Sales Advisor
6 months ago
**Introduction**
- Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.**Role Purpose**
- To execute sales initiatives that enable business growth by actively promoting products to potential
- customers. This includes but is not limited to sourcing new sales opportunities through digital channels,
- face to face, outbound and inbound calls.**Requirements**:
- RE 5 (Regulatory Examination)
- FAIS (Financial Advisory and Intermediary Services) recognised qualification or credits pertaining to date of first
appointment.
- Matric (Grade 12) certificate
- Sound working knowledge of the latest Microsoft packages (Word, PowerPoint, Excel & Outlook).
- Good understanding of Financial Services and Insurance industry legislation and regulation.
- Industry knowledge relating to Medical Aid and Gap cover.
- Sound understanding of sales processes.
- 2 - 3 years outbound call centre sales experience.
- Insurance/Finance Industry experience.
- Microsoft office experience - excel intermediate
**Duties & Responsibilities**
- Achieve sales targets by bringing sales process to a successful conclusion by securing
commitments or contracts from customers.
- Provide insights and feedback based on client engagements by keeping detailed records of sales
activities, customer interactions and progress towards targets.
- Adhere to Quality and compliance processes to minimize business risk.
- Execute effective sales calls by establishing the clients’ needs and matching them to the product
benefits.
- Maintain optimal operational efficiencies based on productivity measures.
- Keep abreast of industry developments and trends through continuous self-learning. This involves
adapting to changes in product, markets, and sales techniques.
- Conduct competitor research by staying informed of competitor activities and customer
preferences to aid with objection handling techniques.
- Ensure high levels of client experience by demonstrating sound understanding of product and
internal processes.
**Competencies**
- Articulating Information
- Convincing People
- Producing Output
- Upholding Standards
- Conveying Self-confidence
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