Sales Consultant

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

Job summary

An established industry player in financial services is seeking passionate sales consultants to join their dynamic team. This role focuses on inbound policy sales, where you will connect with customers, conduct needs analysis, and propose tailored solutions to meet their requirements. With a strong emphasis on developing customer relationships and achieving KPIs, you'll play a crucial role in driving brand growth. If you have a solid understanding of products and a knack for sales, this is your chance to thrive in a supportive environment that values personal and professional development.

Qualifications

• 2-3 years of telephonic sales experience is essential.
• Knowledge of financial services is advantageous.

Responsibilities

• Develop customer relationships through telephonic sales.
• Conduct needs analysis and propose suitable solutions.
• Maintain compliance with organizational policies and regulations.

Skills

Telephonic Sales

Customer Relationship Management

Needs Analysis

Product Knowledge

Performance Management

Education

Grade 12 or SAQA Accredited Equivalent

Tools

CRM Software

Job description

Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organization with purpose.

Job Purpose

Conduct Inbound policy sales. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Consultant requires a solid knowledge of products and market, their characteristics include a focus on growth of the brand.

Responsibilities

1. Customer Relationships Development: Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.
7. 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.
8. 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.
9. Sales Opportunities Creation: Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Education

Grade 12 or SAQA Accredited Equivalent (essential)

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.