Job Description

 

Conduct Outbound and Inbound telephonic Conservation to existing Discovery clients, who have

requested cancelation of their Discovery products.

 

Key purpose

 

Conduct Outbound and Inbound telephonic Conservation to existing Discovery clients, who have

requested cancelation of their Discovery products.

 

Key Outputs

 

The successful applicant will be responsible for but not limited to the following broad job functions:

•Conduct outbound and inbound telephonic Conservation to existing Discovery client’s, who have

requested cancelation of their Discovery policies with the goal of convincing clients to retain their

policies with Discovery.

•Ensure that all FAIS requirements (FNA,ROA and Statutory notices) are completed during conservation

calls.

•Ensure that monthly conservation targets are met.

•Proactively determine the client‘s needs and have the ability to re-sell product to members.

•Proactively evaluate interactions with clients providing dazzling service at all times to internal and

external clients

•Ensuring that customers concerns are addressed and resolved by the relevant areas

•Keep accurate statistics on all calls, contacts and clients spoken to and the report findings to

management

•Ensure that all administrative changes are done timeously, followed through on and monitored

 

Personal attributes and skills

 

•Have sales ability and be persuasive

•Be friendly, sincere ,confident ,courteous and positive

•Be self-managed

•Have excellent administration skills and be extremely organized

•Have the ability to deal with change

•Be able to maintain confidentiality

•Have excellent telephone skills

•Have excellent verbal and written communication skills

•Be self-motivated and pro-active

•Be able to prioritize , work under pressure and manage deadlines

•Be a team player

•Be resilient

•Be service orientated and customer focused

•Be results driven

 

Qualification & Experience

 

•Matric

•At least 2-3 years’ experience in a Life, Health or short term Assurance sales position and/ or

Outbound Telesales environment (Essential)

•2-3 year Conservation experience or telesales experience

•Excellent English and Afrikaans spoken would be beneficial

•FAIS accreditation – NQF 4 or 5 FAIS credits (Required)

•Regulatory exams (Required)

•Good Excel and Word skills

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.