Short-term Insurance Sales Consultant: Sanlam Direct Cape

1 day ago

Bellville, South Africa Sanlam Group Full time
Job title : Short-term Insurance Sales Consultant: Sanlam Direct Cape (PG 7) Job Location : Western Cape, Bellville Deadline : January 06, 2025 Quick Recommended Links
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What will you do?

  • Selling Insurance (car and household) 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

What will make you successful in this role?

Qualification & experience

  • Grade 12 qualification
  • At least 1 and a half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to facesales experience (with targets attached to the sales)
  • Financial services experience (advantageous)
  • RE Exam Advantageous
  • 30 FAIS Credits – Advantageous (Short-term Insurance)

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
  • Initiative
  • Results Driven/Achievement orientated
  • Continuous

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