At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for knowledge is emb...
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To contact prospective customers to sell products and achieve set targets in compliance with set quality standards through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 - 2 years experience in a similar environment
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Process
Adhere to prescribed timekeeping standards at all times and attempt to improve own standards continuously.
Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
Proactively identify problems, apply known solutions and escalate more difficult problems.
Plan for task execution and adjust priorities against an established plan.
Customer
Liaise and interact with customers via approved communication channels in a positive and helpful manner.
Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
Conduct outbound call centre calls in a professional manner, ensuring an excellent and accurate client service enhancing org reputation.
Conducts financial needs analysis and generates sales of Liberty products by matching client needs to relevant Liberty product.
Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
Achieves monthly sales targets and production requirements by ensuring that customer leads and prospective customers translate into professional needs based sales revenue.
Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
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