Broker Sales Consultant - Gauteng at Telesure Investment Holdings (TIH)

RESPONSIBILITIES

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.

Customer Needs Clarification

• 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.

Sales Opportunities Creation

• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Operational Compliance

• Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure. Manage & mitigate risks i.e. reputational, quality of business, commission, legislation and fraud, by ensuring sound business practice, procedures

Data Collection & Analysis

• Collate and analyze data using POL360 system to identify trends, opportunitiesand risks. Involves working independently.Monitor relevant information available in the POL360 system after each contactwith a customer to ensure that the organization maintains turn around time (TAT).Facilitate the effective resolution of any Broker/External Partner queries or complaints as and when required.

Customer Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.

Customer Relationships Development

• Make calls (by telephone or in person) to allocated customers to develop new relationships and maintain existing ones. Act as a first point of contact for resolving customer queries and complaints.

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.

Personal Capability Building

• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching. Ensure up-to-date financial services industry and market knowledge, as well as internal products and processes are continuously maintained.

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential); BCom or similar qualification (Advantageous);
• FAIS recognized qualification (Advantage); RE 5 (Essential); Class of Business Certification (Advantageous);
• Wealth Management Qualification (Advantageous)

EXPERIENCE

General Experience

• 2 or more years telephonic sales experience (Essential); Experience in banking / financial / insurance / business services (Advantageous)