Sales Consultant - Short Term Insurance (Advisory) Durban

Telesure Investment Holdings (TIH); Durban; On-site; ZAR 180,000 - 260,000; Full time

Job summary

TIH is seeking a TeleSales Consultant in Durban to initiate customer relationships, perform needs analysis, and present solutions based on campaign leads. You will manage CRM data, adhere to compliance requirements, and contribute to growth through proactive sales activities.

The role emphasizes maintaining high customer service standards, achieving KPIs, and developing product knowledge within financial services. On-site in Durban with regular training and performance coaching.

Qualifications

• Grade 12 or SAQA Accredited Equivalent (Essential).
• FAIS and RE5 qualification (Essential).
• Class of Business – product knowledge (Essential).

Responsibilities

• Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
• Interview the customer to clarify requirements using a multi-level sales script and take detailed notes.
• Identify products/services that meet customer needs and propose them with standard terms.
• Develop knowledge of organisational policies, procedures and regulatory codes relevant to the role.
• Enter relevant customer data into the CRM after each contact to support retention and business development.
• Prioritise workflow and meet productivity, quality and timeliness standards; use performance systems to improve performance.
• Keep abreast of policy updates and regulatory changes via online training and assessments.
• Identify potential customers from referrals and recommendations to create sales opportunities.

Skills

Telephonic sales

CRM data entry

Needs analysis

Education

Grade 12

FAIS and RE5

Class of Business knowledge

Tools

CRM software

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)