Cold Calling Insurance Tele Sales Agents/ Financial
2 weeks ago
**Vacancy**:
**Cold Calling Insurance Tele Agents**
**Role Purpose**
To continuously enhance the lifetime financial wellness of people, their families and their communities through empowerment and education, by selling financial solutions to them which will enhance their financial well-being whilst putting them at ease with regards to the future of their families.
**Requirements**:
- **Grade 12 or an equivalent NQF4 qualification**:
- **Post matric qualification equivalent of NQF 5 (preferred)**:
- **At least 1 year’s Sales Call Centre working experience**:
of the FSCA
- **Cold Calling Experience**:
- **Undergraduate Degree (If no experience in Call Centre) preferred**:
**Duties**
- **Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management**:
- **Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential clients**:
- **Analyse situations carefully, understand the complexity and consequences before quickly taking action through clear, well thought out decisions**:
- **Accurately identify problems and proactively solve them**:
- **Identify entrepreneurial opportunities in every interaction and remain passionate, resilient, focused and organized**:
- **Timeously complete all administrative and reporting duties related to the role**:
- **Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services**:
- **Support and guide clients through the decision-making process by displaying exceptional product knowledge and customer centricity**:
- **Regularly review client accounts to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment**:
- **Build sound relationships with others through honesty, trust and respect sure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements**:
- **Be self-confident, self-motivated entrepreneurs and relentlessly pursue targets and goals**:
- **Effectively manage time and ensure optimal productivity**:
- **Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates**:
- **Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making**:
- **Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients' financial goal**
**Competencies**
- **Verbally fluent**:
- **Numerical reasoning ability**:
- **Be able to plan and manage their time**:
- **Self-reliant**:
- **Be resilient (drive, determination, risk tolerance, bounce back after setbacks)**:
- **Manage relationships well**:
- **Demonstrate sales behaviours (deal with difficult clients, competitive, achieving, persistent)**:
- **Be entrepreneurial (set ambitious targets, self-reliant, financial prosperity in high-risk environment, autonomy.**
**Job Types**: Full-time, Permanent
**Salary**: From R6,500.00 per month
Ability to commute/relocate:
- Midrand, Gauteng: Reliably commute or planning to relocate before starting work (required)
**Experience**:
- Marketing and sales: 1 year (preferred)
Application Deadline: 2023/07/31
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