Insurance Administrator and Sales Lead
2 weeks ago
**Role Description**
**Responsibilities**
- Outbound insurance sales calls to clients. (Scripted advice)
- Delivering quality sales of financial products to meet campaign targets.
- Effective sales objective handling to maximise each sales opportunity.
- Accurately record and maintain information on call results and policy details.
- Engaging with all customers in a professional manner.
- Maintaining expert knowledge on specific products, sales processes, and systems.
- Identifying and escalating priority issues to team leaders.
- Ensure commitment to the FAIS Fit & Proper qualification requirements.
- Adhering to TCF principles and our client’s policies and processes.
- Understanding the Fidelity Services Group’s culture and behaving in a manner that reflects the culture.
**Competencies and Skills**
- Excellent communication and interpersonal skills, with the ability to quickly build rapport.
- Sales-oriented and results-driven.
- Able to work cooperatively with others on a team.
- Expresses oneself clearly in interactions with others.
- Takes responsibility for own performance.
- Ensures that one’s own work is complete and accurate.
- Computer literate (MS Office package).
**Qualifications and Experience (all non-negotiable)**
- Minimum qualification - NQF level 5 (Financial Services-related qualification will be an advantage).
- FAIS Regulatory Exam (RE5) for Representatives.
- Class of Business Long-term and Short-term (Personal Lines) will be an advantage
- Consent required for Date of First Appointment to check timelines and fit and proper deadlines
- Meet Regulatory Fit and Proper Requirements.
- A clear criminal and credit record.
- Experience in outbound sales of insurance products - minimum 2 years.
**_
**_ Fidelity Services Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate._
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