JOB PURPOSE
Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs a solid knowledge of products, their characteristics, and market as well as focus on
growth of the brand.
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 organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering tomandatory 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.
EDUCATION
General Education
Matric / Grade 12 or SAQA Accredited Equivalent (essential)
Regulatory Exam 5 (advantageous)
Experience
General Experience
Additional Information
1 year telephonic sales experience (essential)
SAQA Accredited Equivalent - It is the onus of the applicant to provide TIH and
its subsidiaries with certified evidence that their qualification(s) meet the
equivalent NQF level required for this role at time of application. 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.
#AM