Consultant, Pro Active Sales at Standard Bank Group

Job Description

• To provide an efficient and effective point of contact for new and existing Consumer Clients within the contact center.
• To provide advise/intermediary services on multiple insurance product, service and retain existing clients.
• To ensure that the clients' Insurance needs are identified and fulfilled efficiently and cost-effectively, while managing the risks associated with new business and client expectations.

Qualifications

• Type of Qualification: Diploma
• Field of Study: FAIS Recognized Qualification
• NQF Level 5
• RE5
• COB Long and Short Term Insurance

Experience Required

Insurance

• 3 - 4 years experience in dealing with insurance products and Insurance customers. 
• Proven sales and quality assurance track record in the financial services industry, pro-active sales and servicing experience i.e. and good stakeholder management experience.
• Role includes Sales, upselling, cross-selling and servicing across long term, short-term and commercial products.

Additional Information

Behavioural Competencies:

• Interacting with People
• Managing Tasks
• Meeting Timescales
• Providing Insights
• Team Working
• Upholding Standards

Technical Competencies:

• Attitude of Customer Experience
• Banking Process & Procedures
• Client Retention
• Customer Understanding ( Consumer Banking)
• Mind of Customer Experience
• Insurance Products & Services
• Product Related Systems (Consumer Banking)
• Risk Identification