Sales Consultant - Hippo Advisory Services

In brief

**Overview** This role is for a Sales Consultant within Hippo Advisory Services at Telesure Investment Holdings (TIH). The primary purpose is to engage in inbound or outbound policy sales, generate customer relationships based on leads and campaigns, and meet various Key Performance Indicators (KPIs). The consultant is responsible for connecting with customers, conducting needs analyses, proposing suitable solutions, and demonstrating a solid knowledge of products, their characteristics, and the market, with a focus on brand growth. **What you will do** * Make telephone calls to allocated customers to develop new relationships or serve as a first point of contact. * Interview customers using a complex multi-level sales script to clarify requirements, or assist in conducting interviews to collect client requirements, making detailed notes. * Set clear objectives for each sales call, use standard materials for presentations, and ask relevant questions to evaluate customer interest and identify areas needing further information. * Identify products or services that best meet customer needs, explain selections, and invite purchases at standard prices/terms. * Use personal expertise to propose quantities within standard operating systems, policies, and procedures, influencing customers to purchase solutions with the best benefits. * Develop a working knowledge of the organisation's policies, procedures, regulatory codes, and codes of conduct relevant to own work, adhering to mandatory procedures. * Schedule call backs and enter relevant information into the customer relationship management (CRM) system after each customer contact to create call plans and ensure quality data for retention and business development. * Prioritise personal workflow and ensure work is completed to required standards of productivity, quality, and timeliness, using performance management systems to improve personal performance to meet Service Level Agreements (SLAs). * Stay informed of current changes in internal policies, procedures, and external regulations, facilitated by the online training system and tracked by formal assessment. * Identify potential customers by obtaining information, referrals, and recommendations from existing customers. **Requirements (from the original advert)** * **Education:** * Grade 12/ SAQA Accredited Equivalent Essential * RE 5 and FAIS recognised qualification Advantageous * Diploma in Insurance or equivalent Advantageous * **Experience:** * 2-3 year telephonic sales experience Essential * Experience in Financial Services Industry Advantageous **Who should apply** The ideal candidate is someone with experience in telephonic sales, preferably within the financial services industry. They should possess a solid understanding of sales processes, customer relationship management, and product knowledge. This individual needs to be adept at conducting customer needs analyses, proposing solutions, and adhering to operational compliance standards. A focus on meeting performance targets (KPIs, SLAs), continuous learning regarding policies and regulations, and efficient data entry into CRM systems are essential. They should be driven to build customer relationships and contribute to brand growth. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sales-consultant-hippo-advisory-services-telesure-investment-holdings-tih Source: myjobmag

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• At least 2 years of experience.

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