JOB PURPOSE
The Mass Market Tied Agent will be responsible for funeral sales and servicing in the mass market client segment.
RESPONSIBILITIES
Sales Opportunities Creation
Develop a personal network within the sales territory and represent the organisation and Finbond at relevant industry events, sourcing of referrals, and recommendations from existing customers and other contacts to identify sales opportunities, promote the organisation and Finbond, and enhance its reputation.
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.
Customer Prospecting
Walk customers through the advanced/custom features of the product/service, connecting those features directly with customer pain points.
Customer Relationships Development
Develop and implement a customer contact plan to communicate product launches and engage the potential customers in relevant sales campaigns to build new relationships. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.
Client & Customer Management (External)
Manage key client and customer relationships to maintain customer satisfaction, retention of clients and loyalty.
Performance Management
Respond to personal objectives, take appropriate actions to ensure achievement of agreed objectives and use performance management systems to improve personal performance.
Client Document Management
Create and ensure compliance with a company wide document management system.
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. Maintain an in-depth understanding of Financial Services Industry external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
BEHAVIORAL COMPETENCIES
Drives Results
Consistently achieves results, even under tough circumstances. For example, regularly pushes self to achieve outstanding outcomes; consistently establishes bold goals for own performance; is passionate about excellent results and significant contributions. Shows great tenacity to complete goals/initiatives in a timely way.
Communicates Effectively
Develops and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences. For example, tailors communication content and style to the needs of others. Pays attention to others' input and perspectives, asks questions, and summarizes to confirm understanding.
Persuades
Uses compelling arguments to gain the support and commitment of others.
Instills Trust
Gains the confidence and trust of others through honesty, integrity, and authenticity.
Ensures Accountability
Holds self and others accountable to meet commitments.
Customer Focus
Builds strong customer relationships and delivers customer-centric solutions.
Being Resilient
Rebounds from setbacks and adversity when facing difficult situations.
Interpersonal Savvy
Relates openly and comfortably with diverse groups of people.
Plans and Aligns
Plans and prioritizes work to meet commitments aligned with organizational goals.
Action Oriented
Takes on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
Manages Conflict
Handles conflict situations effectively, with a minimum of noise.
Builds Networks
Effectively builds formal and informal relationship networks inside and outside the organization.
Business Insight
Applies knowledge of business and the marketplace to advance the organization's goals.
Self-Development
Actively seeks new ways to grow and be challenged using both formal and informal development channels.
SKILLS
Computer skills
Support business processes independently by understanding and effectively using standard office equipment and standard software packages.
Product Knowledge
Established expert in the discipline and acts as the organisations authority for the skill area: Funeral.
Verbal Communication
Uses clear and effective verbal communications skills without supervision.
Action Planning and work scheduling
Work independently and provide technical guidance when required on how to develop appropriate plans.
Writing skills
Use clear and effective writing skills independently.
Closes Effectively
Work independently to arrive at mutually beneficial commitments.
Builds Rapport
Work independently to quickly and effectively establish trust within the client's organisation.
Customer Service Delivery
Works without supervision while providing technical guidance as needed on meeting high customer service standards.
EDUCATION
General Education
Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
RE5 (Advantageous)
EXPERIENCE
General Experience
2 or more years' experience sales experience (face-to-face) within a corporate setting (Essential)
ADDITIONAL INFORMATION
*SAQA Accredited Equivalent - it is the onus of the applicant to provide 1Life and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application. *Financial Sector Conduct Authority (FSCA) competency requirements: FAIS recognised qualifications / Regulatory Examinations / Class of Business Certification and / or CPD according to your DOFA (where applicable). As a registered Financial Service Provider, we are mandated to ensure that all our representatives are and remain fit and proper at all times. By applying for this role, you consent to having your relevant qualification and or accreditation or confirm that you are working towards meeting the competency requirements. You further consent to the relevant information being verified.
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