Sales Advisor

Momentum

Role Purpose

To execute sales initiatives that enable business growth by actively promoting products to potential customers. This includes but is not limited to sourcing new sales opportunities through digital channels, face to face, outbound and inbound calls.

Requirements

RE 5 (Regulatory Examination)
FAIS (Financial Advisory and Intermediary Services) recognised qualification or credits pertaining to date of first appointment.
Matric (Grade 12) certificate
Sound working knowledge of the latest Microsoft packages (Word, PowerPoint, Excel & Outlook).
Good understanding of Financial Services and Insurance industry legislation and regulation.
Industry knowledge relating to Medical Aid and Gap cover.
Sound understanding of sales processes.
2 – 3 years outbound call centre sales experience.
Insurance/Finance Industry experience.
Microsoft office experience – excel intermediate

Duties and Responsibilities

Achieve sales targets by bringing sales process to a successful conclusion by securing commitments or contracts from customers.
Provide insights and feedback based on client engagements by keeping detailed records of sales activities, customer interactions and progress towards targets.
Adhere to Quality and compliance processes to minimize business risk.
Execute effective sales calls by establishing the clients’ needs and matching them to the product benefits.
Maintain optimal operational efficiencies based on productivity measures.
Keep abreast of industry developments and trends through continuous self-learning. This involves adapting to changes in product, markets, and sales techniques.
Conduct competitor research by staying informed of competitor activities and customer preferences to aid with objection handling techniques.
Generating leads through various channels such as cold calling, inbound and email campaigns.
Ensure high levels of client experience by demonstrating sound understanding of product and internal processes.

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