TELESALES CONSULTANTS

• TELESALES/ CONSULTANTS
• Marketing
• Arrange Virtual Zoom or Team meetings for Advisors
• Arrange client reviews update review dates create TASKS on the CRM Package.
• Cross selling on the existing database Use a script to present information and explain
• available product
• Convert leads to sales Looking for opportunities to bring on new clients Explain products
• and prices and answer questions from customers.
• Capture new leads/clients on the CRM package
• Following up on quotations and consents issued
• Follow up on Campaigns & Inhouse servicing
• Explain products Handle and overcome objections
• Meet targets set

• Must be wellspoken and target driven
• RE Certificate
• At least one years experience selling Short Term Insurance Life products and/or Banking
• Products
• Ensure FAIS and FICA standards are adhered to when dealing with customer calls and
• correspondence. Update customer details and communication on customer debtor system
• (CDS). Ensure quality of calls in line with service level agreements (SLAs).
• Good customer care skills
• Must have experience in Microsoft outlook and excel and preferably Xplan CRM package
• Must be able to work from home VIRTUAL Must have ability to meet deadlines and keep

work up to date

Salary Commission Attendance Bonus

Remote Work :

No