Position Description

Title: Telesales and Retentions Consultant
Location: Fourways

Position Purpose:

Our client, based in Fourways, whom are in the Insurance industry, are seeking a TELESALES AND RETENTIONS CONSULTANT to join their team to assist in dealing with client queries and complaints on all levels in a competent, efficient and professional way, in accordance with the quality standards that are in place and in accordance with the client’s values

Minimum Requirements:

• RE5 Certificate
• At least one year’s experience selling Short Term Insurance, Life products and/or Banking Products
• Must have experience in Microsoft outlook and Excel and preferably Xplan CRM package
• Must have ability to meet deadlines and keep work up to date

Duties and Responsibilities and Performance Outcomes:

Telesales

• Arrange Virtual Zoom or Team meetings for Advisors
• Arrange client reviews, update review dates, create TASKS on the CRM Package.
• Cross selling on existing database – Use a script to present information and explain available products
• Convert leads to sales – looking for opportunities to bring on new clients
• Explain products and prices, and answer questions from customers. Handle and overcome objections
• Capture new leads/clients on the CRM package
• Following up on quotations and consents issued
• Follow up on Campaigns and In-house servicing

Business Retention

• Capture arrear premiums and follow up for payments
• Contacting clients with arrear premiums and focusing on keeping retention levels at or above target (Lapse ratios are not to exceed 10%).
• Meet targets set
• Ensure FAIS and FICA standards are adhered to when dealing with customer calls and correspondence.
• Update customer details and communication on customer debtor system (CDS).
• Ensure quality of calls are in line with service level agreements (SLA's).

Package on Offer:

• Basic salary highly negotiable based on qualifications and experience
• Commission
• Attendance Bonus