Sales Consultant: Hippo Transfers (KZN)

Telesure Investment Holdings (TIH); Durban; On-site; ZAR 250,000 - 400,000; Full time

Job summary

Join a leading financial service provider in South Africa, where you will play a key role in inbound and outbound policy sales. In this position, you will develop customer relationships, conduct needs analyses, and identify solutions tailored to each client. Ideal candidates will have a Matric or equivalent, with solid telephonic sales experience and a drive to enhance customer satisfaction. Apply today to join our unstoppable team!

Qualifications

• Matric / Grade 12 or equivalent is essential.
• Regulatory Exam 5, FAIS credits, and CPD hours are advantageous.
• 2-3 years telephonic sales experience is required.

Responsibilities

• Develop customer relationships by making calls to allocated customers.
• Interview and clarify customer requirements following a sales script.
• Identify and propose products that meet customer needs.

Skills

Customer Relationship Management

Telephonic Sales

Needs Analysis

Operational Compliance

Education

Matric / Grade 12

Regulatory Exam 5

FAIS credits

CPD hours

COB

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. Requires solid knowledge of products, their characteristics, and market, as well as a focus on growth of the brand.

Responsibilities

1. Customer Relationships Development: Make calls to allocated customers to develop new relationships or as a first point of contact.
2. Customer Needs Clarification: Interview the customer to clarify requirements, following a complex multi-level sales script, or assist in conducting interviews with potential customers to collect requirements, making detailed notes.
3. Set Objectives and Present: Set clear objectives for each sales call; use standard materials to make a presentation; ask relevant questions to evaluate interest and identify areas needing further information.
4. Sell Customer Propositions: Identify products or services that meet the customer's needs, explain the selection, and invite purchase at standard prices and conditions. Use expertise to propose quantities within policies and influence the customer to make beneficial decisions.
5. Operational Compliance: Develop knowledge of organisational policies, procedures, and relevant regulatory codes, adhering to mandatory standards.
6. Customer Relationship Management (CRM): Schedule callbacks and enter relevant information into CRM after each contact to create a call plan and ensure quality data for retention and development activities.
7. Performance Management: Prioritise workflow, ensure standards of productivity, quality, and timeliness are met; use performance systems to improve personal performance and meet SLAs.
8. Personal Capability Building: Stay updated with changes in policies and regulations through online training and assessments.
9. Sales Opportunities Creation: Identify potential customers through information, referrals, and recommendations from existing customers.

Education

Matric / Grade 12 or SAQA Accredited Equivalent (Essential). Regulatory Exam 5 (Advantageous); FAIS credits, CPD hours, and COB (Advantageous).

Experience

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

Think you have what it takes to be part of an unstoppable team? Don't wait, apply now.