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A dynamic insurance company in Durban is seeking a sales consultant to conduct outbound and inbound sales calls, clarify customer needs, and propose suitable insurance products. The ideal candidate will maintain compliance with operational procedures and effectively manage customer relationships using CRM systems. Strong knowledge of the market and product offerings is essential for success in this role.
Conduct Outbound / Inbound / Funeralpolicy 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.
Make calls by telephone to customers to offer new products to existing client
base.
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.
Identify the products or services that best meet the customer's needs, usepersonal 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.
Develop working knowledge of the organization'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.
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 organization has quality data to enable effective customer
retention and business development activities.
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.
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.
Identify potential customers by obtaining information, referrals, and
recommendations from existing customers.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.