DC - Conservations Consultant - 1DP Sandton
Discovery Limited · Johannesburg, Gauteng
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- Conduct outbound and inbound telephonic conservation to existing Discovery clients who have requested cancellation of their Discovery products.
Key Outputs
- Conduct outbound and inbound telephonic conservation to existing Discovery clients with the goal of convincing clients to retain their policies with Discovery.
- Ensure all FAIS requirements are completed during conservation calls.
- Ensure monthly conservation targets are met.
- Proactively determine client needs and re-sell products to members.
- Provide excellent service to internal and external clients.
- Keep accurate call statistics and reporting records.
- Ensure administrative changes are completed timeously.
Personal Attributes and Skills
- Have sales ability and be persuasive
- Be friendly, sincere, confident, courteous and positive
- Be self-managed
- Excellent administration skills and highly organised
- Ability to deal with change
- Maintain confidentiality
- Excellent telephone skills
- Excellent verbal and written communication skills
- Self-motivated and proactive
- Ability to prioritise and work under pressure
- Team player
- Resilient
- Service oriented and customer focused
- Results driven
Qualifications & Experience
- Matric
- 2–3 years experience in Life, Health or Short-Term Insurance sales and/or outbound telesales environment
- 2–3 years conservation or telesales experience
- Excellent English; Afrikaans beneficial
- FAIS accreditation NQF 4 or 5 credits
- Regulatory exams required
- Good Excel and Word skills