Policy Sales Specialist — Inbound & Outbound

Telesure Investment Holdings (TIH); Durban; On-site; ZAR 150,000 - 250,000; Full time

Job summary

Telesure Investment Holdings (TIH) in Durban is looking for a sales representative to drive inbound and outbound policy sales. The role requires strong telephonic sales skills and the ability to build customer relationships, clarify needs, and propose tailored solutions. A Matric qualification along with 2-3 years of telephonic sales experience is essential, preferably within the financial services sector.

The successful candidate will adhere to operational compliance, manage CRM data effectively, and seek continuous personal development through training. Join us to support our growth and enhance customer satisfaction.

Qualifications

• 2-3 years of telephonic sales experience is essential.
• Experience in the financial services industry is advantageous.

Responsibilities

• Develop customer relationships through telephonic contact.
• Clarify customer needs using a sales script.
• Set clear objectives for sales calls.
• Identify suitable products for customer needs.
• Ensure compliance with organizational policies and regulations.
• Manage CRM data effectively.
• Prioritize workflow to meet performance standards.
• Engage in personal capability building through training.
• Create sales opportunities from referrals.

Skills

Telephonic sales

Customer relationship management

Needs analysis

Performance management

Education

Matric

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

Inbound or 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

General Education Matric

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.