Sales Consultant - Outbound (DBN)
Moladira Skills
Durban, KwaZulu Natal, South Africa
1d ago

Our client is the holding company of some of South Africa’s leading financial long and short term insurance providers. Their portfolio includes South Africa’s most loved and recognisable brands.

Which includes health insurance, provident fund and group life administration. Our Client is South Africa's first comparison website and compares insurance, other personal finance products, travel, health, money, travel, cars from a range of South African brands.

They are pioneers with a hunger for the best, bringing customer-focused innovation and service excellence to the financial services industry

Duties and Responsibilities

Customer Relationships Development

  • Make calls by telephone to customers to offer new products to existing client base.
  • Customer Needs Clarification Interview the customer, following a complex multi-level sales script, to clarify the customer'
  • s requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes.

    Sell Customer Propositions

  • Identify the products or services that best meet the customer's needs, 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.

    Operational Compliance

  • Develop working knowledge of the organization'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.
  • Customer Relationship Management (CRM) Data

  • Schedule callback 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 organization has quality data to enable effective customer retention and business development activities.
  • Performance Management

  • Prioritise own workflow and ensure work is completed to the required standards of quality and timeliness; use performance management systems to improve personal performance to meet SLA.
  • Personal Capability Building

  • 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.
  • Sales Opportunities Creation Identify potential customers by obtaining information, referrals, and recommendations from existing customers.


  • Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
  • Regulatory Exam 5 (Advantageous)
  • Wealth Management Qualification (Advantageous)
  • 2 or more years telephonic sales experience (Essential)
  • Experience in cold calling (Advantageous)
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