Insurance Sales Consultant At Sa Taxi Development Finance
Sa Taxi Development Finance
Gauteng, South Africa
3d ago
source : findojobs-za

Insurance Sales Consultant at SA Taxi Development Finance SA Taxi Development Finance Permanent Junior position Posted 30 Nov 2021 by SA Taxi Development Finance In line with the SA Taxi's commitment to diversifying its workforce, preference will be given to suitable candidates from designated groups.

People with disabilities are welcome to apply. Main PurposePromotes and sells Insurance products to maximise sales by providing existing and potential customers with expert assistance and by offering a high level of customer service.

Generates leads electronically and manually to achieve set sales targets.Responsible for a combination of sales and customer service, both pro-active and re-active, including nurturing of existing client relationships.

Accountabilities Promote and sells Insurance products to current and prospective customers Upsell to existing policy holders Verifies the customer prior to divulging any personal details for security purposes, understanding reasons for disclosure under both FAIS and FICA Explain product and contact the customer Ensure up to date with latest product and related information Provide quality service to customers, by ensuring accuracy in recording data Provide accurate product information to clients in line with standards and protocols Ensure the quality of service exceeds customer expectations and establish constructive relationships with client base Adhere to quality standards Always adhere to FAIS act Control safe workflow, and contact new leads and obtain necessary information and documentation Present quotes to potential clients and ensure quote information is correct before presenting to client Prepare and process quotes on the relevant system Provide professional and accurate advice on cover, exclusions, terms and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy Ensure that documentation is correctly completed and follow up on outstanding documentation Follow up on quotations already produced and not yet accepted by clients Ensure monthly sales targets are met or exceeded Handle relevant queries when necessary Support, actively participate and contribute towards team initiatives and any new departmental strategy Keep up with market trends within the insurance industry and be aware of competitors products / offerings Conducting client's needs analysis and providing quotations Compiling reports on sales activities Customer relations Convert quotations to sales, in line with the minimum monthly targets Ensure successful Prorate and recurring collection instructions are submitted Ensure successful collection on inception of sale Be a "brand ambassador" that represents the company's brand and values.

Ensure that all sales made are of excellent and reputable quality Skills / Experience Required Matric or equivalent 2 - 3 years relevant experience (Sales, Call Centre, etc) Outbound sales experience preferable FAIS accredited or sufficient time from DOFA to complete Registered as a representative with the FSB in terms of the FAIS Act Documenting facts Examining information Interacting with people Articulating information Convey self-confidence Thinking positively Inviting feedback Taking action Following procedures Strong negotiating and selling skills.

Be well-groomed and presentable. Have excellent people skills and intuitive to client's needs. Be fully bilingual (with a third African language being beneficial).

Giving professional presentations. Not buckling under pressure and be very target driven. Being computer literate in software such as Microsoft Word / Excel.

Being calm when dealing with customer complaints and issues. Working well as part of a bigger sales team but also be able to deliver and work independently Desired Skills : Insurance FAIS Regulatory Exams Desired Work Experience : 2 to 5 years Financial Advisory & Consulting Service 2 to 5 years Short Term / Life / Medical Insurance Broking Desired Qualification Level : Grade 12 / Matric About The Employer : SA Taxi is the first financial service provider to focus solely on the taxi industry.

We finance entrepreneurs who operate minibus taxis and may not otherwise have access to credit from traditional banks. Receive a daily digest of all new jobs matching this job.

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