time left to apply End Date: January 31, 2025 (16 days left to apply)
job requisition id JR101077
Join TIH, home to some of South Africa's leading financial service providers, and grow your career while being part of an organisation with purpose. Job Purpose Facilitate the retaining of policies through company approved retention strategies.
Focus on maintaining customer relationships, meeting various KPIs and troubleshooting specific customer problems.
Has a solid knowledge of products, their characteristics, and market.
Focus on growth of brand and process alternative solutions to meet customer needs.
Responsibilities Customer Needs Clarification:
Set clear objectives for each call; adhere to SOP's in place to liaise appropriately with the customer.
Ask relevant questions to evaluate the customer's needs and most suitable products linked to the customer's profile, 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 alternative solutions to the customer and influence the customer to retain their business. Customer Service:
Provide a quality service to customers while identifying opportunities to secure new business or support retention.
Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems. Personal Capability Building:
Keep abreast with current changes in internal policies and procedures.
Develop 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. Customer Management:
Help manage customers by carrying out standard activities. Operational Compliance:
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards.
Obtain authorization when required from a supervisor or manager for any exceptions from mandatory procedure. Performance Management:
Prioritise own workflow and ensure work is completed to the required standards of productivity, quality and timeliness; use performance management systems to improve personal performance and KPI's. Education Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5 (Advantageous); FAIS credits, CPD hours and COB (Advantageous)
Experience 2 or more years sales experience (Essential); 1 year retentions experience (Advantageous).
Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind?
Don't wait, apply now. Telesure Investment Holdings Our Work Experience is the combination of everything that's unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it's our people.
Our employees are self-disciplined, hardworking, curious, trustworthy, humble and truthful.
They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.
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