Sales Consultant-3

Telesure Investment Holdings (TIH); Johannesburg; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Telesure Investment Holdings (TIH) is seeking a proactive telephonic sales professional to manage inbound/outbound policy sales and growth initiatives. You will engage leads, perform needs analysis, and present tailored customer solutions to meet their insurance requirements.

The role emphasizes building customer relationships, maintaining accurate CRM data, and adhering to regulatory standards. Prior experience in financial services sales is preferred.

Qualifications

• Grade 12 or SAQA equivalent is essential.
• RE5 and FAIS recognition advantageous.
• Diploma in Insurance or equivalent advantageous.

Responsibilities

• Inbound or outbound policy sales, based on leads and campaigns.
• Initiate the customer relationship and meet KPIs.
• Connect with customers, conduct needs analysis and propose solutions.
• Identify products/services to meet customer needs and propose quantities within policy guidelines.
• Develop working knowledge of organizational policies and regulatory codes.
• Enter call information into the CRM system after each contact.
• Prioritise workflow to meet quality and timeliness standards.
• Keep abreast of changes in policies and regulations via online training.

Skills

Telephonic sales

Customer needs analysis

Relationship building

Regulatory knowledge

Education

Grade 12 / SAQA Accredited Equivalent

RE5

FAIS recognised qualification

Diploma in Insurance

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 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.

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).