Job Description
Life Outbound Sales Consultant
Our client is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of our client, which comprises a large force of both tied and independent intermediaries. They are dedicated to meeting the financial needs of our clients. Their vision: We aspire to be the best at building enduring relationships by connecting clients with our client through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer lifes financial questions. Ultimately, we grow and protect wealth.
What will you do?
Selling products telephonically
Achievement of sales targets and objectives
Adherence to Quality and Compliance processes to minimize business risk
Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
Maintain optimal operational efficiencies based on productivity measures
Adapt and change to fit in with changing business operational requirements
Resolve complaints and objections
Build and maintain good client relationships
Managing information regarding new products, rate changes, rulings, training updates etc.
Keep abreast of developments and trends in the industry self learning Ensure commitment to the FAIS Fit & Proper qualification requirements
Qualification & experience
Grade 12 or a relevant NQF 4 qualification
2 years experience within a Sales Outbound Call Centre, or at least 2 years face-to-face sales experience (with targets attached to the sales)
Financial services experience (advantageous)
Re5
150 Fais Credits (Full Insurance Qualification)
Class of business (Advantageous)
Knowledge and skills
Good understanding of Financial Services Industry related legislation and regulation Understanding of sales processes and servicing industry
Outbound Sales experience is required
Fluency in English and one other South African official language
A clear criminal and credit record
Commitment to the FAIS Act and meeting Fit & Proper qualification requirements Willingness to work overtime
Personal qualities
Selling skills
Computer literacy
Communication
Planning and organising
Building and maintaining relationships
Treating Customers Fairly
Results Driven/Achievement orientated
Continuous learning
Tenacity
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