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Branch Consultants
Hollard - Various Areas, Nationwide
Closing date yi 31 ka March 2020
Regrettably, this position has been removed.
Purpose
- We have various opportunities in locations around the country.
- Apply today and let’s find the right location for you!
- To promote and sell financial services and insurance products to prospective customers, and to service walk-in customers efficiently and responsibly.
Requirements
- Matric
- Relevant Diploma
- RE an added advantage an added advantage
- Minimum of 2 - 4 years retail experience in a well-established brand
- 2 years call centre experience in sales or customer service environment
- Financial services experience preferable
Skills & Competencies
- Computer Literacy in MS Office and Intermediate Excel
- Insurance Industry understanding
- PC Knowledge (Windows essential) – Word, Excel an advantage
- Proven track record of driving sales and stock management
- Planning and implementation of promotional activities – Branch based and national
- People skills
- Listening Skills being able to interpret words spoken/being able to listen between the lines, not interrupting customers
- Flexibility – show positive response to change
- Must be a fast learner and able to work under extreme pressure
- Customer focused – Needs to understand and respond effectively to customer needs and offer polite and efficient service at all times
- Results oriented – Needs to know what is required and take appropriate action
Responsibilities
Sales:
- To effectively sell life assurance products at branch level
- To use appropriate interpersonal styles and communication methods to gain acceptance of our products from walk in prospects
- To accurately identify insurance needs by asking effective questions and listening attentively
- Match benefits accordingly and demonstrate how a product satisfies the needs
- Gain commitment to recommended action around buying an insurance product
- To handle objections and overcome them with ease
- Develop sales strategies to compete with other individuals or companies who sell insurance
- Explain features, advantages of policies and/ products to promote a sale
- Perform administrative tasks, such as maintaining records of potential clients
- Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients
- Ensure that the targets are met
- Data Capture new business for various portfolios on MIP and check all information to ensure accuracy
- Contact clients on incomplete new business and records daily stats
Customer Service:
- To service all walk in customers end to end and ensure customer satisfaction
- Action all customer requests and retain existing customers by identifying cross sell and upsell opportunities
- Assist clients face to face with end to end policy administration
- Updating and changing data relating to each policy on the system
- Full and accurate assessment of all maintenance requests within scope, in terms of policy processes and procedures
- Maintaining clear and consistent communication with internal & external parties regarding maintenance of policies and requirements thereof
- Follow up on outstanding requirements with internal & external parties
- Maintaining professional verbal and written communication with customers (internal and external)
- To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction
- Customer service delivery according to the specification of the branch
- Fostering a service delivery culture within the branch
- Attend to the needs of walk in clients requests, process required changes, and ensure that all necessary forms are fully completed, signed and indexed
- Update daily stats of walk in clients and provide weekly/monthly reports
- Capture returned mail on MIP, contact the clients, update notes and activate the changes and update the spread sheet
- Data Capture new business for various portfolios on MIP and check all information to ensure accuracy
- Full knowledge, understanding and ability to accurately, scan, index and allocate mail on workflow within SLA time
- Complete all active workflows within SLA time