Sales Consultant (Funeral)

Job Title: Sales Consultant (Funeral)
Company: 1Life Insurance
Location: Gauteng, South Africa
Job Type: Permanent
Positions Available: 4
Reference Number: S0044115

Company Overview:
1Life Insurance, a licensed life insurer and wholly owned subsidiary of Clientele Limited, is committed to transforming the South African life insurance landscape by making it more customer-friendly, service-oriented, and educational. The company focuses on improving the lives of its customers and employees through high-quality, reliable service.

Job Description:
As a Sales Consultant (Funeral) at 1Life Insurance, you will be responsible for building and maintaining customer relationships, identifying sales opportunities, and promoting funeral insurance products to potential and existing clients. This role emphasizes telephonic sales, customer service, and compliance with organizational standards.

Key Responsibilities:

1. Customer Relationships Development:
   • Conduct calls to existing customers to offer new products and services.
2. Customer Needs Clarification:
   • Interview customers using a multi-level sales script to understand their requirements and make detailed notes for future reference.
3. Sell Customer Propositions:
   • Identify suitable products/services that meet customer needs and influence them to purchase by explaining the benefits and solutions offered.
4. Operational Compliance:
   • Adhere to the organization’s policies, procedures, and regulatory codes to ensure that work meets the required standards.
5. Customer Relationship Management (CRM) Data:
   • Update the CRM system with relevant customer information after each contact to maintain quality data for business development activities.
6. Performance Management:
   • Manage and prioritize workflow to meet performance standards and use performance management systems to enhance personal effectiveness.
7. Personal Capability Building:
   • Stay updated on changes in internal policies, procedures, and industry regulations through online training and formal assessments.
8. Sales Opportunities Creation:
   • Identify potential customers through referrals and recommendations from existing clients.

Behavioral Competencies:

• Customer Focus: Builds strong customer relationships and provides solutions that are centered around their needs.
• Being Resilient: Maintains professionalism in challenging situations and learns from setbacks.
• Situational Adaptability: Adapts to changing circumstances with flexibility and responsiveness.
• Interpersonal Savvy: Engages comfortably with diverse individuals and manages interpersonal situations tactfully.
• Instills Trust: Demonstrates integrity, honesty, and reliability in all interactions.
• Ensures Accountability: Takes responsibility for personal work and meets commitments.
• Persuades: Effectively uses arguments and evidence to gain support and achieve consensus.
• Communicates Effectively: Shares information clearly, considering the needs of different audiences.
• Plans and Aligns: Prioritizes tasks and coordinates efficiently to meet organizational goals.
• Manages Conflict: Handles conflicts constructively, seeking agreement and resolution.
• Action Oriented: Takes initiative and approaches challenges with enthusiasm.
• Drives Results: Consistently works towards achieving outstanding results, even under challenging conditions.

Skills:

• Direct Sales: Ability to maximize sales volumes and values with guidance.
• Verbal and Written Communication: Clear and effective communication skills, both spoken and written.
• Computer Skills: Proficiency in standard office equipment and software, including Microsoft Office Suite.
• Action Planning and Work Scheduling: Ability to plan and schedule work to achieve performance targets.
• Writing Skills: Skilled in expressing ideas and formulating plans or policies clearly in writing.

Tools:

• Telephone system (Avaya).

Job Requirements:

• Education:
  • Must be within DOFA date.
  • Matric / Grade 12 or SAQA Accredited Equivalent (Essential).
  • Regulatory Exam 5 (Advantageous).
  • 120 FAIS Credits (Advantageous).
• Experience:
  • 2+ years of telephonic sales experience (Essential).
  • Experience in cold calling (Advantageous).

Additional Information:
Applicants must provide certified evidence that their qualifications meet the required NQF level for this role. Compliance with FSCA requirements, including recognized qualifications, regulatory examinations, and CPD, is mandatory. By applying, candidates consent to the verification of their qualifications and confirm their efforts to meet competency standards.

This role offers an opportunity to be part of a dynamic sales team, engaging with clients, driving sales, and contributing to the company’s mission of transforming the insurance industry.

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