Reference #


Contract Type

Durban, KwaZulu-Natal, South Africa


Conduct outbound policy sales. Initiate the customer relationship and meet
various KPIs. Connect with the customer, conduct needs analysis and propose
customer solutions. Consultant requires a solid knowledge of products and
market, their characteristics include a focus on growth of the brand.

Job Functions




Customer Relationships Development

-Make calls by telephone to customers to offer new products to existing client

Customer Needs Clarification

Interview the customer, following a complex multi-level sales script, to clarify the
customer’s requirements. Or assist in conducting interviews with potential
customers to collect client requirements making detailed notes.

Sell Customer Propositions

-Identify the products or services that best meet the customer’s needs, use
personal expertise to propose quantities within standard operating systems,
policies and procedures. Explain the selection to the customer, influence the
customer to make a purchase with the best benefits and solutions to meet
customer needs.

Operational Compliance

-Develop working knowledge of the organization’s policies and procedures and of
regulatory codes and codes of conduct relevant to own work, adhering to
mandatory procedures to ensure own work is undertaken to the required

Customer Relationship Management (CRM) Data

-Schedule callback and enter relevant information into the customer relationship
management system after each contact with a customer to create a call plan and
to ensure that the organization has quality data to enable effective customer
retention and business development activities.

Performance Management

-Prioritise own workflow and ensure work is completed to the required standards
of quality and timeliness; use performance management systems to improve
personal performance to meet SLA.

Personal Capability Building

-Keep abreast with current changes in internal policies and procedures, external
regulations which is facilitated by the online training system and tracked by a
formal assessment.

Sales Opportunities Creation

-Identify potential customers by obtaining information, referrals, and
recommendations from existing customers.



Direct Sales

-Work with guidance to maximize the volume and value of direct sales.

Verbal and written Communication

-Use clear and effective verbal communications skills with guidance to express
ideas, request actions and formulate plans or policies.

Computer skills

-Support business processes with guidance and understand and effectively use
standard office equipment and standard software packages.
-Microsoft Office Suite

Action Planning and work scheduling

-Work with guidance to develop appropriate plans or perform necessary actions
based on recommendations, requirements and achieve performance targets by
optimizing work scheduling.

Writing skills

-Use clear and effective writing skills with guidance to express ideas, request
actions and formulate plans or policies.


General Education:
Matric / Grade 12 or SAQA Accredited Equivalent (Essential) Regulatory Exam 5
(Advantageous); Wealth Management Qualification (Advantageous)


General Experience:
2 or more years telephonic sales experience (Essential); Experience in cold
calling (Advantageous)


Telephone system

SAQA Accredited Equivalent – It is the onus of the applicant to provide TIH and
its subsidiaries with certified evidence that their qualification(s) meet the
equivalent NQF level required for this role at time of application. As a registered
Financial Service Provider, we are mandated to ensure that all our
representatives are and remain fit and proper at all times. By applying for this
role, you consent to having your relevant qualification and or accreditation or
confirm that you are working towards meeting the competency requirements.
You further consent to the relevant information being verified.

Job Closing Date