Sales Consultant

Telesure Investment Holdings; Durban; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance company in South Africa is seeking a Telephonic Sales Agent to engage with customers, initiate relationships, and meet KPIs related to inbound and outbound policy sales. Candidates should have a Matric qualification and 2-3 years of telephonic sales experience. The role involves identifying customer needs, advocating for appropriate products, and maintaining records in the CRM system. Experience in the financial services industry is a plus.

Qualifications

• Matric or equivalent is essential.
• Experience in telephonic sales for 2-3 years is required.
• Financial services experience is advantageous.

Responsibilities

• Make calls to customers to develop new relationships.
• Clarify customer requirements using a sales script.
• Identify best products to meet customer needs.
• Schedule callbacks and enter data into CRM.
• Prioritize workflow to meet productivity standards.

Skills

Telephonic sales

Customer relationship management

Needs analysis

Education

Matric / Grade 12 or SAQA Accredited Equivalent

RE 5 Qualification

FAIS recognised qualification

Job description

Job Location

Durban, KwaZulu-Natal, South Africa

Application Deadline

January 31, 2026

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

• Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
• 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.
< 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.
• 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. 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.
• 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.
• 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.
• 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.
• 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.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Education

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential); RE 5 (Advantageous) STI Qualification (Advantageous); FAIS recognised qualification (Advantageous); Class of Business Certification (Advantageous)

Experience

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