Standard Bank Insurance Sales Consultant (HOC/HLP Outbound) Jobs in South Africa

Standard Bank Insurance Sales Consultant (HOC/HLP Outbound) Jobs in South Africa

Job Purpose

• To sell products in a Sales Contact Centre in accordance with business needs, facilitate the development of customer loyalty through customer relationship management and to consistently portray a corporate image.

• To establish and maintain excellent business relationships with underwriters, branches, internal and external customers and in the process provide a high level of satisfaction by giving effective quality service.

• Guides a potential customer to discover their specific needs and then offer the best possible solution to ensure their needs are fulfilled, exploring the conversation to identify cross selling opportunities.

• To ensure timeous and accurate validation and capture of policies and issue confirmations on new business written.

• Sales consultant should maintain contacts and build lasting relationships based on trust and integrity within the branch network to ensure that SBIB is a first point of contact.

• High regulatory FAIS Role.

Key Responsibilities/Accountabilities

• Sale of designated products in line with targets set through HOC and HLP campaigns, work in Pilot projects and the proactive response to positioned leads.

• Participation in ad hoc campaigns as determined from time to time by Contact Centre Management.

• Application of defined business processes in carrying out tasks and doing so in line with Sales Contact Centre best practice laid down by Contact Centre Management.

• Ensure all aspects of the sale have been discussed by completing the “checklist” accurately.

• Monitoring of personal performance relative to Sales Contact Centre productivity, call to quote ratios and sales made.

• Ensure favorable CEBS/NPS ratings by consistently promoting quality interactions with customers and prospective customers.

• Ensure that TCF principles are upheld and applied at all times.

• Personal development through involvement in mentorship, training and guidance provided by Team leader and Contact Centre Management.

• Ensure productivity requirements are adhered to.

• Meeting and exceeding sales targets.

• Ensure that customers understand the after sales requirements

• Ensure that products and services meet with the client’s requirements

Key responsibilities measure

• Sale of SBIS products and pilot projects in line with specific sales targets.

• A punctuality and attendance rating of 99%

• A data rating of 85%, and a data
completion rating of 100%.

• Team rating by internal customer/product of 9/10.

• Call audit rating of 95%

• Provision of daily feedback to Team leader.

• Overall CEBS/NPS rating of 9/47% for the Alternative Channels Outbound Call Centre

• A minimum score of 3/5 in development and mentorship

Key dimension of the job:

• Sale of products in Secured Lending Offerings Contact Centre

• Participation in daily feedback meetings with Team Leader

• Daily goal setting and planning around target and objectives

• Weekly performance review with Team Leader

• Participation in campaign reviews

• Knowledgeable in all aspects of the company that affects or influences the Sales Contact Centre and products sold

• Use initiative within limits or otherwise, keeping in mind the Customers` and company’s` needs.

• Escalation of problems that cannot be resolved by the Contact Centre Management


• Proactive planning on a daily, weekly and monthly basis to ensure that sales targets are met

• Leave/vacation planning an absolute necessity to avoid understaffing of the Contact Centre.

• Daily planning of breaks, meetings and training to ensure that Sales Contact Centre targets are met.

Decision making

• Ability to make immediate decisions without jeopardizing the Customer relationship and the company’s` integrity.

• Ability to provide premium discounts within the framework of decision making allowed by Contact Centre Management.

Minimum Qualification and Experience

• Matric with higher grades mathematics.

• Outbound Sales Contact Centre

• Certificate of Proficiency.(RE/FAIS)

• Product knowledge. (an advantage)

• Code of banking practice.

• Insurance background. (an advantage)

• Problem solving.

• Able to communicate at all levels.

How to Apply

  • For more information and job application details, see; Standard Bank Insurance Sales Consultant (HOC/HLP Outbound) Jobs in South Africa

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