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JOB SPECIFICATION - ACTIVE VACANCY


Overview of Role

A vacancy has arisen for a Sales Consultant within the Non-Life Insurance industry at our Contact Centre in
Cape Town. The candidate should be of a strong personality with a passion for client services, excel in
attention to detail, and aim to exceed expectations. We are looking for a team player who can operate well
under pressure and embrace Treating Customers Fairly principles.

Responsibilities

Responsibilities and duties will include but are not limited to:

  •   To ensure timeous actioning of leads and conversion of leads into Sales as per the Daily/Monthly
  • targets
  •  To ensure quality of calls (introduction, product knowledge, compliance)
  •  To ensure that feedback on lead and sales outcomes are given timeously to key stakeholders
  •  Report daily as well as monthly on progress, including measurements and actual performance against
  • approved Plan
  •  Adherence to standardised processes within the Department
  •  Implement measurements to identify gaps in the processes, and conduct a root cause analysis of the
  • gaps
  •  Implement agreed countermeasures and action plans to ultimately close the gaps
  •  Establish and maintain relationships with all relevant stakeholders


Qualification

Minimum NQF4 qualification; be FAIS compliant

Regulatory Exam – Representative

Matric

Up to date on CPD hours (for previous and current FSCA cycle)

Up to date on Class of Business training (Personal and Commercial Lines)

Product Specific Training

 

A copy of all supporting documentation must accompany your application.


Experience

Have a minimum of 2 years’ Non-Life Sales experience in a Contact Centre environment with a proven
track record in successfully selling Motor Only Insurance is a prerequisite for this position.

Currently be a Representative on a Reps Register (not under supervision) for Subcategories 1.2
Personal Lines Insurance and 1.6 Commercial Lines Insurance

Knowledge of AS400 as well as Quoting Engine


Personal Characteristics

Strong clerical skills

 Excellent time management

 Strong interpersonal relations skills

 Integrity