Conservation Consultant at Discovery Limited

Job Description

Conduct Outbound and Inbound telephonic Conservation to existing Discovery clients, who have requested cancelation of their Discovery products.

Key purpose
Conduct Outbound and Inbound telephonic Conservation to existing Discovery clients, who have requested cancelation of their Discovery products.

Key Outputs
The successful applicant will be responsible for but not limited to the following broad job functions:
 Conduct outbound and inbound telephonic Conservation to existing Discovery client’s, who have requested cancelation of their Discovery policies with the goal of convincing clients to retain their policies with Discovery.
 Ensure that all FAIS requirements (FNA,ROA and Statutory notices) are completed during conservation calls.
 Ensure that monthly conservation targets are met.
 Proactively determine the client‘s needs and have the ability to re-sell product to members.
 Proactively evaluate interactions with clients providing dazzling service at all times to internal and external clients
 Ensuring that customers concerns are addressed and resolved by the relevant areas
 Keep accurate statistics on all calls, contacts and clients spoken to and the report findings to management
 Ensure that all administrative changes are done timeously, followed through on and monitored

Personal attributes and skills
 Have sales ability and be persuasive
 Be friendly, sincere ,confident ,courteous and positive
 Be self-managed
 Have excellent administration skills and be extremely organized
 Have the ability to deal with change
 Be able to maintain confidentiality
 Have excellent telephone skills
 Have excellent verbal and written communication skills
 Be self-motivated and pro-active
 Be able to prioritize , work under pressure and manage deadlines
 Be a team player
 Be resilient
 Be service orientated and customer focused
 Be results driven

Qualification & Experience

•  Matric
•  At least 2-3 years’ experience in a Life, Health or short term Assurance sales position and/ or Outbound Telesales environment (Essential)
•  2-3 year Conservation experience or telesales experience
•  Excellent English and Afrikaans spoken would be beneficial
•  FAIS accreditation – NQF 4 or 5 FAIS credits (Required)
•  Regulatory exams (Required)
•  Good Excel and Word skills