Sales Consultant-Inbound 1Life at 1 Life Insurance

Job Description
RESPONSIBILITIES 

Customer Relationships Development 

• Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.

Customer Needs Clarification 

• Set clear objectives for each sales call or meeting; 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 needs, use personal expertise to propose quantities within standard operating systems, policies and procedures. Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs. 

Operational Compliance 

• Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. 

Customer Relationship Management (CRM) Data 

• Schedule callback and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities. 

Performance Management 

• Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA. 

Personal Capability Building 

• Keep abreast with current changes in internal policies and procedures, external regulations which is facilitated by the online training system and tracked by a formal assessment. Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Sales Opportunities 

• Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

BEHAVIORAL COMPETENCIES 

Customer Focus 

• Builds strong customer relationships and delivers customer-centric solutions. For example, keeps in contact with customers to ensure problems are resolved, or to improve customer service. Studies customer feedback and emerging customer needs and uses these to determine some creative new ideas. 

Interpersonal Savvy

Instills Trust 

• Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, acts consistently with the organization's policies and practices. Shows honesty and candor when working with others. Honors agreements and meets commitments.

Ensures Accountability 

• Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.

Persuades 

• Uses compelling arguments to gain the support and commitment of others. For example, positions and packages ideas so that they will resonate strongly with a wide variety of stakeholders. Uses strong logic and compelling evidence. Works with others to find creative win-win solutions; achieves consensus through compromise.

Being Resilient 

• Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.

Communicates Effectively 

• Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, seeks out others' perspectives and asks good questions. Shares information that people want to know; gives appropriate context and details when speaking. 

Plans and Aligns 

• Plans and prioritises work to meet commitments aligned with organisational goals. For example, adopts a sequence of activities that allows for optimal efficiency and effective coordination with others. Makes skillfull use of resources and support to deliver efficient, high-quality work

Manages Conflict 

• Handles conflict situations effectively, with a minimum of noise. For example, disagrees with others in a respectful and tactful manner; handles conflicts and differences of opinion in a calm, composed manner; rebounds from conflicts without animosity. 

Manages Complexity 

• Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, gathers basic information to understand a problem and find a solution. Seeks to understand and apply systematic problem-solving methods; distinguishes symptoms from underlying problems. 

Action Oriented 

• Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently, but knows when to ask for help.

Drives Results 

• Consistently achieves results, even under tough circumstances. For example, devotes considerable effort to surpassing goals and achieving the best possible results; goes above and beyond to achieve excellence. Drives ahead with great focus when faced with obstacles and setbacks; maintains productivity and a positive attitude.

Direct Sales 

• Works with guidance (but not constant supervision) to maximize the volume and value of direct sales. 

Verbal and written Communication 

• Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.

Computer Skills 

• Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages. 
• Microsoft Office Suite
• Action Planning and work scheduling 
• Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimizing work scheduling. 

Writing skills 

• Uses clear and effective writing skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies. 

TOOLS 

• Telephone system Avaya

Job Requirements

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

EXPERIENCE

• General Experience 2 or more years telephonic sales experience (Essential