Key Purpose

• To make outbound calls to prospective clients to insure their motor, household and home with Discovery Insure.

Areas of responsibility may include but not limited to

• Achievement of monthly sales targets
• Conduct financial needs analysis for clients to provide sound financial advice
• Accurate, timely administration on relevant system
• Communicate telephonically and via email with clients on queries related to outbound calls made
• Adhering to service level agreements to ensure sales consistency in the department
• Stakeholder engagement
• Adherence to risk and compliance requirements
• Teamwork, self-management and alignment with Discovery values

Personal attributes and skills

The successful individual will be required to demonstrate the following competencies:

• Target Driven
• Team Player
• Goal orientated
• Self-motivated
• Ability to perform under pressure
• Adapt to change
• Persuasiveness
• Resilience/Tenacity
• Sound Time Management
• Self-managed
• Attention to detail
• Ability to learn quickly and apply knowledge
• Speak fluently (accent neutral) English/Afrikaans

Education and Experience

• Matric (Essential)
• FAIS Credits – full qualification – Short term Insurance (Essential)
• RE5 qualification (Essential and/or advantageous)
• Class of business certificate (Essential and/or advantageous)
• Continuous Professional Development (CPD) certificate (Essential and/or advantageous)
• Minimum 2 years’ sales experience in the short-term insurance industry in an outbound telesales environment (Essential)
• Degree (Advantageous)