Sales Consultant (1Life) Durban

1 Life Insurance; Durban; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A dynamic insurance company in Durban is seeking a sales consultant to conduct outbound and inbound sales calls, clarify customer needs, and propose suitable insurance products. The ideal candidate will maintain compliance with operational procedures and effectively manage customer relationships using CRM systems. Strong knowledge of the market and product offerings is essential for success in this role.

Qualifications

• Solid knowledge of products and market characteristics.
• Ability to conduct needs analysis.
• Familiarity with CRM systems.

Responsibilities

• Conduct outbound/inbound sales calls.
• Clarify customer needs using a complex sales script.
• Propose customer solutions and products.
• Ensure compliance with operational procedures.
• Manage customer relationship data effectively.
• Use performance management systems to improve performance.
• Identify potential customers through referrals.

Job description

Conduct Outbound / Inbound / Funeralpolicy 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.

Customer Relationships Development

Make calls by telephone to customers to offer new products to existing client

base.

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.

Sell Customer Propositions

Identify the products or services that best meet the customer's needs, 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 organization'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 callback 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 organization 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 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.