sales.
• Document interactions in the CRM and maintain quality data for retention.
• Adhere to organisational policies, procedures and regulatory codes.
• Meet KPIs and contribute to sales targets.
• Keep up-to-date with internal policies and external regulations.

Skills

Telephonic sales

Needs analysis

CRM data entry

Regulatory compliance awareness

Education

Grade 12 or SAQA Accredited Equivalent

Job description

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organization with purpose.

Job Purpose

Conduct Inbound policy sales. Initiate the customer relationship and meet

various KPIs. Connect with the customer, conduct needs analysis and propose

customer solutions. Consultant requires a solid knowledge of products and

market, their characteristics include a 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 or SAQA Accredited Equivalent (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.