Description:
1Life is the holding company of some of South Africa’s leading financial service providers. Our portfolio includes short-term insurers, a long-term insurer, health insurance as well as an insurance and personal finance comparison platform.
JOB PURPOSE
Conduct outbound policy sales. Initiate the customer relationship and meet
various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions.
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.
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)
Wealth Management Qualification (Advantageous)
EXPERIENCE
General Experience
2 or more years telephonic sales experience (Essential)
Experience in cold calling (Advantageous)