Sale Consultant
7 months ago
The sales consultant provides an internal telesales service to clients by means of quoting and selling products to different market segments.
**Responsibilities**:
- Prepares and processes quotes on the relevant systems and/ or as required.
- Provides professional and accurate advice on cover, exclusions, terms, and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy.
- Negotiates cover and rates with insurers on behalf of clients.
- Responsible for generating new business according to set targets.
- Ensures that proposals are correctly completed and follows up on outstanding
documentation.
- Follows up on quotes already produced and not yet accepted by clients.
- Ensures that schemes run profitably by adhering strictly to the underwriting criteria.
- Responsible for producing weekly and monthly operating/ sales reports.
- Responsible for engaging in business development and/or contributing directly or indirectly to all business development efforts.
**Qualifications**:
- Grade 12 (matric)
- A Bachelors degree is preferable
- Registration as a representative with the FSCA in terms of the FAIS Act.
**Knowledge**:
- Knowledge of the principles and practices within a technical/professional discipline
- Knowledge of applicable company policies and procedures.
**Skills and Attributes**:
- Advanced analytical, technical, and problem-solving skills
- Well-developed interpersonal skills
- Well-developed ability to work in and with teams.
**Experience**:
- A minimum of 1 to 3 years experience in a similar a related position
- Experience and responsibility for organizing own workload and completion of tasks.
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