Sales Consultant

Telesure Investment Holdings (TIH); Johannesburg; On-site; ZAR 180,000 - 240,000; Full time

Job summary

TIH in Johannesburg is seeking a dynamic telephonic sales professional to drive inbound and outbound policy sales. You will engage leads, perform needs analysis, and present customer solutions while tracking performance against KPIs.

Key responsibilities include building customer relationships, clarifying needs with a structured sales script, presenting propositions, ensuring compliance with policies and regulatory codes, and maintaining accurate CRM data to support retention and growth.

Qualifications

• 2–3 years of telephonic sales experience (Essential).
• Experience in Financial Services Industry (Advantageous).

Responsibilities

• Make calls to allocated customers to develop new relationships or as a first point of contact.
• Interview the customer following a complex multi-level sales script to clarify requirements.
• Set objectives for each sales call, present materials, and assess interest while identifying information gaps.
• Identify products or services to meet stated needs and invite the customer to purchase within standard terms.
• Develop working knowledge of the organisation’s policies and regulatory codes to ensure compliant work.
• Schedule call backs and enter relevant information into the CRM after each contact to aid retention and business development.
• Prioritise workflow to meet productivity, quality and timeliness, and use performance systems to improve results.
• Keep abreast with internal policies and external regulations through online training and assessments.
• Identify potential customers from referrals and recommendations to create sales opportunities.

Skills

Telephonic sales

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. Usepersonal 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

Experience

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