Life Sales Advisor

Outlife; Gauteng; On-site; ZAR 201,000 - 402,000; Full time

Job summary

OUTlife Sales is responsible for quoting clients via inbound calls, referrals, or outbound activity and converting those leads into sales based on quality and quantity targets. The successful advisor must be a strong salesperson with adaptability and change-agent capabilities.

An ideal candidate will align personal values with OUTlife's commitment to service, performance, and integrity, working in a pressure-driven, commission-based environment.

Qualifications

• FAIS accreditation and RE5 compliance required.
• Minimum 2 years life insurance industry experience.
• Strong attention to detail and results orientation.
• Excellent interpersonal and negotiation skills.

Responsibilities

• Maintain and update customer master data records in CRM, ERP, and other business systems.
• Conduct data cleansing to remove duplicate, outdated, and incomplete records.

Skills

Attention to detail

Interpersonal communication

Negotiations

Practical learning

Resilience

Initiative

Integrity

Stress tolerance

Education

FAIS accreditation

RE5 completed

Tools

CRM

ERP

Job description

Job Description

The OUTlife Sales department is responsible for quoting clients as a result of Inbound calls, referrals or an OUTbound function and converting these leads into sales in terms of the quality and quantity criteria in place. The successful sales advisor needs to be a strong sales person with excellent change agent and adaptability skills.

Convert lead/quotes to sales in terms of the minimum quantity and quality targets that are in place.

Qualifications

• FAIS accreditation is essential (FAIS compliant)
• Applicants that have been working in the financial services industry prior to December 2010, preference will be given to applicants with their FAIS Regulatory Exams (RE5) completed.
• Minimum 2 Years experience in the Life environment is essential

Additional Information

Required Competencies & Personal Attributes:

• Attention to detail/Quality oriented
• Deadline and results oriented/Work standards
• Initiative
• Enthusiastic and passionate about the job and the company
• Effective at planning and organisation/Work management
• Judgment/Problem solving
• Integrity
• Tolerance for stress

Skills:

• Resilience
• Interpersonal and communication skills
• Negotiations
• Practical learning

Additional Information:

An ideal candidate will be able to align their personal work values to the OUTsurance values of awesome service, dynamic, honest, human, passionate and recognition. The culture & success of the company is based on performance, the ideal candidate must therefore be prepared to work in a stressful & deadline orientated environment. Candidate will be remunerated on a performance based salary system

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.

At OUTsurance our value of HUMAN is more than just a poster on the wall. It’s a key part of our culture and we are committed to fostering an inclusive and diverse workplace that reflects the communities we serve. We actively encourage applications from persons with disabilities. In support of our Employment Equity objectives, we strive to create equal opportunities for all and also welcome candidates from designated groups who meet the role requirements.

Midrand, Gauteng, South Africa. Basic Retainer + Commission Structure.

Key Responsibilities

• Maintain and update customer master data records in CRM, ERP, and other business systems.
• Conduct data cleansing to remove duplicate, outdated, and incomplete records.