Consultant: Life Sales at Old Mutual iWYZE

Brief Description        

• 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.

Detailed Description        

• 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.
• 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 Affinities culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of Affinities 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.

Job Requirements        

• Grade 12
• Regulatory Exam essential (Please do not apply if you have not passed your RE exam)
• A minimum of 30 FAIS credits
• Two (2) years’ experience in sales and/or Call Centre experience
• Computer literate, preferably with call centre software.