Outbound Sales Representative

SUMMARY:
Promote and sell Health products

POSITION INFO:

  Key Performance Areas

• Achieve Quality Sales Targets
• Generate Referrals
• Conclude Accurate Applications
• Fix Send backs (TWT) TAT
• Finalise Administration as per company standard requirements

  Key Tasks

Achieve Quality Sales Targets

• Offer professional advice to clients
• Present product benefits
• Present product features and advantages
• Rebut clients’ objections
• Assess key risk factors
• Compile most beneficial solution for client
• Dissuade client if indicated and remove from task
• Cross-sell viable or alternative product if indicated
• Capture client information on relevant application
• Identify FICA requirements
• Submit finalised application for quality assurance
• Grow pipeline on a monthly basis

Generate Referrals

• Request referrals per relevant scripts
• Log referrals to referral sheet

Conclude Accurate Applications

• Apply phonetic alphabets for all critical information
• Interpret jargon to aid clear client understanding
• Confirm a clear responses per compliance requirements, test for understanding
• Obtain FICA support documentation before submitting applications
• Request relevant support documentation before submitting applications
• Disposition calls accurately per official disposition codes and intent

Fix Send backs (TWT) TAT

• Open send backs from dashboard
• Assess validity of send back
• Action sends back based on assessment
• Call client to address and fix identified issues
• Submit fixed application to QA for final review
• Client to be contacted within the given SLA time

Finalise administration as per company standard requirements

• Attend to quote requests on email, telephonically and Apex
• Compile and submit periodic sales reports
• Follow up on outstanding documentation

  Other requirements

• FAIS Compliant

 Physical activities

• None

 When the job will be performed

• Monday to Friday
• 08:00 – 17:00
• Occasional Saturdays

  Where the job will be performed

• Constantia Branch

  Essential Qualifications

• Matric
• RE-5 (within DOFA constraints)
• NQF Listed Qualification (within DOFA constraints)

 Desirable Qualifications

• Class of Business (within DOFA constraints)
• Product Specific (within DOFA constraints)
• Relevant CPD
• Post Graduate Diploma in Sales and Marketing or equivalent
• RE1

 Legal or Statutory Requirements

• Clear criminal record

 Essential Experience

• Minimum 1 year Call centre experience in an insurance environment

 Desirable Experience

• Previous Sales experience
• Telesales/Call Centre experience/Cold Calling experience

 Knowledge and Skills

• Compelling telephonic etiquette
• Verbal and written communication skills in English.
• Strong objection handling skills.
• Demonstrable negotiation skills
• Problem-solving skills

Attributes

• Self-motivated
• Punctual
• Self-disciplined
• Positive attitude
• Honest, Hardworking and Humble