Key Responsibilities include, but are not limited to:
Sales and Target Achievement
- Achieve individual weekly and monthly sales targets.
- Contribute to departmental and company sales objectives.
- Effectively manage daily activities to maximize sales opportunities.
- Demonstrate accountability for performance and productivity.
- Maintain a strong focus on conversion rates and quality business acquisition.
Lead Management and Product Promotion
- Contact prospective customers using leads provided through various channels.
- Present and explain product features, benefits, terms, and exclusions clearly and accurately.
- Utilize approved sales scripts and sales tools in accordance with company standards.
- Build customer interest and identify suitable product solutions.
- Handle customer objections professionally and confidently.
- Accurately complete applications and proposals with all required customer information.
Compliance and Regulatory Requirements
- Adhere to all company policies, processes, and compliance requirements.
- Ensure all mandatory disclosures are communicated during customer interactions.
- Comply with FAIS, POPIA, and other applicable regulatory requirements.
- Protect customer information and maintain confidentiality at all times.
- Avoid providing financial advice beyond authorized guidelines.
Quality Assurance and Accuracy
- Maintain high standards of accuracy when capturing customer information.
- Ensure banking details, contact information, and application data are correctly recorded.
- Conduct sales calls professionally and ethically.
- Minimize errors, deductions failures, cancellations, and clawbacks.
- Consistently meet quality assurance standards.
Customer Service and Complaint Resolution
- Deliver exceptional customer service in every customer interaction.
- Communicate professionally, respectfully, and courteously.
- Escalate customer concerns and complaints promptly to management.
- Assist with investigations and complaint resolution when required.
- Build and maintain positive customer relationships.
Reporting and Administration
- Complete all required reports accurately and within required deadlines.
- Maintain accurate customer records and call notes.
- Participate in coaching sessions, training, and performance reviews.
- Support departmental initiatives and business projects when required.
MINIMUM CRITERIA AND PRE-REQUISITE COMPETENCIES
- Grade 12 (Matric) or equivalent qualification.
- Call Centre or Sales certification will be advantageous.
- FAIS accreditation will be advantageous.
- Minimum 1 years' experience in a telemarketing, telesales, or call centre sales environment.
- Proven track record of achieving sales targets.
- Experience in insurance, financial services, or direct marketing environments will be advantageous.
- Experience working with CRM or sales systems.
- Proficient in Microsoft Office (Word, Excel, Outlook).
- Good typing and data-capturing accuracy.
- Ability to work with multiple systems simultaneously.
- Strong telephone communication skills.
PRE-REQUISITE COMPETENCIES
- Sales and negotiation skills
- Objection handling
- Customer relationship management
- Product knowledge
- Data capturing accuracy
- Reporting and administration
- Compliance awareness
- Computer literacy
- Customer-focused
- Results-driven
- Achievement-oriented
- Professional integrity
- Strong communication skills
- Resilience and persistence
- Accountability
- Teamwork and collaboration
- Adaptability
- Attention to detail
- Time management
- Positive attitude and high energy levels