Sales Consultant at Old Mutual South Africa

• 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.