Sales Consultant - Short Term Insurance (Advisory) Durban

Telesure Investment Holdings (TIH); Durban; On-site; ZAR 180,000 - 360,000; Full time

Job summary

TIH is recruiting for a telephonic sales role focused on inbound and outbound policy sales. You will initiate customer relationships, conduct needs analysis, and propose solutions based on product knowledge and campaign leads. The role emphasises compliance, CRM data accuracy, and achievement of KPIs.

The ideal candidate has 2–3 years in financial services tele-sales, Grade 12, and FAIS/RE5 qualifications. Strong communication and relationship-building skills are essential for success in this

Qualifications

• Grade 12/ SAQA Accredited Equivalent (Essential)
• FAIS and RE5 qualification (Essential)
• Class of Business - product knowledge (Essential)
• 2-3 year telephonic sales experience (Essential)
• Experience in Financial Services Industry (Advantageous)

Responsibilities

• Develop new relationships via telephone with allocated customers.
• Clarify customer requirements using a multi-step sales script.
• Identify products/services that meet customer needs and present them with standard terms.
• Adhere to organisational policies and regulatory codes.
• Record interactions and plan follow-ups in the CRM system.
• Prioritise workflow to meet productivity, quality and SLA targets.
• Keep up with internal policies and external regulations via online training.

Skills

Telephonic sales

Customer relationships

Needs analysis

KPI awareness

Sales scripting

Education

Grade 12 SAQA equivalent

FAIS and RE5 qualification

Class of Business - product knowledge

Tools

CRM system

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 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. 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 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)
• FAIS and RE5 qualification (Essential)
• Class of Business - product knowledge (Essential)

Experience

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