Sales Consultant - Hippo Advisory Services

Telesure Investment Holdings (TIH); South Africa; Vor Ort; ZAR 180.000 - 300.000; Vollzeit

Zusammenfassung

TIH (Telesure Investment Holdings) invites applications for a policy sales role focused on inbound and outbound calls. You will initiate relationships, analyze customer needs, and propose solutions while meeting KPI targets.

The role requires 2–3 years of telephonic sales experience in Financial Services or related sectors, a Grade 12 SAQA equivalent, and RE 5/FAIS qualifications are advantageous.

Qualifikationen

• Grade 12 or SAQA equivalent required.
• RE 5 and FAIS recognised qualification advantageous.
• Diploma in Insurance or equivalent advantageous.
• 2-3 years telephonic sales experience essential.
• Experience in Financial Services Industry advantageous.

Aufgaben

• Develop new customer relationships via telephone with allocated customers.
• Interview customers to clarify requirements using a multi-level sales script.
• Identify products or services meeting customer needs and present them for purchase.
• Adhere to organisation policies, procedures and regulatory codes of conduct.
• Record calls and maintain CRM data to support retention and business development.
• Prioritise tasks to meet productivity, quality and SLA expectations.
• Stay updated with internal policies and external regulations via online training.

Ausbildung

Grade 12/ SAQA Accredited Equivalent

RE 5

FAIS recognised qualification

Diploma in Insurance

Jobbeschreibung

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

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

Experience

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