Old Mutual South Africa · 5 days ago
Sales Consultant-2
Hilton Head Island, South Carolina Area
Full-time
Onsite
Entry Level
2+ years expOld Mutual South Africa is committed to leveraging the African opportunity through diverse talent. The Sales Consultant role focuses on providing quality sales service to generate business from new and existing clients, ensuring profitability and growth for the company.
Financial ServicesInsuranceLife Insurance
Responsibilities
To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company
To generate and conclude sales from new and existing client sources
Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets
Telephonically guide customers through the product offering, pricing, terms and conditions
Provide accurate and efficient quotation/s to customers
Maintain an agreed lead to sale ratio
Maintain an agreed lead to quote ratio
Maintain an agreed quote to sale ratio
Required to work shifts as scheduled
Manage all allocated leads
Sell according to agreed targets for the day
Maintain a 90% QA average on all calls
Accurately and efficiently capture all customer data
Finalise calls at point of contact, where possible
Forward accurate policy documents to customers within mandated timeframes
Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards
Manage time and workloads to ensure that deadlines and targets are met
Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer
Quality service delivery
Provide customer services in line with quality and performance standards
Build positive customer relations and solve or escalate customer queries and complaints
Gather feedback on customer satisfaction and report to the relevant parties
Proactively suggest improvements in customer service and relations where applicable
Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service
Cost control and governance adherence
Proactively ensure use of time, of resources, money, materials or equipment is in line with organisational policies and procedures
Comply with corporate governance policies, procedures and standards
Operate within agreed mandates
Quality people practices
Align own behaviour with the organisation culture and values
Share and transfer product, process and systems knowledge to colleagues
Collaborate and work with the iWYZE team to deliver required service levels
Actively participate in the iWYZE team to ensure functional balanced scorecard objectives are achieved
Ensure achievement of own performance objectives
Actively share information with other team members regarding successes, issues, trends and ideas
Actively participate in own professional development and career
Qualification
Required
Grade 12
Appropriate insurance qualification (FAIS & RE non-negotiable)
2 years' experience working in a call centre
Accounting
Action Planning
Computer Literacy
Data Analysis
Database Reporting
Data Compilation
Data Interpretations
Evaluating Information
Management Reporting
Numerical Aptitude
Oral Communications
Professional Presentation
Report Review
Sales Software
Statistical Analysis Techniques
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
NQF Level 3 & NQF Level 2 - Below school leaving
Preferred
Long Term Insurance experience would be advantageous
Company
Old Mutual South Africa
Old Mutual Limited is a premium pan-African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries.
10001+ employees
Funding
Current Stage
Late StageRecent News
Advisory Excellence
2022-11-09
Company data provided by crunchbase