Outbound Telesales Consultant

Cari; Gqeberha; On-site; ZAR 167,000 - 246,000; Full time

Job summary

Standard Bank Group in South Africa seeks a proactive telesales professional to drive funeral plans and life insurance sales within Personal Banking. The role operates on a 12-month fixed-term contract, focusing on identifying client protection needs and achieving cross-sell targets while ensuring regulatory compliance.

Responsibilities include outbound prospecting, needs-based dialogue, campaigns execution, clear product explanations, and accurate recording of applications per FAIS requirements.

Qualifications

• Minimum 12 months' continuous experience in a target-driven telesales environment.
• FAIS Fit and Proper requirements for the role.
• Basic understanding of banking or insurance products is advantageous.

Responsibilities

• Proactively sell and cross-sell Funeral Plans and Life Insurance products through outbound telesales and virtual client engagement.
• Identify client insurance needs through effective questioning and needs-based conversations.
• Execute outbound sales campaigns and convert opportunities into sales.
• Explain insurance product features, premiums and policy conditions clearly for informed decisions.
• Accurately capture and process applications and maintain client records per FAIS and compliance requirements.

Skills

Outbound telesales

Target-driven

Communication skills

Education

National Certificate in Banking (NQF 5)

Tools

CRM systems

Job description

• Business Segment: Personal & Private Banking

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities - plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

To drive sales growth of Funeral Plans and Life Insurance within Personal Banking through proactive outbound telesales and virtual client engagement. This is a 12-month fixed-term contract focused on identifying client protection needs, converting sales opportunities into appropriate insurance solutions and consistently achieving defined sales and cross-sell targets, while delivering a positive client experience and ensuring adherence to regulatory requirements.

Key Responsibilities:

• Proactively sell and cross-sell Funeral Plans and Life Insurance products through outbound telesales and virtual client engagement.
• Identify client insurance and protection needs through effective questioning, product recommendations and needs-based sales conversations.
• Execute outbound sales campaigns, engage prospective and existing clients and convert opportunities into successful insurance sales.
• Clearly explain insurance product features, benefits, premiums and policy conditions, ensuring clients make informed decisions.
• Accurately capture and process insurance applications, maintain client records and track sales performance in line with FAIS, compliance and operational requirements.

Qualifications

• National Certificate in Banking (NQF 5), FAIS-recognised, or an equivalent relevant qualification.
• Must meet the applicable FAIS Fit and Proper requirements for the role.
• Minimum of 12 months' continuous experience in a target-driven telesales or outbound sales environment, preferably within banking, insurance or financial services.
• Experience engaging clients telephonically, identifying sales opportunities and promoting products or services.
• Demonstrated ability to achieve sales targets, handle objections and convert client conversations into successful sales.
• Basic understanding of insurance products, particularly Funeral Plans and Life Insurance, would be advantageous.
• Experience working with sales targets, conversion rates, customer relationship management systems and sales reporting.
• Checking Things
• Developing Expertise
• Banking Processes & Procedures
• Client Acceptance & Review
• Processing & Product Knowledge (Consumer Banking)