Promotes and sells Insurance products to maximise sales by providing existing and potential customers with expert assistance and by offering a high level of customer service. Generates leads electronically and manually to achieve set sales targets. Responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship.

Promote and sell insurance products to current and prospective customers
Upsell to existing policy holders
Verifies the customer prior to divulging any personal details for security purposes, understanding reasons for disclosure under both FAIS and FICA
Explain product and contract to the customer
Ensure up to date with latest product and related information
Provides quality service to customers by ensuring accuracy in recording of data
Provides accurate product information to clients in line with standards and protocols
Ensures the quality of service exceeds customer expectations and establish constructive relationships with client base
Adhere to quality standards
Adhere to FAIS act at all times
Control sales workflow, and contact new leads and obtain necessary information and documentation
Present quotes to potential clients and ensure quote information is correct before presenting to client
Prepare and process quotes on the relevant system
Provide professional and accurate advice on cover, exclusions, terms and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy
Ensure that documentation is correctly completed and follow up on outstanding documentation
Follow up on quotations already produced and not yet accepted by clients
Ensure monthly sales targets are met or exceeded
Handle relevant queries when necessary
Support, actively participate and contribute towards team initiatives and any new departmental strategies
Keep up with market trends within the insurance industry and be aware of competitors’ products/ offerings
Conducting client needs analysis and providing quotations
Following up on leads and servicing existing members
Compiling reports on sales activities
Customer relations
Convert quotations to sales, in line with the minimum monthly targets

Matric or equivalent
2 – 3 years’ related experience (Sales, Call Centre, etc)
Outbound sales experience preferable
FAIS accredited OR sufficient time from DOFA to complete
Registered as a representative with the FSB in terms of the FAIS Act
RE05 (preferable)
Multilingual (preferable)

Desired Skills:

  • Sales
  • Regulatory Exams
  • FAIS Credits
  • target driven

Desired Qualification Level:

  • Diploma

About The Employer:

SA Taxi is the first financial service provider to focus solely on the taxi industry. We finance entrepreneurs who operate minibus taxis and may not otherwise have access to credit from traditional banks.

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