What will you do? 
? Selling Insurance (car and household) telephonically 
? Achievement of sales targets and objectives 
? Adherence to Quality and Compliance processes to minimize business risk 
? Manage your quality & compliance against benchmarks to minimize business risk, with the 
client in mind 
? Maintain optimal operational efficiencies based on productivity measures 
? Adapt and change to fit in with changing business operational requirements 
? Resolve complaints and objections 
? Build and maintain good client relationships 
? Managing information regarding new products, rate changes, rulings, training updates etc. 
? Keep abreast of developments and trends in the Industry – self learning 
? Ensure commitment to the FAIS Fit & Proper qualification requirements
Qualification & experience 
? Grade 12 qualification 
? At least 1 years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to 
face sales experience (with targets attached to the sales) 
? Financial services experience (advantageous) 
? RE Exam Advantageous 
? 30 FAIS Credits – Advantageous (Short-term Insurance) 
Knowledge and skills 
? Good understanding of Financial Services Industry related legislation and regulation 
? Understanding of sales processes and servicing industry 
? Outbound Sales experience is required 
? Fluency in English and one other South African official language 
? A clear criminal and credit record 
? Commitment to the FAIS Act and meeting Fit & Proper qualification requirements 
? Willingness to work overtime.
Personal qualities
? Selling skills 
? Computer literacy 
? Communication 
? Planning and organizing 
? Building and maintaining relationships 
? Treating Customers Fairly 
? Initiative 
? Results Driven/Achievement orientated 
? Continuous learning 
? Tenacity 
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Energy at Work
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