Two Mountains : Branch Consultant

  • Full-time

Company Description

KDO Group (Pty) Ltd, is a registered 100% Black Owned Financial Service Provider that provides distribution of Insurance and Financial Services within South African market. We are a trusted partner dedicated to delivering financial services to our clients for a better business and a better life. Its head office is based in Germiston.

Job Description

  • To effectively sell life assurance products at branch level
  • To use appropriate interpersonal styles and communication methods to gain acceptance of Two Mountains' products from walk in prospects
  • To accurately identify insurance needs by asking effective questions and listening attentively
  • Match benefits accordingly and demonstrate how a product satisfies the needs
  • Gain commitment to recommended action around buying an insurance product
  • To handle objections and overcome them with ease
  • Develop sales strategies to compete with other individuals or companies who sell insurance
  • Explain features, advantages of policies and/ products to promote a sale
  • Perform administrative tasks, such as maintaining records of potential clients
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients

 

Customer Service

  • To service all walk in customer’s end to end and ensure customer satisfaction
  • Action all customer requests and retain existing customer by identifying cross sell and upsell opportunities 
  • Consultants to assist clients face to face with end to end policy administration
  • Full and accurate assessment of all maintenance requests within scope, in terms of policy processes and procedures
  • Maintaining clear and consistent communication with internal & external parties regarding maintenance of policies and requirements thereof
  • Follow up on outstanding requirements with internal & external parties.
  • Maintaining professional verbal and written communication with customers (internal and external)
  • Ensure that the targets are met.
  • To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction
  • Assist in identifying the areas of concern to improve the branch’s and department’s productivity and attainment to plan
  • Customer service delivery according to the specification of the branch
  • Fostering a service delivery culture within the branch
  • Attend to the needs of walk in clients requests, process required changes, and ensure that all necessary forms are fully completed, signed and indexed 
  • Conduct internal QA checks on captured work and spot checks on printed email
  • Contact clients on incomplete new business and records daily stats
  • Full knowledge, understanding and ability to accurately, scan, index and allocate mail on workflow within SLA time
  • Adhere to all CCT processes and procedures
  • Attend to parked items on workflow

Qualifications

  • Matric
  • Post Matric Qualification
  • RE (added Advantage)
  • 2 years call Centre  or Sales experience
  • Self motivated and the ability to work without supervision
  • Ability to work under pressure
  • Strong interpersonal and communication skills
  • Ability to solve problems and decision making 

 

Additional Information

Contract Type : Independent Contract

Candidates must preferably reside at Daveyton, Thokoza, Spruitview, Thembisa and Spruitview

Earn by unlocking a basic salary by meeting targets , plus commission and incentives.