Upselling Agent

-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

The Upsell Sales Advisor is primarily responsible for all the telephonic sales with clients. The Upsell Sales team will need to ensure that individual sales and team budgets are met. This role requires engagement with clients on an ongoing basis, understanding the clients' needs by conducting a thorough needs analysis and educating the client in relation to their policy.
Requirements
- Matric/Grade 12
- FAIS Credits and/or a suitable tertiary qualification
- Previous sales experience is essential
- A successful track record
Duties & Responsibilities
- Converting leads/quotes to sales in terms of the minimum quantity and quality targets that are in place including, but not limited to:Minimum monthly premium written
- Average premium value
- Nett conversion ratio of quotes to sales
- Policy quality target
- Cancellation ratio
- Meet daily, weekly and monthly quote and sales targets
- Complete all documentation for a sale
- Adhere to Underwriting Guidelines
- Adhere to Sales Process timelines and requirements
- Ensure all documentation related to the sale are provided by the client
- Keep up to date and fully informed on product comparisons of opposition products
Competencies
- Deciding and Initiating action
- Working with people
- Adhering to principles and values
- Relating and Networking
- Persuading and Influencing
- Presenting and Communicating information
- Analysing
- Planning and Organising
- Delivering Results and meeting customer expectations
- Adapting and responding to change
- Coping with pressure and setbacks
- Achieving personal work goals and objectives
- Sales Orientated
- Taking initiative and tenacity

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.