Sales Consultant

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

Job summary

Join TIH, a prominent financial service provider, and develop your career in outbound policy sales. In this role, you will initiate customer relationships and drive sales by connecting with clients, understanding their needs, and offering tailored solutions. Your expertise in relevant products and sales techniques will be crucial to achieving targets while adhering to regulatory standards.

Qualifications

• Matric or equivalent required.
• FAIS Regulatory Exam 5 qualification essential.
• 2-3 years telephonic sales experience essential.

Responsibilities

• Make calls to customers to develop new relationships.
• Interview customers to clarify requirements and follow a sales script.
• Identify products/services that meet customer needs and explain selections.

Skills

Customer Relationship Development

Needs Analysis

Sales Techniques

Regulatory Knowledge

Education

Matric / Grade 12 / SAQA Accredited Equivalent

FAIS and Regulatory Exam 5

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

Outbound policy sales, based on leads and campaigns. Initiate customer relationships and meet various KPIs. Connect with customers, conduct needs analysis, and propose customer solutions. Requires solid knowledge of products, their characteristics, and the market, with a focus on growing the brand.

Responsibilities

1. Customer Relationships Development
   Make calls to allocated customers to develop new relationships or as a first point of contact.
2. Customer Needs Clarification
   Interview customers to clarify requirements, following a complex multi-level sales script, and make detailed notes.
3. Set Clear Objectives
   Define objectives for each sales call, use standard materials for presentations, and ask relevant questions to evaluate interest and identify areas needing further information.
4. Sell Customer Propositions
   Identify products/services that meet customer needs, explain selections, and invite purchases under standard terms. Use expertise to propose quantities within policies, influencing customers toward beneficial purchases.
5. Operational Compliance
   Develop knowledge of organisational policies, procedures, and regulatory codes, adhering to mandatory standards.
6. Customer Relationship Management (CRM) Data
   Schedule callbacks and record contact information in the CRM system to support customer retention and business development.
7. Performance Management
   Prioritise workflow, ensure standards of productivity, quality, and timeliness, and use performance systems to improve personal performance.
8. Personal Capability Building
   Stay updated with internal policies, procedures, and external regulations through online training and assessments.
9. Sales Opportunities Creation
   Identify potential customers through referrals and recommendations from existing clients.

Education

Matric / Grade 12 / SAQA Accredited Equivalent / FAIS and Regulatory Exam 5 qualification (Essential)

Experience

2-3 years telephonic sales experience (Essential); experience in Financial Services Industry (Advantageous).

Think you have what it takes to be part of an unstoppable team? Don't wait, apply now.