Telemarketer X6

**PURPOSE OF THE POSITION AND KEY RESPONSIBILITIES**

Telemarketer will be required to market Scorpion products using the facilities (i.e., telephone, system etc) and the leads provided from different sources e.g., online, print and television media. These leads should be marketed in such a way that quality, convertible proposals are sent to the relevant department to be captured and approved as Scorpion policies.

**Key Responsibilities include, but are not limited to**:
**Understanding and Managing their targets - 1. E**nsure that he / she understands the company monthly sales targets for the department for both Legal and Funeral, this is important since the Telemarketer should work with Management to not only achieve their personal targets but also that of the company.

**2. **Ensure that targets are met including own weekly / monthly target that the respective Team Leaders have set. Should be able to calculate how many sales / proposals a day he / she needs (with the help of his/ her team leader) to attain in order to reach the not only their personal target but also the company target

**3. **The target that has been set must be reasonable, possible and practical - (in other words - the Telemarketer should make sure that targets are set per week for the whole commission run month and not just send a big target for a week or two when reinstatements are received). For example (These targets must be practical in the sense that if the trend is to get 50 sales per week for example, then the Telemarketer should not set a target of 200 that is not achievable)

**Marketing of leads ("selling" of our product)
- **The telemarketer should market our product to protentional members to persuade potential members to join Scorpion by:
- **a. **using the prescribed script to better target the needs and interest of the potential member for him or her to decide ito the product and or policy type they need;
b. using the resources/tools supplied by Scorpion to only market our products and not any other product.

c. being clear in explaining our products, benefits (i.e. accidental death etc) and exclusions to ensure that the prospective member knows what product they will join;
d. properly/ correctly with the required detail answer questions from protentional members ito queries raised about our products.

e. ensure to obtain member information such as name, address, premium, etc in order to capture a new proposal. Minimal to no incorrect and or incomplete information for proposals should be at hand.

f. ensure that the proper, correct information are captured to promote successful deduction, i.e. correct banking details and deduction date etc;
g. ensure that the required disclaimers are being made as per the script, zero deviations.

h. ensure that each "sales" call is summarised at the end of the call to address final queries of prospective members and to make sure that all required information has been given to the prospective member and that all the required disclaimers have been made.

Maintenance of Call Centre

**Dynamics and reporting - **Ensure adherence to individual and departmental performance requirements through collaboration, regular assessments, speed and accuracy, submission of daily and/or monthly reports.

**Performing tasks by ensuring a high level of quality and accuracy should be at an optimal level -**

**1**. The telemarketer should in their dealings with prospective and or current members be transparent and honest. The telemarketer should perform their duties with the utmost of care by treating our clients fairly, i.e. with respect.

2. Telemarketer must always use the prescribed script in marketing our products, 0% deviations;
3. Telemarketer may use selling techniques to ensure optimal proposals but does not result in forced selling or rushing through leads to get to an easier lead.

4. No deviations must be noted in preferring some leads over others, all leads must be treated equally important especially the leads that the company pays for (i.e. Digital leads)

5. The Telemarketer should make the required disclosures:
- a) do not provide any financial advice or services that they are not authorised to provide. This includes but not limited to:

- proposing, recommending, or guiding the potential member with respect to choosing a particular product and or cover
- conducting a financial needs analysis on the personal circumstances of potential or existing policy holders as contemplated in the FAIS Act or any other related act or regulatory notice.

6. The Telemarketer should strive to keep the Final Deduction Code (FDC) and/or Claw-Backs at a mínimal by obtaining and accurately completing the required detail.

**Minimising members/ potential member complaints - 1. **The telemarketer should always communicate respectfully and politely with potential members to avoid possible complaints.

2. The telemarketer should immediately refer possible complaints to his/ her team leader/ management for qualit