Sales Consultant

Telesure Investment Holdings (TIH); Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading investment firm in Durban is seeking a telephonic sales specialist to engage with customers, clarify their needs, and propose suitable financial solutions. The ideal candidate should have 2-3 years of telephonic sales experience and be well-versed in customer relationship management practices. The role involves meeting KPIs while ensuring compliance with operational standards. Join a dynamic team committed to delivering exceptional customer service and driving brand growth.

Qualifications

• 2-3 years of telephonic sales experience is essential.
• Experience in the Financial Services Industry is advantageous.

Responsibilities

• Make calls to develop new customer relationships.
• Clarify customer needs through interviews.
• Set clear objectives for sales calls.
• Sell customer propositions based on needs.
• Ensure compliance with operational standards.
• Manage CRM data and schedule callbacks.
• Prioritize own workflow and meet productivity standards.
• Build personal capability through training.
• Identify potential customers for sales opportunities.

Skills

Telephonic sales

Customer relationship management

Needs analysis

Sales techniques

Education

Grade 12 or SAQA Accredited Equivalent

Job description

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.
• 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.
• 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 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.