Job Description

Main purpose of the job
This role will only require you to work with warm leads and gives you the opportunity to write your own uncapped pay check
Sales Target

• Achieve target Conversion rations as per company standards
• Achieve minimum target number of sales per month as per company standards.
• Complete accurate and timely sales administration records.
• Submit to the Manager all relevant reports, paperwork, and update on all forward sales activity.
• Ensure additional responsibilities are completed as per business requirements.
• Maintain and grow existing business by cross selling opportunities.
• Keep up to-date sales records for all existing and prospective accounts on company IT systems.
• Ensure that your current customer portfolio is satisfied and that all premiums written are collected within the acceptable parameters (Average Collection rate).
• All sales transactions need to be done in accordance with legislative and company standards.
• Comply with company policies and procedures.
• Follow One Plans standard operating procedures at all time
• Ensure a high level of client satisfaction through proactive support and active listening
• Escalate client queries to the relevant department or stakeholder.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate service.
• Build and maintain relationships with clients and internal and external stakeholders
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• Make recommendations to improve client service and fair treatment of clients within area of responsibility
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Respond efficiently, accurately and ensure client feels supported and valued
• Educate clients on the value of our products and services

Productivity

• Achieve 390 minutes of call time per day as per company CRM system
• Achieve 100% productivity measured through achievement of 390 minutes per weekday and 150 minutes per Saturday (twice per month)

Compliance

• Adherence to Standard Operating Procedures and Quality Assurance.
• Ensure quality scores (both Sales and Wrap Up assessments) do not exceed 10% allowance - Calculated total fails vs total assessments for the month.

Work collaboratively

• Build a culture of respect and understanding across the organisation
• Recognise outcomes which resulted from effective collaboration between teams
• Build cooperation and overcome barriers to information sharing, communication and collaboration across the organization
• Facilitate opportunities to engage and collaborate with internal and external stakeholders to develop joint solutions

Self-Management

• Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained
• Demonstrate consistent application of internal procedures
• Plan and prioritise, demonstrating abilities to manage competing demands
• Demonstrate abilities to anticipate and manage change
• Demonstrate flexibility in balancing achievement of own objectives with abilities to understand and respond to organizational needs

Minimum Academic, Professional Qualifications & Experience required for this position

• Grade 12 with English and Afikaans
• Undergraduate/Postgraduate qualification in related field advantageous
• Minimum working experience of 3 years within an Outbound sales call centre environment (essential).
• FAIS Credits and RE5 is advantageous.
• Pass technical competency tests on all products.
• Display an understanding and knowledge of the product and industry.
• Meets FAIS Fit & Proper requirements as per legislation

Functional Competencies

• Literacy - Have excellent reading, writing and interpersonal skills
• Pc Literacy - In-depth knowledge of Word, excel, email and Internet
• Ability to respond according to TAT
• Client Relationship Management
• Maximise Service Performance
• Query Resolution
• Build & Develop Client Centric Capabilities
• Deliver on Client Expectations
• Knowledge Sharing
• Driving Excellence through Client Experience

Essential

• Evaluating Problems
• Investigate Issues
• Problem Solving
• Building Relationships
• Communicating Information
• Showing Resilience
• Adjusting to Change
• Giving Support
• Processing Details
• Structuring Tasks
• Driving Success
• Prioritise Client Experience

Behaviors

• Energy
• Passion
• Respect for others
• Honest and Fair
• Positive Attitude
• Client Focus
• Tenacity
• Achieves Results

Skills Required