Leads Consultant: Sanlam Direct Cape at Sanlam Group

What will you do?

The core focus of this role is generating quality sales opportunities for the Distribution channels. Key responsibilities for this role are;

• Achieve the minimum production norms & targets set
• Quality outbound calls to clients with the aim of creating quality sales opportunities
• Adhere to the quality standards of the Sanlam Direct CCC
• Record client information and requests on the Sentrix system
• Handle and appropriately refer customer complaints and objections

What will make you successful in this role?

Qualification & experience 

• Matric (or equivalent qualification)
• Call Centre experience (Outbound would be an advantage)
• Previous financial services experience will be advantageous
• Minimum 3 years Call Centre experience

Knowledge and skills 

• MS: Office (Excel, Word, PP, Outlook)
• Knowledge of Sentrix

Core Competencies

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexible and Adaptable

Personal Attributes

• Plans and Aligns
• Communicates Effectively
• Action Orientated
• Optimising Work Processes
• Treating Customers Fairly