In-house Sales Agent at Rand Mutual - RMA

Job description

JOB DETAILS

DEPARTMENT: Sales & Marketing

OCCUPATIONAL CATEGORY:Service and Sales Workers

FAIS : Yes

FAIS ACCREDITATION: RE 5 Required

PURPOSE: To generate revenue by retaining current customers and their dependants as well as maintaining existing member company’s business from both class IV and XIII.

JOB PROFILE

QUALIFICATIONS

• Grade 12
• NQF5 (FSB recognised qualification)
• FAIS accreditation RE5 (Advantageous)

EXPERIENCE

• Minimum of 1 years Sales experience
• Basic knowledge and work experience of the funeral and/or insurance environment

JOB COMPETENCIES:

• Communication
• Contributing to Team Success
• Decision Making
• Persuading skills
• Numerical skills
• Customer Focus
• Planning and Organising
• Good communication
• Relationship building
• Interpersonal skills
• Able to take initiative

JOB SKILLS:

• Sales skills
• Computer literacy: Basic MS Word, Excel, PowerPoint and Outlook
• Proven ability to interact with clients
• Excellent communication skills

CERTIFICATES

AREAS OF RESPONSIBILITY

• Develop sales opportunities by researching and identifying potential lapses; soliciting new
• accounts; building rapport; providing technical information, product presentation, and
• preparing quotations.
• Pull out report on dependants turning 21 and 25 to meet or exceed budgeted net gross margin requirements.
• Issue new policies within 90 days of first contact.
• Assist customers to extend cover either manually or through our web site as required.
• Communicate Cooling off periods, Debit order dates; and Premium waivers.
• Grow existing book by checking customer's buying history and offer Flips (upsell);
• suggesting related and new value added services/ products; explaining technical features.
• Maintain and improve quality results by following standards;
• Recommending improved solutions and aggregates as per TCF
• Update job knowledge by learning new categories of products RMA sells, including competitive analysis.
• Participate in educational opportunities both internal and external to maintain CPD as per FSB
• Accomplish department and organization goals by accepting ownership for accomplishing new and continuous improvement requests; exploring opportunities to add value to the position.
• Perform any ad hoc duties as and when required