Short - Term Insurance Sales Consultant (Hippo Comparative Services)

Responsibilities

• Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
• Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements.
• Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
• Sell customer propositions by identifying the products or services that best meet the customer's stated needs, explaining the selection to the customer, and inviting the customer to make a purchase at the standard price/terms and conditions of sale.
• 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 organisation'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.
• Schedule call back and enter relevant information into the customer relationship management system after each contact with a customer to create a call plan and to ensure that the organisation has quality data to enable effective customer retention and business development activities.
• Prioritise own workflow and ensure work is completed to the required standards of productivity, 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 is facilitated by the online training system and tracked by a formal assessment.
• Identify potential customers by obtaining information, referrals, and recommendations from existing customers.

Requirements

• Grade 12/ SAQA Accredited Equivalent (Essential)
• Short-term Insurance Certificate (NQF4) (Essential)
• FAIS and RE5 qualification (Advantageous)
• 2-3 year telephonic sales experience (Essential)
• Experience in Financial Services Industry (Advantageous)