Outbound Sales Agent

1 month ago

Constantia Kloof, South Africa AFFINITY HEALTH MEDICAL INSURANCE Full time

**Job Summary**
- Promote and sell our products telephonically.

**Key Performance Areas**
- Achieve Quality Sales Targets
- Generate Referrals
- Conclude Accurate Applications
- Fix Send backs (TWT) TAT
- Finalise Administration as per company standard requirements

**Key Tasks**

**Achieve Quality Sales Targets**
- Offer professional advice to clients
- Present product benefits
- Present product features and advantages
- Rebut clients’ objections
- Assess key risk factors
- Compile most beneficial solution for client
- Dissuade client if indicated and remove from task
- Cross-sell viable or alternative product if indicated
- Identify FICA requirements
- Grow pipeline on a monthly basic

**Generate Referrals**
- Request referrals per relevant scripts
- Log referrals to referral sheet

**Conclude Accurate Applications**
- Interpret jargon to aid clear client understanding
- Confirm a clear responses per compliance requirements, test for understanding
- Disposition calls accurately per official disposition codes and intent

**Fix Send backs (TWT) TAT**
- Open send backs from dashboard
- Assess validity of send back
- Action sends back based on assessment
- Call client to address and fix identified issues
- Client to be contacted within the given SLA time

**Finalise administration as per company standard requirements**
- Compile and submit periodic sales reports
- Follow up on outstanding documentation

**4.Other requirements**
- FAIS Compliant

**5.Physical activities**
- None

**6. When the job will be performed**
- Monday to Friday
- 08:00 - 17:00
- Occasional Saturdays

**7. Qualifications**
- Matric
- RE-5 (within DOFA constraints)
- NQF Listed Qualification (within DOFA constraints)
- Class of Business (within DOFA constraints)
- Product Specific (within DOFA constraints)
- Relevant CPD
- Post Graduate Diploma in Sales and Marketing or equivalent
- RE1

**9. Legal or Statutory Requirements**
- Clear criminal record

**10. Essential Experience**
- Minimum 1 year Call centre experience in an insurance environment

**11. Desirable Experience**
- Previous Sales experience
- Telesales/Call Centre experience/Cold Calling experience

**12. Knowledge and Skills**
- Compelling telephonic etiquette
- Verbal and written communication skills in English.
- Strong objection handling skills.
- Demonstrable negotiation skills
- Problem-solving skills

**14. Attributes**
- Self-motivated
- Punctual
- Self-disciplined
- Positive attitude
- Honest, Hardworking and Humble

**Experience**:

- Sales: 1 year (preferred)

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