Sales Consultant - Insurance & Financial Services

About the role

Telesure Investment Holdings (TIH), the holding company of several South African financial service providers including insurers and a comparison platform, is hiring a Sales Consultant in Johannesburg. The role covers inbound or outbound policy sales based on leads and campaigns, initiating customer relationships and meeting KPIs. It requires solid product knowledge, market awareness and a focus on brand growth.

Key responsibilities

• Call allocated customers by telephone to build new relationships or act as first point of contact
• Set clear objectives for each call, present using standard materials and ask questions to gauge interest and identify areas needing more information
• Identify the products or services that best fit customer needs and propose quantities within standard operating systems and policies
• Explain the chosen options and influence the customer to buy the solution with the best benefits
• Follow the organisation's policies, procedures and regulatory codes of conduct
• Schedule callbacks and record details in the CRM system after each contact to support retention and business development
• Prioritise workflow, meet SLAs and use performance management systems to improve personal performance
• Stay up to date with internal policy changes and external regulations through the online training system
• Generate sales opportunities from information, referrals and recommendations from existing customers

Required profile

• General Education Certificate (Matric) or SAQA-accredited equivalent (essential)
• Regulatory Exam 5, depending on the DOFA date (essential)
• Full 150 STI credits, depending on the DOFA date (essential)
• Degree or diploma in business or marketing (advantageous)
• 1 year of call centre sales experience