Two Mountains Branch Consultant at KDO

Job Description

Sales:

• To effectively sell life assurance products at branch level

• To use appropriate interpersonal styles and communication methods to gain acceptance of Two Mountains' products from walk in prospects

• To accurately identify insurance needs by asking effective questions and listening attentively

• Match benefits accordingly and demonstrate how a product satisfies the needs

• Gain commitment to recommended action around buying an insurance product

• To handle objections and overcome them with ease

• Develop sales strategies to compete with other individuals or companies who sell insurance

• Explain features, advantages of policies and/ products to promote a sale

• Perform administrative tasks, such as maintaining records of potential clients

• Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients. 

Customer Service:

• To service all walk in customer’s end to end and ensure customer satisfaction

• Action all customer requests and retain existing customer by identifying cross sell and upsell opportunities 

 • Consultants to assist clients face to face with end to end policy administration

 • Full and accurate assessment of all maintenance requests within scope, in terms of policy processes and procedures.  

• Maintaining clear and consistent communication with internal & external parties regarding maintenance of policies and requirements thereof.

• Follow up on outstanding requirements with internal & external parties.

 • Maintaining professional verbal and written communication with customers (internal and external).

• Ensure that the targets are met.

• To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction.

• Assist in identifying the areas of concern to improve the branch’s and department’s productivity and attainment to plan.

• Customer service delivery according to the specification of the branch

• Fostering a service delivery culture within the branch

• Attend to the needs of walk in clients requests, process required changes, and ensure that all necessary forms are fully completed, signed and indexed 
• Conduct internal QA checks on captured work and spot checks on printed email

• Contact clients on incomplete new business and records daily stats.

• Full knowledge, understanding and ability to accurately, scan, index and allocate mail on workflow within SLA time

• Adhere to all CCT processes and procedures

• Attend to parked items on workflow

Qualifications

• Matric

• Post Matric Qualification

• RE (added Advantage)

• 2 years call Centre  or Sales experience

• Self motivated and the ability to work without supervision

• Ability to work under pressure

• Strong interpersonal and communication skills

• Ability to solve problems and decision making 

 

Additional Information

Contract Type : Independent Contract

Candidates must preferrably reside in the East Rand Area