South Africa

Sales Consultant (Inbound & Outbound) - Life Insurance: Pipeline

Company Telesure Investment Holdings
Reference # 1L-26/10/2020
Published 26/10/2020
Contract Type Permanent/Contract
Location Dainfern, Gauteng, South Africa
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.
Job Functions Call Centre,Sales
Industries Insurance

Customer Relationships Development

-Make and receive calls by telephone to customers to offer new products to new and existing client

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 cutomer 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.

Direct Sales
Work with guidance to maximize 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
optimizing work scheduling.

Writing skills
Use clear and effective writing skills with guidance to express ideas, request
actions and formulate plans or policies.


General Education
Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5
(Advantageous); Wealth Management Qualification (Advantageous)


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


Telephone system: Avaya


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.

Employment Equity

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply. TIH is committed to an organisational culture that recognises, appreciates and values diversity & inclusion.

Should you not hear from our team in 30 days of your application, kindly consider your application unsuccessful.

Unlock your greatness & be unstoppable!

About TIH

Telesure Investment Holdings (Pty) Ltd (TIH), 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. We’re pioneers with a hunger for best, bringing customer-focused innovation and service excellence to the financial services industry. We’re an undivided team of diverse thinkers and doers who believe in leading through technology and pushing past their limits.
Job Closing Date 21/12/2020
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Last Updated: 30-7-2020 []
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