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  • Posted: Mar 9, 2022
    Deadline: Not specified
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    Telesure Investment Holdings (Pty) Ltd (TIH) is the holding company of some of South Africas leading and innovative financial institutions. These financial institutions are licensed to provide financial products and/or services ranging from short-term, long-term and health insurance as well as a comparison and investment platforms. Our origins go back to ...
    Read more about this company

     

    Inbound Sales Consultant

    Introduction    
    The purpose of this role is to achieve sales through effective contact management and maintain high quality standards to ensure long-term relationships with customers, driven through the comprehensive needs based assessment and advice.

    Specification    
    Customer Needs Clarification

    • Set clear objectives for each sales call; tailor standard materials to make presentations to decision makers; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

    Sell Customer Propositions

    • Identify the products or services that best meet the customer's stated needs, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
    • Options include sale of investment products such as lump sum/recurring.

    Sales Opportunities Creation

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

    Operational Compliance

    • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

    Requirements    
    General Education

    • Matric / Grade 12 or SAQA Accredited Equivalent (Essential); 120 FAIS Credits
    • (NQF5) in Wealth management (Essential); RE5 (Essential); 120 FAIS (NQF6) inWealth management/ CFP/ equivalent (Advantageous); A relevant Finance related degree / diploma (Advantageous)

    General Experience

    • 2 or more years Life Insurance experience (Essential); 2 year or more years Call
    • Centre sales experience (Advantageous)

    Closing Date: 31st, March 2022

    Method of Application

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