Virtual Consultant Online X4

Virtual Consultant Online

Company: 1Life Insurance
Location: Gauteng
Date Posted: 2024/10/10
Job Type: Permanent
Positions Available: 4
Salary: Negotiable
Job Reference Number: TGS-424

About the Company

1Life is a licensed life insurer committed to transforming and improving South African life insurance through a customer-friendly, service-oriented, and well-informed approach. 1Life is a wholly owned subsidiary of Clientele Limited.

Job Description

As a Virtual Consultant, you will engage with customers through direct sales and relationship-building, ensuring their insurance needs are met with the best possible solutions.

Key Responsibilities:

• Customer Needs Clarification: Set clear objectives for each call, present tailored sales material, ask relevant questions, and perform financial needs analyses to ensure customer satisfaction.
• Sell Customer Propositions: Match the right products/services to customer needs and invite them to purchase at standard terms. Achieve sales, talk time, and other performance targets.
• Performance Management: Prioritize workflow, complete tasks to required standards, and improve personal performance through management systems.
• Customer Relationships Development: Build and maintain strong customer relationships, serving as the first point of contact and ensuring positive customer experiences.
• Sales Opportunities Creation: Identify potential customers via referrals and recommendations from existing clients.
• Operational Compliance: Follow organizational policies, regulatory codes, and mandatory procedures. Obtain authorization for any exceptions.
• Personal Capability Building: Continuously improve through formal and informal training, professional accreditation, and staying up-to-date with industry best practices.

Core Competencies:

• Communicates Effectively: Delivers clear communication that caters to the unique needs of different audiences.
• Instills Trust: Gains confidence through honesty, integrity, and authenticity.
• Ensures Accountability: Holds self and others accountable for meeting commitments.
• Manages Complexity: Solves problems by understanding complex issues and exploring multiple perspectives.
• Customer Focus: Builds strong relationships and delivers customer-centric solutions.

Job Requirements

• Education:
  • Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
  • RE5 Certification (Essential)
  • 120 FAIS Credits (NQF5) in Wealth Management (Essential)
  • Class of Business (COB) (Essential)
  • 120 FAIS Credits (NQF6) in Wealth Management, CFP, or equivalent (Advantageous)
  • Relevant Finance-related Degree/Diploma (Advantageous)

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This role offers the chance to be part of a dynamic team, delivering financial solutions in a customer-centric and innovative environment. If you are passionate about insurance sales and meeting customer needs, this position could be the right fit for you.