Sales Consultant: Business Insurance (Commercial)
Telesure Investment Holdings (Pty) Ltd · Auto And General Park, Gauteng
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The Business Sales Representative develops relationships with customers to enable growth within the Business Insurance channel. Alongside meeting the required metrics set out by business, this role will be able to quote, sell and underwrite in accordance with business requirements.
Duties & Responsibilities
Business Development
Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Customer Relationship Development / Prospecting
Make calls (by telephone or in person) to allocated customers to develop new relationships. Act as a first point of contact for resolving customer queries and complaints. Customer Needs Clarification Set clear objectives for each sales call or meeting; use standard materials to make a presentation to the customer; and ask relevant questions to evaluate the customer's level of interest and to identify and respond to areas requiring further information or explanation.
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale. Negotiate agreement with the customer and internally with commercial colleagues to ensure that customer requirements are met.
Sales Opportunities Creation
Identify potential customers by obtaining information, referrals, and recommendations from existing customers and other contacts and/or through participation in trade shows and conferences.
Operational Compliance
Develop knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorisation from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Desired Experience & Qualification
EXPERIENCE
1 - 3 years commercial experience (Essential); Experience in Financial Services Industry (Advantageous)
EDUCATION
Grade 12/SAQA Accredited (Essential); RE compliant (Essential); 150 FAIS Commercial Credits (Advantageous); Relevant 3 year degree or diploma in relevant field (Advantageous)