Job Description

Conduct Outbound/Inbound/Funeral 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.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 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.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.

• Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
• Regulatory Exam 5
• 120 Long Term Credits
• 1 or more years telephonic sales experience
• Experience in cold calling (Advantageous)

1Life Insurance