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  • Posted: May 10, 2022
    Deadline: Not specified
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  • Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
    Read more about this company

     

    Retentions Consultant

    Specification    
    Customer Service

    • Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with  complex queries and investigating and resolving customer problems.

    Customer Needs Clarification

    • Set clear objectives for each call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.

    Sell Customer Propositions

    • Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain alternative solutions to the customer and influence the customer to retain their business.

    Customer Management

    • Help manage customers by carrying out standard activities.

    Operational Compliance

    • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
    • Obtain authorization when required from a supervisor or manager for any exceptions from mandatory procedure.

    Performance Management

    • Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance and KPI's.

    Personal Capability Building

    • Keep abreast with current changes in internal policies and procedures.
    • Develop capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
    • Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

    Requirements    

    • General Education
    • Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
    • Regulatory Exam 5 (Advantageous)

    General Experience

    • 1 year sales experience (Essential);
    • 1 year retentions experience (Advantageous)

    Closing Date: 23rd, May 2022

    Method of Application

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