|Location||Mount Edgecombe, KwaZulu-Natal, South Africa|
The purpose of this role is to achieve sales through effective contact management and maintain high quality standards to ensure long-term relationships with customers, driven through the comprehensive needs based assessment and advice.
|Job Functions||Call Centre,Sales|
|Industries||Call Centre & Helpdesk,Financial Services,Insurance|
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.
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.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations from existing customers.
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.
Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits
(NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) in
Wealth management/ CFP/ equivalent (Advantageous); A relevant Finance
related degree / diploma (Advantageous)
2 or more years Life Insurance experience (Essential); 2 year or more years Call
Centre sales experience (Advantageous)
|Job Closing Date||15/07/2021|