DC - Conservations Consultant - 1DP Sandton at Discovery Limited

Key Purpose

• Conduct outbound and inbound telephonic conservation to existing Discovery clients who have requested cancellation of their Discovery products.

Key Outputs

• Conduct outbound and inbound telephonic conservation to existing Discovery clients with the goal of convincing clients to retain their policies with Discovery.
• Ensure all FAIS requirements are completed during conservation calls.
• Ensure monthly conservation targets are met.
• Proactively determine client needs and re-sell products to members.
• Provide excellent service to internal and external clients.
• Keep accurate call statistics and reporting records.
• Ensure administrative changes are completed timeously.

Personal Attributes and Skills

• Have sales ability and be persuasive
• Be friendly, sincere, confident, courteous and positive
• Be self-managed
• Excellent administration skills and highly organised
• Ability to deal with change
• Maintain confidentiality
• Excellent telephone skills
• Excellent verbal and written communication skills
• Self-motivated and proactive
• Ability to prioritise and work under pressure
• Team player
• Resilient
• Service oriented and customer focused
• Results driven

Qualifications & Experience

• Matric
• 2–3 years experience in Life, Health or Short-Term Insurance sales and/or outbound telesales environment
• 2–3 years conservation or telesales experience
• Excellent English; Afrikaans beneficial
• FAIS accreditation (NQF 4 or 5 credits)
• Regulatory exams required
• Good Excel and Word skills