Old Mutual was established in Cape Town in 1845 as South Africa's first mutual life assurance society. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society.
To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
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.
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