Sales Consultant: Value Added Products at Old Mutual iWYZE

Job Description

Job Purpose:

To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
Please note that this is a role size "L" position.

Responsible for:

• Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
• Telephonically guide customers through the product offering, pricing, terms and conditions.
• Provide accurate and efficient quotation/s to customers.
• Maintain a lead to sale ratio of 30%
• Maintain a lead to quote ratio of 40%
• Maintain a quote to sale ratio of 45%
• Call all leads at least 3 times over 2 days (if client not answering) before closing leads
• Start all shifts on time
• Work Saturdays when rostered to work
• Manage all leads in your bin ( no lead to be older than 5 days)
• Log onto Flexitime each morning , and log off at the end of the shift
• Log off the Avaya phone at the end of each shift
• Sell at least 3 policies per day
• Maintain a 90% QA average on all calls
• Accurately and efficiently capture all customer data.
• Finalise calls at point of contact, where possible.
• Forward accurate policy documents to customers within mandated timeframes.
• Deal with all customers in a professional manner in strict accordance with iWyze culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of iWyze product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.
• Provide customer services in line with quality and performance standards
• Build positive customer relations and solve or escalate customer queries and complaints
• Gather feedback on customer satisfaction and report to the relevant party
• Proactively suggest improvements in customer service and relations where applicable.
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.
• Adhere to agreed processes in order to deliver targeted operational results.
• Continuously strive to enhance and improve the Human Resources processes.
• Represent and market this process internally to peers and clients.
• Identify and report on Direct Distribution process issues
• Proactively ensure use of time, of resources, money, materials or equipment is in line with policies and procedures.
• Comply with corporate governance policies, procedures and standards.
• Operate within agreed mandates.
• Align own behaviour with the organisation culture and values.
• Share and transfer product, process and systems knowledge to colleagues.
• Collaborate and work with the Direct Distribution team to deliver required service levels.
• Actively participate in the Direct Distribution team to ensure functional balanced scorecard objectives are achieved.
• Ensure achievement of own performance objectives.
• Actively share information with other team members regarding successes, issues, trends and ideas

Job Requirements;

• RE (MUST HAVE)
• FIAS Credits (MUST HAVE)
• Grade 12
• Appropriate insurance qualification
• 2 year Short Term Insurance and/or Call Centre experience
• Computer literate, preferably with call centre software.