Job Description

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Job Advert Summary

The main purpose is to promotes and sells Insurance products by providing existing and potential customers with expert advice and a high level of customer service.

Manages leads provided from various sources and also takes initiative to generate referral sales from customers and own network.

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Minimum Requirements

Matric or equivalent 2 - 3 years short-term insurance sales experience Outbound sales experience preferable Full insurance qualification or necessary credits RE5 Class of business training for personal, commercial and life Multilingual (preferable) Digital Literacy Customer Relationship Management Sales Techniques
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Duties and Responsibilities

Responsibilities:


Promote and sells Insurance products to current and prospective customers Upsell to existing policy holders Compliance with industry regulation and training requirements Uphold principles of Treating Customers Fairly Provide quality service to customers Provide accurate product information to clients in line with standards and protocols Ensure the quality of service exceeds customer expectations and establish constructive relationships with client base Adhere to quality standards Provide professional and accurate advice on cover, exclusions, terms and conditions and ensuring clients are advised of any underwriting requirements in terms of the policy Follow up on pending quotations Ensure monthly sales targets are met or exceeded Support, actively participate and contribute towards team initiatives Keep up with market trends within the insurance industry and be aware of competitors products/offerings Conducting client's needs analysis and providing quotations Customer relations Active participation in ongoing compulsory training initiatives Customer Engagement: Emphasize the importance of building long-term relationships with customers, not just focusing on immediate sales. Digital Skills: Include responsibilities related to using digital tools and platforms for sales and customer engagement, reflecting the increasing importance of digital literacy in sales roles. * Feedback Loop: Add a point about gathering customer feedback and using it to improve service and product offerings.