Sales Specialist

Old Mutual Insure; Pietermaritzburg; On-site; ZAR 240,000 - 360,000; Full time

Job summary

Old Mutual Insure in Pietermaritzburg seeks a dynamic direct sales professional to grow a profitable insurance portfolio through new and existing sources.

You will prospect, convert opportunities, provide first-line service, handle amendments, renewals and claims, and collaborate with underwriting and claims teams.

The role requires a Grade 12, FAIS qualification, RE5, 2 years of face-to-face sales, and a reliable vehicle.

Qualifications

• Minimum of 2 years of face-to-face sales experience.
• Own reliable vehicle with valid driver's license required.
• FAIS qualification advantageous; RE5 essential.

Responsibilities

• Prospect for new clients through networking, cold-calling and door-to-door canvassing.
• Manage and drive portfolio profitability by delivering service and support (amendments, renewals, and claims).
• Conduct a comprehensive risk evaluation for the client.
• Provide solutions by selling non-life products aligned to client needs.
• Continuously build client base to secure portfolio growth.
• Identify cross- and up-selling opportunities across products.
• Sell according to targets for the day, week and month.
• Maintain quote volumes and quote-to-sale ratios as per targets.
• Perform after-sales service tasks and resolve escalated queries.
• Collaborate with underwriting/pricing and claims to improve customer experience.

Skills

Sales experience

Networking

Customer service

Communication

Education

Grade 12

Full FAIS Qualification

RE 5

Job description

Provide quality direct sales service that results in the production of business from new and existing sources.

About the Role:

Identify and execute on innovative methods to build own insurance portfolio.

Responsibilities:

• Prospect for new clients through networking, cold-calling and door to door canvassing.
• Manage and drive portfolio profitability and growth by ensuring that on-going service and support (amendments, renewals, and claims) provided to clients is delivered on time and improves the quality of the business underwritten.
• Conduct a comprehensive risk evaluation for the client.
• Provide solutions to clients by selling non-life products aligned to their needs.
• Continuously build client base to secure future portfolio growth.
• Identify and action on cross & up selling opportunities across all products.
• Sell according to agreed targets for the day, week and month.
• Maintain minimum agreed quote volumes.
• Maintain a minimum agreed quote to sales ratio.
• Maintain an agreed NTU – and Cancellation ratio.
• Perform after sales service tasks according to allocated portfolio of customers.
• Monitor and resolve escalated client queries and complaints timeously.
• Manage relationships with clients and ensure that Service Level Agreement standards are met or exceeded in all engagements.
• Retain existing business including renewal discussion in line business process and FAIS Code of Conduct.
• Create collaborative relationships with other departments (underwriting/pricing, and claims) to determine process improvements designed to enhance the customer experience and create easy, value peace of mind.
• Manage time and workloads to ensure that deadlines and targets are met.
• Manage the end-to-end customer experience for new and existing business by providing first line support to resolve queries.
• Proactively suggest improvements in service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional service.
• Proactively ensure the use of time, resources, money, materials or equipment is in line with organizational policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.
• Align own behavior with the organization’s culture and values.
• Share and transfer product, process and systems knowledge to colleagues and team members.
• Collaborate and work with the OMI team to deliver required service levels.
• Actively participate in the OMI team to ensure functional balanced scorecard objectives are achieved.
• Ensure achievement of own performance objectives.
• Actively participate in own professional development and career path.

Qualifications

• Grade 12 or National Senior Certificate - Essential
• Full FAIS Qualification - Advantageous
• RE 5 - Essential
• Minimum of 2 years’ experience in face to face sales.
• Own Reliable Vehicle with Valid Drivers License - Essential