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Long-term Insurance Sales Consultant
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General Details
Description
Salary: Basic R5500 + Commission
Responsibilities and expectations (not limited to):
- Offer professional advice to clients on long term insurance
- Daily/weekly reporting on sales activities
- Keep up to date and fully informed on product comparisons and new products
- Be compliant in all activities in accordance with regulations and professional guidelines and ethics
Desired Experience and Qualifications
- Matric (Compulsory)
- Long term insurance - telesales 1-year minimum experience
- Reputable sales track record (Pay slips may be required up to 3 months back)
- FAIS Regulatory Examination for representatives is recommended (RE5)/ Or within Dofa
- Clear credit & criminal records
- Excellent communication skills
- Must be South African Citizen
- Available immediately
- Competencies required
Competencies
- Cold calling
- Cross - selling
- End to end sales
- Extensive knowledge in short term insurance
- Ability to handle conflict
- Problem solving skills
- Insurance principles and practice
- Outbound sales
Should you not hear from us within 14 days of applying, kindly consider your application unsuccessful for this role.
https://www.ditto.jobs/job/gumtree/3422715057?source=gumtree
Id Subtitle 1082785889
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Exciting Opportunity for an Insurance Sales Team Leader (Short-Term Insurance)
Join one of our esteemed clients, a leading player in the financial sector, as they seek top-notch Sales Team Leader specializing in Short-Term Insurance. Your role will revolve around providing exceptional support to sales agent, in order for them to service existing clients by offering them tailored short-term insurance solutions.
Key Responsibilities:
Preparing annual, quarterly and monthly update accounts on current opponents or business possibilities.Working together with colleagues from other departments to improve efficiency and overall service delivery.Giving prompt reports on crucial issues to direct senior officer, suggest answers where obtainable.Supervising essential key account possibilities.Making propositions, giving suggestions and designating sales target and job obligations to each sales staff.Appraisal performance of staff, giving suggestions, rewarding or awarding punishment and offering proposals on dismissal of personnel where applicable.Recommending hiring additional staff and ensuring required resources are available to accomplishing target objectives and goals.Solicit for other job duties needing attention to enhance service and improve customers’ contentment to a reasonable extent.Taking part in interviews of candidates while supporting decision making to hire successful applicants.Offering inspiration and training of internal sales personnel on how to attain business sales objective.Assisting the team managers to intensify sales via training on sales methods.Generating action plans to enhance performance and productive capacity of underperforming personnel.
Qualification/s Required:
Matric (Grade 12)Regulatory Examination 5 (RE 5) or in progress with DOFAFAIS Credits or in progress with DOFAClass of Business (advantageous)
Experience Required:
3-5 years of Team Leader/Management sales experience.Strong knowledge and understanding of the insurance sector/industry.2 years of short-term insurance experience.
Location: Auckland Park
Remuneration: R 436051 p/a CTC depending on your qualification
If you are a dynamic professional looking to excel in the insurance industry and possess the required qualifications and experience, we invite you to join our clients team. Take the next step in your career by applying today.
Note: DOFA refers to the date of first appointment, and FAIS stands for the Financial Advisory and Intermediary Services Act. These terms are relevant within the context of regulatory requirements for financial profes...
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Job Description
Outbound Sales Department is looking for assertive and enthusiastic individuals who would like to join the Outbound Sales team.
Minimum Qualification Required • Fit & Proper
Grade 12/Standard 10/NQF 4
Regulatory Exam • RE 5
Relevant FAIS credits
Class of Business in Personal Lines
CPD Points 12
Minimum Experience
A minimum of 3 years sales experience
A minimum of 2 years outbound sales experience
Short-term insurance experience
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Self-managed and Self-motivated
Well spoken
Active listening skills
Quality orientated and organised
Must be highly proficient in dealing with clients at all levels
Customer focus
Professionalism
Flexibility and Adaptability
Ability to multi-task and cope with pressure
Team player
Problem analysis and problem solving
Knowledge and Skills
Strategic thinking
Excellent English communication & writing skills
Strong relationship, negotiating and networking skills
Ability to influence
Personal Attributes
Optimises work processes - Contributing dependently
Communicates effectively - Contributing dependently
Action orientated - Contributing dependently
Plans and aligns - Contributing dependently
Core Competencies
Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently
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KEY OUTPUTS
Accounts Payable
Preparing accurate reconciliations of creditors statements to invoices received for review and paymentPreparing and accurate processing of pre-payment and non-term creditorsProcessing of touring and non-touring paymentsLoading all payments for authorization on various banking platformsAllocating payments accurately to creditors ledger on TourplanPreparing and sending remittance advices and proof payments to relevant stakeholdersLiaising with creditors and reservations managers and consultants and all other relevant partiesto resolve any queries in a courteous, efficient and timely mannerEnsure that all invoices are filed correctlyChecking and processing Third Party BartersEnsuring that valid tax invoices are receivedAd hoc duties as needed
KNOWLEDGE REQUIRED
Minimum 3 years’ experience within similar roleCreditors processing and management – accurate reconciliation to supplier statementsSound accounting knowledge, i.e. General Ledger and JournalsCompetency to work in MS Windows, MS Office - ExcelTourplan knowledge would be advantageousKnowledge of Foreign Currency transactions
SKILLS REQUIRED
Attention to detailDetermination and patienceExcellent time managementExcellent communication skillsExcellent organization skills regarding documentation and filing
The successful candidate must be:
A team playerDeadline driven and able to work under pressureA positive, collaborative and energetic self-starter who takes initiative and is proactive
There are 2 roles available, 1 x permanent and 1 x 4-month contract.
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