Sales Consultant

Telesure Investment Holdings TIH

Location
Johannesburg, Gauteng
Closing date

First listed . Last checked at source .

In brief

**Overview** This role as a Sales Consultant at Telesure Investment Holdings TIH focuses on inbound or outbound policy sales, driven by leads and campaigns. The purpose is to initiate customer relationships, meet various Key Performance Indicators (KPIs), connect with customers, conduct needs analysis, and propose suitable solutions. The position requires a solid knowledge of products, their characteristics, and the market, with an emphasis 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, potentially using a complex multi-level sales script, to clarify requirements or assist in collecting 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 address areas needing further information. * Identify and explain products or services that best meet customer needs, inviting purchases at standard terms and conditions. Propose quantities within standard operating systems, policies, and procedures, influencing customers with the best benefits and solutions. * Develop a working knowledge of organizational policies, procedures, regulatory codes, and codes of conduct relevant to your work, adhering to mandatory procedures. * Schedule callbacks and enter relevant information into the customer relationship management system after each customer contact to create call plans and ensure quality data for retention and business development. * Prioritize your own workflow, ensuring work meets required standards of productivity, quality, and timeliness, and use performance management systems to improve personal performance to meet Service Level Agreements (SLAs). * Stay informed about current changes in internal policies, procedures, and external regulations, utilizing online training and formal assessments. * Identify potential customers by obtaining information, referrals, and recommendations from existing customers. **Requirements (from the original advert)** * Education: Not specified * Experience: 2-3 years telephonic sales experience (Essential); Experience in Financial Services Industry (Advantageous). **Who should apply** The ideal candidate for this role should be capable of managing inbound or outbound policy sales, initiating customer relationships, and meeting KPIs. They should possess the ability to connect with customers, conduct needs analysis, and propose tailored solutions, supported by solid product and market knowledge and a focus on brand growth. The candidate should be proficient in telephonic sales, capable of following sales scripts, setting call objectives, and making presentations. They must be able to identify and effectively sell products that meet customer needs while adhering to organizational policies, procedures, and regulatory codes. Proficiency in using a Customer Relationship Management (CRM) system for data entry and call planning is necessary. The candidate should also be self-motivated, able to prioritize workflow, meet productivity and quality standards, and be committed to continuous learning regarding internal and external regulations. Essential experience includes 2-3 years in telephonic sales, with experience in the financial services industry being advantageous. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sales-consultant-telesure-investment-holdings-tih-48 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

At a glance

  • At least 2 years of experience.

Extracted automatically from the advert; confirm requirements on the original listing.

Job description

Job Purpose * Inbound or outbound policy sales, based on leads and campaigns. Initiate the customer relationship and meet various KPIs. Connect with the customer, conduct needs analysis and propose customer solutions. Needs 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 * Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to collect client requirements making detailed notes. * Set clear objectives for each sales call; use standard materials to make a presentation to the customer; and ask relevant questions 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. 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. Operational Compliance * Develop working knowledge of the organisation's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards. 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 organisation has quality data to enable effective customer retention and business development activities. 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 to meet SLA. 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. Sales Opportunities Creation * Identify potential customers by obtaining information, referrals, and recommendations from existing customers. Education Experience * 2-3 year telephonic sales experience Essential; Experience in Financial Services Industry Advantageous.

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