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Short-Term Sales Consultant (POD)

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11 months ago695 views

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General Details

Location:

Johannesburg CBD, Johannesburg

Advertised By:Agency

Company Name:Energy at Work Projects

Job Type:Contract

Description

Overall Purpose of the Role:
To generate business for one of our leading clients in the financial sector, as an insurance sales consultant in the Short-Term Insurance industry. To offer their clients policies and exceptional services.
Performing and managing the day-to-day operational activities within the sales team.
Working with a leading team towards the common goals of the business in Industry participants.

Non-Negotiable Minimum Requirements:

Matric
Clear Criminal record

QUALIFICATIONS

Must have qualification depending on DOFA
Regulatory Exams
Requirements include Class of business (COB) and /or CPD Hours

EXPERIENCE

Short Term Insurance Experience
Minimum of 2-year Sales contact center experience.
Must have a DOFA date

Job Responsibilities:

Generating new sales from leads provided and referrals.
Insurance product range include, Short-term insurance policies.
Achieving targets set out based on the relevant campaign.
Conducting needs analysis with clients.
Following up on all scheduled callbacks and action timeously and as per required standards
Adhering to legislative requirements and quality assurance guidelines.
Ensuring leads usage is of optimum standard to maximize positive performance.

Only candidates that meet minimum requirements will be considered for this opportunity.

https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNzE2NDgxNTA4P3NvdXJjZT1ndW10cmVl&jid=1573024&xid=1716481508

Id Subtitle 1210038568

Energy at Work Projects

Selling for 2+ years

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Business Development Consultant/Direct Salesmen/Sa

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I am recruiting for an excellent salesmen ! Requirements Direct sales experience onlyNo telephonic salesNo call centre salesFace to face sales onlyGenerating own business leads is a mustFast pace sales environmentTarget driven salesPreferably experience in selling insuranceProven salesmen The ideal candidate will be an excellent communicator and have a passion for sales. The Business Development Consultant will be required to generate leads and convert them into sales. In this role the BDC is responsible for providing excellent customer service and advice, as well as developing relationships with customers. Responsibilities and work outputs for Business Development Consultants (PERSONAL LINES):• Source lead generating opportunities to ensure a minimum of 10 client quotes per week and 40 per month• Minimum requirement of 10 premium adjusted policies (net of claw backs) written policies per month• Maintain and update your Lead Generation Matrix on a weekly basis• Manage the lead generation process which includes group presentations, one on one consultations, ensuring regular communication with staff, participation in corporate events, advertising and general relationship building• Keep up to date and fully informed on product comparisons with opposition products• Sign up a minimum of 5 active lead referral agents• Meet all KPls as laid down by the company for BDCs• Complete weekly reports that reflect leads, quotes and sales as well as the source of the leads, average premium, total premium and any other pertinent information which may be required from time to time• Maintain appropriate skills and knowledge in order to provide specialist, professional advice in all relevant business areas• Meet the Fit and proper requirements as set out in the FAIS codes of conduct at all times• Meet continuing professional development objectives as required by the industry Salary Details Fixed salary plus commission Qualification Matric/Grade 12FAIS Credits (preferable)RE 5 - a plusProven experience in FACE-TO-FACE SALES experience2 - 3 years DIRECT SALES EXPERIENCE selling short term insurance either as a Broker Agent or Tied Agent.Alternatively, must have SOLID DIRECT SALES EXPERIENCE.A minimum of 2 years’ experience GENERATING LEADS and CONVERTING THEM INTO SALES (prospecting / cold calling) - managing lead generation processAbility to work under pressure and MEET TARGETSCandidates must have a vehicle available to complete sale tasks If you keen on this please send your CV to james@abcworldwide.com Include salary expectation, current salary, notice ... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zNjE1MDU3Nj9zb3VyY2U9Z3VtdHJlZQ==&jid=1497799&xid=36150576

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KEY RESPONSIBILITIES Policies and Procedures • Ensure adherence to collection policies and procedures. Collections and Targets • Monitor and manage a debtor’s portfolio of no more than 480 accounts. • Achieve and maintain collections and targets set per company protocol. • Actively collect payment according to payment terms • Performs reconciliations of allocated accounts daily. Overdue Accounts • Attend weekly meetings with the credit supervisor to review all defaulting accounts. • Ensure the correct escalation process is followed for the Reminder Letters. • Feedback on the top 20 overdue accounts must be prepared and discussed weekly. Hand Overs and Bad Debts • Follow the correct protocol before blacklisting a client, and then proceed to blacklist clients. • Inform the credit supervisor of any liquidations, absconded clients and business rescue’s immediately. Credit Notes, Invoices and Adjustments • Check that all credit notes and adjustments are raised correctly. • Investigate all reasons for credit notes to ensure that they are valid. • Submit all credit notes requisitions to the regional credit supervisor. • Raise all rate queries and stop billing on closures with the billing department. Month-end Activities • Ensure that all re-allocations of unallocated deposits are completed. • Ensure that all journals’ requisitions are raised by 12h00 on the 4th working day of the new month. Cash / Suspense Accounts • Ensure the bank statements deposits are captured and allocated daily. • Ensure that all suspense accounts are reconciled and cleared monthly. • Obtain all remittance advices for all deposits received on allotted debtor’s accounts. Financial & Reporting • Prepare commentary on top twenty clients each month for the region Auditors • Assist auditors as and when required. Meetings • Regular one on one book reviews with the credit supervisor • Attend monthly and weekly meetings where required. • Regularly attend customer meetings. Customer Care & Queries • Promote a high level of focus on customer care with relevance to all customer complaints and queries. • Maintains accurate and complete client information on the system • Ensure that such queries and complaints are dealt with efficiently, accurately, and promptly. • Ensure a 48-hour turn-around-time on all customer queries. Inter-departmental Relations • Ensure that inter-departmental relationships between Accounts Receivable and other areas are maintained at high levels. • Ensure a balance is maintained between sales and credit objectives. Projects • To get involved in any additional projects as and when required. SUPERVISORY RESPONSIBILITIES None QUALIFICATIONS and EXPERIENCE: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. ? Degree or Diploma within the accounting field ... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU2OTAyNDg5P3NvdXJjZT1ndW10cmVl&jid=1500721&xid=3356902489

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Identify fraud trends and continuously develop process improvements and mitigation controls to support the Group Business. Proactively engage with key stakeholders both internally and externally to gather intelligence and create and develop relationships with key organisations. Responsibilities of the Role: Successfully lead a team of Investigation Officers by providing quality regulatory technical expertise, case direction and excellent operational management to ensure assurance procedures, file and document reviews etc.Maintains an overview of all cases within the team to provide expert technical guidance and case direction and ensure the work is always of high quality and that there is a consistent, timely approach taken with each case.Responsible and accountable for high-quality and timely case progression within the team.Provides regular case updates/reviews to senior managers and key stakeholders, especially in relation to high profile and sensitive matters.Positively and proactively contributes as part of the Investigation leadership team in implementing changes and improvements as appropriate.Ensure that reports and documentation are produced to the highest standards, which will stand up to the scrutiny of the Section 91 Tribunal and Courts - supporting and coaching Investigation Officers as required.Effectively manage and motivates the team/individuals by providing clear communication, robustly managing performance/providing timely constructive feedback (regular reviews) and supporting/coaching individuals to improve and fully engage in their own development and learning.Work collaboratively across the organization and demonstrate a positive and proactive approach to achieving organisational objectives, including providing expertise and taking responsibility for leading on projects and priorities.Investigations are outcomes-focussed, timely and a risk-based approach is developed and executed for each investigationInterpret policy and decisions to stakeholders for effective communicationRepresent the company at various forums and interact with other stakeholdersIdentify and report falsified claims to the Legal Operations for recovery purposesIdentify fraud trends by analysing data and industry alertsIdentify suspicious activity and work with appropriate teams to investigate and thwart the activityProvide statistical data on losses on a regular basisDevelop processes and procedures to prevent or minimise claims fraud lossesEnsure Service Level Agreement and turnaround times of external serviceproviders and internal investigators are adhered to Identify key risk indicators and establish mitigating controlsEnsure that expenditure is incurred within the limits of the sanctioned budgetEnsure that new r... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8yOTYyMDc0MzMxP3NvdXJjZT1ndW10cmVl&jid=1422200&xid=2962074331

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