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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.
BEHAVIORAL COMPETENCIES
Customer Focus
Builds strong customer relationships and delivers customer-centric solutions. For example, keeps in contact with customers to ensure problems are resolved, or to improve customer service. Studies customer feedback and emerging customer needs and uses these to determine some creative new ideas.
Being Resilient
- example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.
Situational Adaptability
- Adapts approach and demeanor in real time to match the shifting demands of different situations. For example, swiftly and easily adapts approach to a wide array of different or changing situations. Is inquisitive about evolving situations; identifies how to adapt early.
Interpersonal Savvy
- Relates openly and comfortably with diverse groups of people. For example, recognises even subtle social cues and nimbly responds to others' needs and preferences. Helps to defuse difficult interpersonal situations by showing high levels of tact, sensitivity, and consideration. Builds rapport with ease.
Instills Trust
- Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, acts consistently with the organisation's policies and practices. Shows honesty and candor when working with others. Honors agreements and meets commitments.
Ensures Accountability
- Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.
Persuades
- Uses compelling arguments to gain the support and commitment of others. For example, positions and packages ideas so that they will resonate strongly with a wide variety of stakeholders. Uses strong logic and compelling evidence. Works with others to find creative win-win solutions; achieves consensus through compromise.
Communicates Effectively
- Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, seeks out others' perspectives and asks good questions. Shares information that people want to know; gives appropriate context and details when speaking.
Plans and Aligns
- Plans and prioritises work to meet commitments aligned with organisational goals. For example, adopts a sequence of activities that allows for optimal efficiency and effective coordination with others. Makes skillful use of resources and support to deliver efficient, high-quality work.
Manages Conflict
Handles conflict situations effectively, with a minimum of noise. For example,seeks out a variety of opinions and options; maintains an open mind; takes steps to ensure conflict remains constructive; avoids polarized or unilateral decisions. seeks agreement on critical issues.
Action Oriented
- Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently, but knows when to ask for help.
Drives Results
- Consistently achieves results, even under tough circumstances. For example, devotes considerable effort to surpassing goals and achieving the best possible results; goes above and beyond to achieve excellence. Drives ahead with great focus when faced with obstacles and setbacks; maintains productivity and a positive attitude
SKILLS
Direct Sales
- Work with guidance to maximise the volume and value of direct sales.
Verbal and written Communication
- Use clear and effective verbal communications skills with guidance to express ideas, request actions and formulate plans or policies.
Computer skills
- Support business processes with guidance and understand and effectively use
- standard office equipment and standard software packages.
- Microsoft Office Suite
Action Planning and work scheduling
- Work with guidance to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimising work scheduling.
Writing skills
- Use clear and effective writing skills with guidance to express ideas, request actions and formulate plans or policies.
TOOLS Telephone system
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)
go to method of application »
RESPONSIBILITIES
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
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 are 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)
go to method of application »
Description
BE UNSTOPPABLE
Customer Needs Clarification
- Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation. Understand the customers’ unique profile, identify a relevant course of action based on customer needs and undertake an appropriate course of action to ensure customer satisfaction, delivered through financial needs analysis.
Sell Customer Propositions
- Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Options include sale of investment products such as lump sum/recurring. Understand and deliver the required individual targets such as, achieving talk time targets, sales targets and other targets.
Performance Management
- Priorities own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance. Achieve talk time targets, effectiveness targets and sales targets.
Customer Relationships Development
- Make calls to allocated customers to develop new relationships. Act as a first point of contact for customer. Manage contacts, connect with the client, develop rapport and form relationships to ensure positive customer experiences at all times.
Sales Opportunities Creation
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
Operational Compliance
- Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
- Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of products, relevant technology, external regulation, and industry best practices through ongoing education. Consistently achieves results, even under tough circumstances. For example, regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way.
Communicates Effectively
- Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Instills Trust
- Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, is consistently honest and straightforward; shares uncomfortable information in a clear and helpful manner. Maintains high ethical standards and professional codes of conduct.
Ensures Accountability
- Holds self and others accountable to meet commitments. For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments.
Manages Complexity
- Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options.
Customer Focus
- Builds strong customer relationships and delivers customer-centric solutions. For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers' future needs. Frequently adjusts approach to ensure customer needs are met and to improve service.
Requirements
Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
- RE5 (Essential)
- 120 FAIS Credits (NQF5) in Wealth management (Essential)
- Class of Business (COB) (Essential)
- 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous)
- A relevant Finance related degree / diploma (Advantageous)
go to method of application »
RESPONSIBILITIES
Customer Relationships Development
- Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
Customer Needs Clarification
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
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 organization 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.
Sales Opportunities
- Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
BEHAVIORAL COMPETENCIES
Customer Focus
- Builds strong customer relationships and delivers customer-centric solutions. For example, keeps in contact with customers to ensure problems are resolved, or to improve customer service. Studies customer feedback and emerging customer needs and uses these to determine some creative new ideas.
Interpersonal Savvy
Instills Trust
- Gains the confidence and trust of others through honesty, integrity, and authenticity. For example, acts consistently with the organization's policies and practices. Shows honesty and candor when working with others. Honors agreements and meets commitments.
Ensures Accountability
- Holds self and others accountable to meet commitments. For example, accepts responsibility for own work, both successes and failures. Handles fair share and does not make excuses for problems. Usually meets commitments to others.
Persuades
- Uses compelling arguments to gain the support and commitment of others. For example, positions and packages ideas so that they will resonate strongly with a wide variety of stakeholders. Uses strong logic and compelling evidence. Works with others to find creative win-win solutions; achieves consensus through compromise.
Being Resilient
- Rebounds from setbacks and adversity when facing difficult situations. For example, is calm and professional in difficult situations; continues to work toward objectives. Overcomes obstacles without becoming discouraged; draws lessons from failures. Recovers from setbacks and adversity.
Communicates Effectively
- Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, seeks out others' perspectives and asks good questions. Shares information that people want to know; gives appropriate context and details when speaking.
Plans and Aligns
- Plans and prioritises work to meet commitments aligned with organisational goals. For example, adopts a sequence of activities that allows for optimal efficiency and effective coordination with others. Makes skillfull use of resources and support to deliver efficient, high-quality work
Manages Conflict
- Handles conflict situations effectively, with a minimum of noise. For example, disagrees with others in a respectful and tactful manner; handles conflicts and differences of opinion in a calm, composed manner; rebounds from conflicts without animosity.
Manages Complexity
- Makes sense of complex, high quantity, and sometimes contradictory information to effectively solve problems. For example, gathers basic information to understand a problem and find a solution. Seeks to understand and apply systematic problem-solving methods; distinguishes symptoms from underlying problems.
Action Oriented
- Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm. For example, identifies what needs to be done and acts quickly. Shows optimism and enthusiasm that affects others positively. Works independently, but knows when to ask for help.
Drives Results
- Consistently achieves results, even under tough circumstances. For example, devotes considerable effort to surpassing goals and achieving the best possible results; goes above and beyond to achieve excellence. Drives ahead with great focus when faced with obstacles and setbacks; maintains productivity and a positive attitude.
Direct Sales
- Works with guidance (but not constant supervision) to maximize the volume and value of direct sales.
Verbal and written Communication
- Uses clear and effective verbal communications skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
Computer Skills
- Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software packages.
Microsoft Office Suite
Action Planning and work scheduling
- Works with guidance (but not constant supervision) to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimizing work scheduling.
Writing skills
- Uses clear and effective writing skills with guidance (but not constant supervision) to express ideas, request actions and formulate plans or policies.
TOOLS
Requirements
General Education
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
- Regulatory Exam 5 (Essential)
- Wealth Management Qualification (Advantageous)
EXPERIENCE
- General Experience 2 or more years telephonic sales experience (Essential
go to method of application »
Description
Sales Consultant - Outbound
We are looking for an individual who is fluent in Afrikaans to:
- Conduct outbound policy sales. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Consultant requires a solid knowledge of products and market; their characteristics include a focus on growth of the brand.
- This position is permanent position with benefits like Medical Aid and Provident Fund.
- Don't miss this exceptional opportunity to join a prestigious team and make a significant impact in the insurance industry. Apply now and unlock your full potential.
Requirements
Experience
- 2 or more call Centre sales experience in the insurance industry (Long Term)
Qualification Required
- Matric (Grade 12)
- FAIS Credits or in progress with DOFA
- Class of Business (advantageous)
Method of Application
Use the link(s) below to apply on company website.
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Gmail
Yahoomail