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1 Life Insurance; Gauteng; On-site; ZAR 200 000 - 250 000; Full time

Job summary

A leading insurance provider in South Africa is seeking a Customer Sales Consultant to drive outbound policy sales and build strong customer relationships. Candidates should possess solid knowledge of insurance products and excellent communication skills. Responsibilities include conducting customer needs analysis and managing CRM data effectively. The ideal candidate will thrive in a performance-driven environment and demonstrate resilience and adaptability.

Qualifications

• Ability to conduct outbound policy sales and meet KPIs.
• Strong skills in customer relationship management and needs analysis.
• Familiarity with products and market trends.

Responsibilities

• Conduct outbound sales calls to existing clients.
• Clarify customer needs and propose suitable products.
• Manage CRM data post-interaction.

Skills

Direct Sales

Verbal and written Communication

Computer skills

Action Planning and work scheduling

Writing skills

Tools

Telephone system

Avaya

Job description

JOB PURPOSE

Conduct outbound policy sales. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Consultant requires a solid knowledge of products and market, their characteristics include a focus on growth of the brand.

RESPONSIBILITIES

Customer Relationships Development

Make calls by telephone to customers to offer new products to existing client base.

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.

Sell Customer Propositions

Identify the products or services that best meet the customer's needs, 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 callback 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 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.

BEHAVIORAL COMPETENCIES

Customer Focus

Builds strong customer relationships and delivers customer-centric solutions. For example, keeps in contact with customers to ensure problems are resolved, or to improve customer service. Studies customer feedback and emerging customer needs and uses these to determine some creative new ideas.

Being Resilient

Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.

Situational Adaptability

Adapts approach and demeanor in real time to match the shifting demands of different situations. For example, swiftly and easily adapts approach to a wide array of different or changing situations. Is inquisitive about evolving situations; identifies how to adapt early.

Interpersonal Savvy

Relates openly and comfortably with diverse groups of people. For example, recognises even subtle social cues and nimbly responds to others' needs and preferences. Helps to defuse difficult interpersonal situations by showing high levels of tact, sensitivity, and consideration. Builds rapport with ease.

Instills Trust

Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, acts consistently with the organisation's policies and practices. Shows honesty and candor when working with others. Honors agreements and meets commitments.

Ensures Accountability

Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.

Persuades

Uses compelling arguments to gain the support and commitment of others. For example, positions and packages ideas so that they will resonate strongly with a wide variety of stakeholders. Uses strong logic and compelling evidence. Works with others to find creative win-win solutions; achieves consensus through compromise.

Communicates Effectively

Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, seeks out others' perspectives and asks good questions. Shares information that people want to know; gives appropriate context and details when speaking.

Plans and Aligns

Plans and prioritises work to meet commitments aligned with organisational goals. For example, adopts a sequence of activities that allows for optimal efficiency and effective coordination with others. Makes skillful use of resources and support to deliver efficient, high-quality work.

Manages Conflict

Handles conflict situations effectively, with a minimum of noise. For example, seeks out a variety of opinions and options; maintains an open mind; takes steps to ensure conflict remains constructive; avoids polarized or unilateral decisions; seeks agreement on critical issues.

Action Oriented

Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently, but knows when to ask for help.

Drives Results

Consistently achieves results, even under tough circumstances. For example, devotes considerable effort to surpassing goals and achieving the best possible results; goes above and beyond to achieve excellence. Drives ahead with great focus when faced with obstacles and setbacks; maintains productivity and a positive attitude.

SKILLS

Direct Sales

Work with guidance to maximise the volume and value of direct sales.

Verbal and written Communication

Use clear and effective verbal communications skills with guidance to express ideas, request actions and formulate plans or policies.

Computer skills

Support business processes with guidance and understand and effectively use standard office equipment and standard software packages. Microsoft Office Suite.

Action Planning and work scheduling

Work with guidance to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimising work scheduling.

Writing skills

Use clear and effective writing skills with guidance to express ideas, request actions and formulate plans or policies.

TOOLS

• Telephone system
• Avaya