Sales Consultant-3

Telesure Investment Holdings (TIH); Johannesburg; On-site; ZAR 180,000 - 300,000; Full time

Job summary

TIH in Johannesburg invites a results-driven tele sales professional to drive inbound and outbound policy sales from targeted leads and campaigns. You will initiate customer relationships, perform needs analysis, and strive to hit key KPIs while growing the brand.

The role requires 2–3 years of telephonic sales experience in financial services, Grade 12, and RE5/FAIS recognition (advantageous). A Diploma in Insurance or equivalent is also advantageous; strong compliance and CRM data entry skills

Qualifications

• 2–3 years of telephonic sales experience in financial services.
• Grade 12 and RE5/FAIS recognition advantageous.
• Diploma in Insurance or equivalent is advantageous.
• Knowledge of regulatory codes and compliance.

Responsibilities

• Make calls to allocated customers to develop new relationships.
• Clarify customer needs and present suitable proposals.
• Identify products that meet customer needs and explain benefits.
• Adhere to policies, procedures and regulatory requirements.
• Record interactions in CRM and manage call plans to support retention.

Skills

Telephonic sales

CRM data entry

Customer relationship

Compliance awareness

Education

Grade 12

RE5 and FAIS recognised qualification

Diploma in Insurance or equivalent (Advantageous)

Tools

CRM system knowledge

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 either as a first point of contact.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; 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 needs, use personal expertise to propose quantities within standard operatingsystems, policiesand 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 relationshipmanagement system after each contact with a customer to create a call plan andto ensure that the organization has quality data to enable effective customerretention and business development activities.

Performance Management

Prioritise own workflow and ensure work is completed to the required standardsof quality and timeliness; use performance management systems to improvepersonal performance to meet SLA.

Personal Capability Building

Keep abreast with current changes in internal policies and procedures, externalregulations which is facilitated by the online training system and tracked by aformal assessment.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, andrecommendations from existing customers.

Education

Grade 12/ SAQA Accredited Equivalent (Essential); RE 5 and FAIS recognised qualification (Advantageous); Diploma in Insurance or equivalent (Advantageous) (Required)

Experience

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