Old Mutual
DUE: 23 JAN 2025
Qualifications
Job Description
2 A Level passes or better.
The agent is responsible for contacting existing customers and new prospects to sell Old Mutual products and services over the phone. Builds strong customer relationships by focusing on customers’ wants and needs. The agent will be responsible for contacting prospects who have responded to an advertising or direct marketing campaign, and using provided databases. Deals with clients in adherence to procedural productivity and quality standards. Brand Ambassadors and make first long-lasting impressions to customers as they are the first point of contact.
Key Result Areas
- Provides quality sales service that results in the production of a business from new and existing sources which contributes to the profitability and growth of the company.
- Handles incoming and outgoing sales calls in accordance with predetermined schedules, campaigns, and targets.
- Guides customers through the product offering, pricing, terms, and conditions – telephonically.
- Provides accurate and efficient quotation/s to customers.
- Maintains an agreed lead-to-sale ratio.
- Required to work shifts as scheduled.
- Manages all allocated leads.
- Sells according to agreed targets and objectives.
- Identifies client financial needs.
- Maintains an agreed Quality Assurance average on all calls.
- Accurately and efficiently captures all customer data.
- Finalises calls at the point of contact, where possible.
- Forwards accurate policy documents/schedules to customers within mandated timeframes.
- Deals with all customers in a professional manner in strict accordance with business culture, products, and quality standards.
- Manages time and workloads to ensure that deadlines and targets are met.
- Keeps abreast of new technology being implemented.
- Demonstrates excellent knowledge of the business product offerings, campaigns, rules, and conditions to recommend the right solution to the customer.
Experience:
A minimum of 2 years’ experience in financial services, back-office operations or marketing, Contact Centre, or sales environment. Experience in a sales or customer service environment will be an added advantage.
Competency Requirements:
- Tenacity, Technical Knowledge, Sales Ability, Initiating Action, Decision Making, Client Focus.
- Confident, outgoing, and self-motivated with a strong work ethic.
- Team-oriented, open-minded, and willing to learn.
- Able to function effectively in a fast-paced work environment.
- Articulate with excellent verbal, written, and verbal communication and interpersonal skills and the ability to easily establish rapport with customers.
- Sales orientation and organizational skills.
- Good data entry, typing/keyboard skills, and impressive telephone etiquette, basic computer proficiency, particularly with Microsoft applications as well as web-based applications.
- Able to react effectively and calmly in emergencies.
- Adheres to customer information confidentiality standard.
- Agile to new products and technological changes.
- Knowledgeable about the Financial Industry.
Skills
Client Service, Customer Service, Marketing
Competencies
Action Oriented
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Instills Trust
Interpersonal Savvy
Nimble Learning
TO APPLY
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