Policy Sales Consultant — Financial Services Growth

Telesure Investment Holdings (TIH); Durban; Vor Ort; ZAR 167.400 - 279.000; Vollzeit

Zusammenfassung

Telesure Investment Holdings (TIH) is seeking a Telephonic Sales Representative in Durban to foster customer relationships, conduct needs analysis, and sell financial products. Candidates must possess Grade 12 and relevant qualifications, alongside 2-3 years of telephonic sales experience. Responsibilities include managing customer data through CRM, meeting KPIs, and ensuring compliance with organizational standards. Join our dynamic team dedicated to delivering peace of mind in financial services.

Qualifikationen

• Essential to have Grade 12/SAQA Accredited Equivalent.
• FAIS and RE5 qualification are required.
• 2-3 years of telephonic sales experience is essential.

Aufgaben

• Make calls to develop new customer relationships.
• Clarify customer needs through interviews.
• Set objectives for sales calls and present to customers.
• Sell products or services to meet customer needs.
• Ensure operational compliance with policies and regulations.
• Maintain CRM data and schedule callbacks.
• Prioritize workflow and meet productivity standards.
• Stay updated with internal and external regulations.
• Identify potential customers for sales opportunities.

Kenntnisse

Telephonic sales experience

Customer relationship development

Needs analysis

Product knowledge

Operational compliance

Ausbildung

Grade 12/SAQA Accredited Equivalent

FAIS and RE5 qualification

Class of Business – product knowledge

Jobbeschreibung

Telesure Investment Holdings (TIH) is seeking a Telephonic Sales Representative in Durban to foster customer relationships, conduct needs analysis, and sell financial products. Candidates must possess Grade 12 and relevant qualifications, alongside 2-3 years of telephonic sales experience. Responsibilities include managing customer data through CRM, meeting KPIs, and ensuring compliance with organizational standards. Join our dynamic team dedicated to delivering peace of mind in financial services.