Telesales

Marketing Arrange Virtual Zoom or Team meetings for Advisors Arrange client reviews, update review dates, create TASKS on the CRM Package.
Cross selling on the existing database Use a script to present information and explain available product Convert leads to sales - Looking for opportunities to bring on new clients Explain products and prices, and answer questions from customers.
Capture new leads/clients on the CRM package Following up on quotations and consents issued Follow up on Campaigns & In-house servicing Explain products - Handle and overcome objections Business Retention Capture Arrear premiums and follow up for payments Contacting clients with arrear premiums and focusing on keeping retention levels at or above 90% (Lapse ratios are not to exceed 10%).
Must be well-spoken and target driven RE Certificate At least one years experience selling Short Term Insurance, Life products and/or Banking Products Ensure FAIS and FICA standards are adhered to when dealing with customer calls and correspondence.
Update customer details and communication on customer debtor system (CDS).
Ensure quality of calls in line with service level agreements (SLA's).
Good customer care skills Must have experience in Microsoft outlook and excel and preferably Xplan CRM package Must be able to work from home VIRTUAL - Must have ability to meet deadlines and keep work up to date