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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 ...
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JOB PURPOSE
Inbound or outbound policy sales, based on contacts and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose solutions and benefits to the customer. Need a solid knowledge of products, their characteristics, and market as well as focus on growth of the brand.
Responsibilities
Customer Relationships Development
Make calls by telephone to allocated customers to develop new relationships or as a first point of contact.
Customer Needs Clarification
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision makers and influencers within the customer organization; 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 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.
Performance Management
Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance. Ensure that business targets are met.
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.
Customer Relationship Management (CRM) Data
Schedule call back 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.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations/positive feedback from existing customers. Identify opportunities to recognize and know your customer for staff latitude.
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. Keep up to date with business products and keep abreast of changes in the insurance industry, including competitor products.
TECHNICAL COMPETENCIES
Direct Sales
Works with guidance to maximize the volume and value of direct sales
Verbal and written Communication
Computer And System Skills
Support business processes by understanding and effectively using standard office equipment and standard software packages. Proficient in MS Office.; AS 400.; Apollo.; IEX.; Datanet Dialer.
Action Planning and work scheduling
Works with guidance to develop appropriate plans or perform necessary actions based on recommendations, requirements and achieve performance targets by optimizing work scheduling.
Customer and Market Analysis
Conduct research and analyzes data with guidance in order to develop a comprehensive understanding of customer and market conditions that enables maximum return on investments. Knowledge of competitors.
EDUCATION
General Education
Experience
General Experience
JOB PURPOSE
Implements and executes the assessment selection and development framework and policies. Works with the business to understand hiring and development needs, and responsible for management of the full assessment portfolio for selection and development.
Responsibilities
Assessment Centre Management
Contribute to the creation of assessment centres; tailor and validate pre-existing assessment exercises; draft and validate new content as directed; prepare documentation; train assessors to engage candidates, record and interpret assessment observations, and provide appropriate feedback to line management.
Assessment Profiling
Create assessment profiles for all roles; engage with hiring managers to clarify the scope of the role, develop a role profile, and create a candidate specification.
Individual Candidate Assessment
Assess candidates and provide feedback into the selection process; observe assessment activities administer psychometric assessments or work simulations; evaluate assessment evidence against recruitment or promotion criteria.
Regulatory & Compliance Management
Carry out a wide range of compliance monitoring activities and give basic advice on compliance and regulatory requirements relating to psychometric assessment usage.
Assessment Data Management
Carry out complex assessment data processing tasks; advise colleagues when needed and use expertise to help improve data collection tools and administration processes.
HR Data Analytics and Insights
Deliver complex analyses of assessment data; identify key trends and contribute to the creation of talent insights that enable the diagnosis of business issues, enhancement of employee engagement, and/or improvement of business performance.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an in-depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Administration
Work on complex administrative processes and databases to develop and test administrative procedures with various Psychometric Assessment Service Providers.
Project Management
Manage a portfolio of projects while reporting to senior colleagues in line with Talent Management Strategy and business objectives.
Internal Client Relationship Management
Contribute to the management of partnering relationships with internal clients, building effective working relationships, and providing high-quality professional services to support in delivering business strategy and plans.
BEHAVIORAL COMPETENCIES
Communicates Effectively
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, listens attentively and takes an interest. Keeps others well informed; conveys information clearly, concisely, and professionally when speaking or writing.
Business Insight
Applies knowledge of business and the marketplace to advance the organization's goals. For example, clearly understands how own activities relate to critical business drivers. Monitors business news and market changes for impact on the business or on own expertise area; uses this to shape decisions.
Attracts Top Talent
Attracts and selects the best talent to meet current and future business needs. For example, refers and recruits highly qualified people. Considers their qualifications, skills, experience, interests, and goals to make highly accurate evaluations of job and organizational fit.
Decision Quality
Makes good and timely decisions that keep the organization moving forward. For example, knows when to act independently and when to escalate issues. Integrates various inputs, decision criteria, and trade-offs to make effective decisions. Typically makes good independent decisions.
Optimizes Work Processes
Knows the most effective and efficient processes to get things done, with a focus on continuous improvement. For example, uses metrics and benchmarks to monitor accuracy and quality. Takes steps to make methods productive and efficient. Promptly and effectively addresses process breakdowns.
Develops Talent
Develops people to meet both their career goals and the organization's goals. For example, consistently shares ideas, insight, and best practices to help people reach their development goals and achieve optimal results. Shares targeted feedback in a prompt, constructive, and encouraging manner.
Being Resilient
Rebounds from setbacks and adversity when facing difficult situations. For example, has excellent composure and professionalism, even in very difficult situations; acts as a steadying force or role model for others. Skilfully overcomes obstacles, learns from failures, and uses these lessons to improve subsequent efforts.
Values Differences
Recognizes the value that different perspectives and cultures bring to an organization. For example, confronts stereotyping and offensive comments promptly. Consistently behaves with great sensitivity toward differences in cultural norms, expectations, and ways of communicating.
Situational Adaptability
Adapts approach and demeanor in real time to match the shifting demands of different situations. For example, takes steps to adapt to changing needs, conditions, priorities, or opportunities. Understands the cues that suggest a change in approach is needed; adopts new behaviors accordingly.
Interpersonal Savvy
Relates openly and comfortably with diverse groups of people. For example, recognizes even subtle social cues and nimbly responds to others' needs and preferences. Helps to defuse difficult interpersonal situations by showing high levels of tact, sensitivity, and consideration. Builds rapport with ease.
Skills
Verbal Communication
Apply comprehensive knowledge to use clear and effective verbal communication skills to express ideas, request actions and formulate plans or policies.
Data Collection and analysis
Analyze data trends for use in reports to help guide decision making.
Planning and Organizing
Plan, organize, prioritize and oversee activities to efficiently meet business objectives.
Assessment
Analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
Resourcing and Workforce Planning
Provide technical guidance when required to ensure the organization can recruit people with the skills it needs to achieve competitive advantage. Balance resources in order to meet short-term and long-term strategic goals.
Learning and Talent Development
Motivate all employees to learn, grow and develop so that they can obtain the knowledge and experience they need to help the organization reach its goals.
Action Planning
Develop appropriate plans or perform necessary actions based on recommendations and requirements.
Review and Reporting
Review and create relevant, lucid and effective reports.
Presentation Skills
Communicate with other people and speak in a clear, concise and compelling manner.
Data Management
Acquire, organize, protect and process data to fulfill business objectives.
Compliance
Provide technical guidance when required on achieving full compliance with applicable rules and regulations in management and/or operations. HPCSA Registration
TOOLS
Psychometric Assessment Tools
Accreditation in all TIH assessments, including: CPP; WRISc; SHL PAA Practitioner and MQ.; Mandatory requirement: Experience in report writing and integrating several assessments into an overall report.; Advantageous: report writing experience on an integrated assessment system/platform
EDUCATION
General Education
Experience
General Experience
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