Fresh Jobs at 1 Life Insurance

RESPONSIBILITIES

• Leadership and Direction Explain the action plan to support the sales agents in their understanding of what needs to be done and how this relates to the broader business plan and the organization's strategy, mission and vision; motivate people to achieve business goals.
• Performance Management Monitor the performance of the team; allocate work and review completion, take appropriate corrective action to ensure timeliness and quality; contribute to formal individual performance management and appraisal.

Organizational Capability Building

• Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions to build their capabilities.
• Provide training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfil personal potential.

Customer Relationship Management (CRM)

• Data Ensure that the sales agents maintain up-to-date customer relationship management data, identifying and resolving issues.
• Operational Compliance Identify, within the team, instances of non-compliance with the organization's policies and procedures and/or relevant regulatory codes and codes of conduct, reporting these and escalating issues as appropriate.

Personal Capability Building

• Maintain an understanding of accreditation, external regulation, and industry best practices through ongoing assessments, training and education.
• Data Collection & Analysis Collate and analyze data using pre-set tools, methods and formats. Involves working independently.

Requirements

General Education

• Grade 12/ SAQA Accredited Equivalent (Essential) FAIS recognised qualification or Wealth Management Qualification (Essential)
• RE 5 (Advantageous)
• Degree/ Diploma in Business Management (Advantageous)
• SAQA Accredited Equivalent - it is the onus of the applicant to provide 1Life and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.
• Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times.
• By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified. 

General Experience

• 3 or more years' experience in a sales and advisory environment (Essential)
• 2 years Long-term Insurance experience (Essential)
• LEVEL 5 Managerial Experience 3 or more years' experience supervising and directing.

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RESPONSIBILITIES

Customer Relationships Development

• Make calls by telephone to customers to offer new products to existing client Base.

Customer Needs Clarification

• Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes.

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 organisation 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.

Requirements

General Education

• Must be within DOFA date
• Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
• Regulatory Exam 5 (Advantageous)
• 120 FAIS Credits (Advantageous)

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Description

• Sales Consultant

Requirements

• 2 to 5 years

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RESPONSIBILITIES

 Data Collection & Analysis

• Accurate collation and analysis of information for submission to external parties and audits. Ensure accurate recording of information on any systems used internally or by external parties.
• Assist in setting up and maintaining administration processes.

Operational Compliance

• Develop working knowledge of the organization'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.

Document and Data Management

• Create, organize and maintain files containing the correspondence and records of a senior colleague.

Client & Customer Management

• Help manage clients by carrying out standard activities and providing support to others.

Stakeholder Engagement

• Effectively build and maintain relationships with both internal and external stakeholders and partners.
• Ensure effective service delivery to meet stakeholders’ needs within specified SLA’s.
• Provide ad hoc project support within the department.

Work Scheduling and Allocation

• Organize own work schedule in order to get the job done.

Personal Capability Building

• Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.

Requirements

General Education

• Grade 12/ SAQA Accredited Equivalent
• Diploma or Degree in the Company Secretarial field (Advantageous)

go to method of application »

RESPONSIBILITIES

Customer Relationships Development

• Make calls by telephone to customers to offer new products to existing client Base.

Customer Needs Clarification

• Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes.

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 organisation 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.

Requirements

General Education

• Must be within DOFA date
• Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
• Regulatory Exam 5 (Advantageous)
• 120 FAIS Credits (Advantageous)

General Experience

• 2 or more years telephonic sales experience (Essential)
• Experience in cold calling (Advantageous)