Sales Agent

2 weeks ago

Woodstock, South Africa The Lewis Group Full time

**Duties and responsibilities will include, but not be limited to**:

- Outbound insurance sales calls to prospective customers strictly according to the insurance script
- Offering insurance products to leads/referrals telephonically using a Script,
- Ensure fair treatment of customers, central to our culture and identify opportunities to improve product and service offerings, ensuring effective and professional service delivery,
- Proactively contribute to the customer experience, campaign performance and drive targets,
- Achieve own sales targets and objectives,
- Be a productive team player, who is efficient, works structured and focused,
- Adherence to Quality and Compliance processes/benchmarks to minimize business/conduct risk,
- Adapt and change to fit in with changing business operational requirements,
- To act professionally to ensure the interests of both the customer and Lewis are protected,
- Accurately record and maintain information regarding products sold, follow product/system procedures,
- Keep abreast of developments and trends in the financial services industry - self-learning,
- Fit and Proper on appointment and thereafter and ensuring compliance with FAIS Act and Policyholder protection rules/requirements,
- Commitment to learning, training, product knowledge, and call Centre operation/system requirements,
- Other relevant company, call centre agent, and FAIS representative duties
- **Competencies (Knowledge/Skills)**:

- Inbound & outbound insurance telephonic sales,
- Knowledge and understanding of applicable Acts and Regulations,
- Insurance product knowledge,
- Insurance sales & financial services,
- Sales and interpersonal skills,
- Language & reading skills, fluent in English,
- Other language skills - Sotho, Setswana, Sepedi, Xhosa, Zulu & Afrikaans
- Computer Literate in MS Office (Word, Excel and Outlook) and good typing skills
- Good organizational and effective communication skills
- Work under pressure and in a deadline / target-orientated environment,
- Attention to detail and strong problem-solving skills,
- Highly productive team player, who is efficient, works structured and focused,
- Fit and proper and integrity.

**Experience**:

- Minimum 6 months experience within an Insurance Sales Outbound Call Centre,
- Insurance / Financial Services sales experience,
- Life & Non-Life insurance experience,
- Proven track record achieving sales targets and efficiencies,

**Prerequisite**
- Minimum Grade 12 or a relevant NQF 4 qualification required,
- Recognized Sales / Marketing / Insurance Diploma/Degree preferred,
- FAIS Regulatory Exam (RE). RE5 for Representatives -preferred
- FAIS Fit and Proper on appointment (not debarred previously by an FSP) (a condition of employment)

Ability to commute/relocate:

- Woodstock, Western Cape: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

Work Location: In person

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