Outbound Sales Consultant

Telesure Investment Holdings (Pty) Ltd.; Johannesburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

TIH invites you to join a dynamic outbound sales team in Johannesburg, where you will initiate customer relationships by phone and drive growth through tailored solutions. You will conduct needs analysis, present customer propositions, and work toward achieving defined KPIs within regulatory guidelines.

Ideal candidates have 2–3 years of telephonic sales experience in financial services, Grade 12 or SAQA equivalent, and familiarity with CRM systems.

Qualifications

• 2–3 years of telephonic sales experience.
• Financial services industry experience is advantageous.
• Grade 12 or SAQA accredited equivalent is essential.
• Regulatory exam is advantageous.

Responsibilities

• Develop customer relationships by telephone to grow sales.
• Clarify customer needs using a multi-level sales script.
• Identify products that meet customer requirements and close sales.
• Enter and manage customer data in the CRM system.
• Meet KPIs and SLAs through proactive call planning.
• Keep up-to-date with internal policies and external regulations.

Skills

Telephonic sales

CRM data entry

Relationship building

Communication

Education

Grade 12 / SAQA Accredited Equivalent

Regulatory exam

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**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. 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/ SAQA Accredited Equivalent (Essential); Regulatory exam 1 (Advantageous)**Experience**2-3 year telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous).Our Work Experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.