Insurance Call Centre Sales Agent

7 days ago

Rivonia, South Africa RJPersonnel Full time

1year
- Telephonically contact allocated customers to develop new relationships or either as the first point of contact.
- Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer, and ask relevant questions to evaluate the customer's level of interest and identify and respond to areas requiring further information or explanation.
- Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems, policies, and procedures.
- Explain the selection to the customer, influence the customer to make a purchase with the best benefits and solutions to meet customer needs.
- Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.
- Create a call plan to ensure that the organization has quality data to enable effective customer retention and business development activities.
- Prioritize own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.
- Keep abreast with current changes in internal policies and procedures, external regulations which are facilitated by the online training system and tracked by a formal assessment.
- Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

**Qualifications and Experience**:

- Matric Certificate (Essential)
- SAQA Accredited Equivalent (Essential)
- Regulatory Exam 5 (Advantageous)
- Minimum of 1 year Call Centre Sales Experience (Essential)
- Minimum of 1-year Long-term insurance Sales Experience (Essential)

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