Sales Consultant - Short Term Insurance (Advisory) Durban

Telesure Investment Holdings (Pty) Ltd.; Durban; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Telesure Investment Holdings (Pty) Ltd. seeks a skilled sales professional to drive inbound/outbound policy sales via phone. You will initiate customer relationships, perform needs analysis, and present tailored solutions while meeting KPIs and regulatory standards.

Essential qualifications include Grade 12 SAQA equivalence, FAIS and RE5, and 2–3 years telephonic sales experience within financial services. This is an on-site Durban role with CRM-driven activities.

Qualifications

• 2-3 years telephonic sales experience required.
• Experience in Financial Services is advantageous.
• FAIS and RE5 qualifications are essential.
• Grade 12 or SAQA equivalent is essential.

Responsibilities

• Make calls to allocated customers to develop new relationships.
• Interview customers to clarify requirements using a multi-step script.
• Identify products that meet customer needs and invite purchases at standard terms.
• Enter relevant data into the CRM to support retention and development.
• Meet KPIs and SLAs while adhering to regulatory codes.

Skills

Telephonic sales

Needs analysis

Product knowledge

CRM data entry

Education

Grade 12 / SAQA Accredited Equivalent

FAIS and RE5 qualification

Class of Business – product 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).