Outbound Sales Consultant

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

Job summary

A leading financial services provider in South Africa is seeking a dedicated sales professional to join their team. As part of this role, you will be responsible for outbound policy sales, developing customer relationships, and conducting needs analysis to propose suitable solutions. The ideal candidate should have 2-3 years of telephonic sales experience, a Grade 12 education, and familiarity with the financial services industry. This is an exciting opportunity to grow your career in a dynamic environment.

Qualifications

• 2-3 years of telephonic sales experience.
• Experience in the Financial Services Industry is advantageous.
• Strong communication and needs-analysis skills.

Responsibilities

• Develop new customer relationships through telephonic outreach.
• Clarify customer needs and gather detailed requirements.
• Present products and encourage purchases based on customer needs.
• Maintain compliance with company policies and regulatory codes.
• Manage customer relationship management data effectively.
• Prioritize workflow to meet productivity and quality standards.
• Identify potential customers through referrals and recommendations.

Skills

Telephonic sales

Customer relationship management

Needs analysis

Sales techniques

Education

Grade 12/SAQA Accredited Equivalent

Regulatory exam 1

Tools

CRM software

Job description

Overview

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

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. Assist in conducting interviews with potential customers to collect client requirements and make detailed notes.
• Set clear objectives for each sales call; use standard materials to make a presentation; 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 expertise to propose quantities within standard operating systems, policies and procedures; explain the selection to 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); Regulatory exam 1 (Advantageous)

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.