Outbound Telesales Consultant- CPT

Job Description

• To drive sales growth of Funeral Plans and Life Insurance within Personal Banking through proactive outbound telesales and virtual client engagement. This is a 12-month fixed-term contract focused on identifying client protection needs, converting sales opportunities into appropriate insurance solutions and consistently achieving defined sales and cross-sell targets, while delivering a positive client experience and ensuring adherence to regulatory requirements.

Key Responsibilities:

• Proactively sell and cross-sell Funeral Plans and Life Insurance products through outbound telesales and virtual client engagement.
• Identify client insurance and protection needs through effective questioning, product recommendations and needs-based sales conversations.
• Execute outbound sales campaigns, engage prospective and existing clients and convert opportunities into successful insurance sales.
• Clearly explain insurance product features, benefits, premiums and policy conditions, ensuring clients make informed decisions.
• Accurately capture and process insurance applications, maintain client records and track sales performance in line with FAIS, compliance and operational requirements.

Qualifications

• National Certificate in Banking (NQF 5), FAIS-recognised, or an equivalent relevant qualification.
• Must meet the applicable FAIS Fit and Proper requirements for the role.

• Minimum of 12 months' continuous experience in a target-driven telesales or outbound sales environment, preferably within banking, insurance or financial services.
• Experience engaging clients telephonically, identifying sales opportunities and promoting products or services.
• Demonstrated ability to achieve sales targets, handle objections and convert client conversations into successful sales.
• Basic understanding of insurance products, particularly Funeral Plans and Life Insurance, would be advantageous.
• Experience working with sales targets, conversion rates, customer relationship management systems and sales reporting.

Behavioural Competencies:

• Checking Things
• Convincing People
• Developing Expertise
• Embracing Change
• Meeting Timescales

Technical Competencies:

• Application & Submission Verification (Consumer Banking)
• Banking Processes & Procedures
• Client Acceptance & Review
• Customer Understanding (Consumer Banking)
• Processing & Product Knowledge (Consumer Banking)