Sales Consultant at Old Mutual

•     Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
•     Telephonically guide customers through the product offering, pricing, terms and conditions.
•     Provide accurate and efficient quotation/s to customers.
•     Maintain an agreed lead to sale ratio.
•     Maintain an agreed lead to quote ratio.
•     Maintain an agreed quote to sale ratio.
•     Required to work shifts as scheduled.
•     Manage all allocated leads.
•     Sell according to agreed targets for the day.
•     Maintain a 90% QA average on all calls.
•     Accurately and efficiently capture all customer data.
•     Finalise calls at point of contact, where possible.
•     Forward accurate policy documents to customers within mandated timeframes.
•     Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
•     Manage time and workloads to ensure that deadlines and targets are met.
•     Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

Quality service delivery

•     Provide customer services in line with quality and performance standards.
•     Build positive customer relations and solve or escalate customer queries and complaints.
•     Gather feedback on customer satisfaction and report to the relevant parties.
•     Proactively suggest improvements in customer service and relations where applicable.
•     Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.

Cost control and governance adherence

•     Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational policies and procedures.
•     Comply with corporate governance policies, procedures and standards.
•     Operate within agreed mandates.

Quality people practices

•     Align own behaviour with the organisation culture and values.
•     Share and transfer product, process and systems knowledge to colleagues.
•     Collaborate and work with the iWYZE team to deliver required service levels.
•     Actively participate in the iWYZE team to ensure functional balanced scorecard objectives are achieved.
•     Ensure achievement of own performance objectives.
•     Actively share information with other team members regarding successes, issues, trends and ideas.
•     Actively participate in own professional development and career path.

Job Requirements

•     Grade 12
•     Appropriate insurance qualification (FAIS & RE non-negotiable)
•     2 years’ experience working in a call centre. Long Term Insurance experience would be advantageous.