Lead Converter

6 days ago

Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
Role Purpose
Requirements
- Grade 12 or equivalent qualification (required)
- Relevant degree or qualification
- FAIS and advice accredited
- 2-3 years' sales or service experience in the insurance industry
- Previous call centre experience preferably in a client centric or sales environment will be advantageous.
- Knowledge of relevant processes and policies
- Relevant product knowledge
- Knowledge of the financial services or insurance industry
- MS Office skills
- Planning and organising skills
- Time management skills
- Data capturing skills
- Interpersonal skills
- Communication skill
Duties & Responsibilities
- To optimise and effectively management the leads processes to drive sales.
- Engage telephonically with clients to understand their interest in the product.
- Track, create and analyse leads performance and generate weekly and monthly reports.
- Plan and manage the optimisation of leads performance and improve sales conversion rates.
- Must be able to identify opportunities to improve sales conversion with sales teams through gaining insights from the digital channel.
- Loaded and allocated confirmed leads to a sales agent to quote and close.
- Ensure that missing and outstanding information are proactively followed up with client directly or feedback regarding queries is directly communicated back to the client.
- Capture all data accurately on relevant systems according to agree upon SLA's
- Analyse data to understand root cause of errors that occur in the administration and leads qualifying process.
- Accurately capture client information, relevant actions and sales on the systems.
- Achieve set targets on production and quality.
- Adhere to compliance requirements in the sales process in line with legislative requirements.
- Where required, ensure that missing and outstanding information are proactively followed up with client directly or feedback regarding queries is directly communicated back to the client
- Escalate client queries to the relevant department or stakeholders.
- Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
- Build and maintain relationships with clients and internal and external stakeholders.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency
- Manage financial and other company resources under your control with due respect
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum
Competencies
- Examining Information
- Checking Things
- Producing Output
- Team Working
- Following Procedures
- Taking Action
- Meeting Timescales
- Managing Tasks
- Examining Information
- Checking Things
- Producing Output
- Team Working
- Following Procedures
- Taking Action
- Meeting Timescales
- Managing Tasks

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

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