Website 1 Life Insurance
1Life Insurance, South Africa’s #1 direct life insurer*, is on a mission to change lives for the better. Our insurance products, content & tools will help you take the first step towards building generational wealth today, ensuring a better life for your family tomorrow. Auto and General Park 1 Telesure Lane Riverglen Dainfern 2191
RESPONSIBILITIES
Customer Relationships Development
Make calls by telephone to allocated customers to develop new relationships or either as a first point of contact.
Customer Needs Clarification
Set clear objectives for each sales call or meeting; 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 needs, 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 callback 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 organization 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 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
General Education
Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Essential);
Wealth Management Qualification (Advantageous)
EXPERIENCE
General Experience
2 or more years telephonic sales experience (Essential)
Apply via company website ( www.nfosa.co.za ) or
1life.mcidirecthire.com