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Call Centre Agent with RE5 - Fourways

Telesales Consultant with RE5 (POS24157)

Salary + Commission + attendance bonus

Fourways

Requirements:

  • Must be well-spoken and target driven
  • RE 5 Certificate
  • At least one years experience selling Short Term Insurance, Life products and/or Banking Products
  • Ensure FAIS and FICA standards are adhered to when dealing with customer calls and correspondence. Update customer details and communication on customer debtor system (CDS). Ensure quality of calls in line with service level agreements (SLA's).
  • Good customer care skills
  • Must have experience in Microsoft outlook and excel and preferably Xplan CRM package
  • Must be able to work from home VIRTUAL
  • Must have ability to meet deadlines and keep work up to date

Duties:

  • Arrange Virtual Zoom or Team meetings for Advisors
  • Arrange client reviews, update review dates, create TASKS on the CRM Package.
  • Cross selling on the existing database Use a script to present information and explain available product
  • Convert leads to sales - Looking for opportunities to bring on new clients Explain products and prices, and answer questions from customers.
  • Capture new leads/clients on the CRM package
  • Following up on quotations and consents issued
  • Follow up on Campaigns & In-house servicing
  • Explain products - Handle and overcome objections

Closing Date: 17 May 2024

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