1 x Telesales Retentions Consultant

Ob Title: Telesales / Retentions Consultant
Location: Remote / Virtual
Employment Type: Full-Time
Compensation: Salary + Commission + Attendance Bonus
R10 000 - R15 000 pm

Are you a persuasive communicator looking for an exhilarating opportunity to make a real impact in the financial services industry? Do you excel at converting leads into sales and thrive on retaining existing clients? We are seeking a driven Telesales / Retentions Consultant to join our dynamic team and help us continue providing exceptional service and solutions to our growing customer base. If you have strong interpersonal skills, embrace technology, and are eager to build on your already impressive track record, we want to hear from you!
Why Join Our Team?

High-Energy Environment: Join a group of passionate professionals committed to delivering outstanding customer experiences. Every day brings new challenges and exciting opportunities to learn and grow.
Career Advancement: We recognize talent, invest in our people, and encourage continuous improvement. Whether it’s perfecting your sales pitch or mastering new software, you’ll have ample room to flourish.
Flexible Work Setup: Enjoy the freedom of working from home, making it easier to balance your personal and professional responsibilities. Showcase your self-motivation and results-driven approach in a remote setting.
Competitive Rewards: Earn a basic salary plus commission, and benefit from an attendance bonus in recognition of your dedication and commitment.

Key Responsibilities
1. Marketing and Lead Generation

Arrange Virtual Meetings: Schedule Zoom or MS Teams appointments for advisors, ensuring a structured and seamless client experience from the first point of contact.
Coordinate Client Reviews: Update review dates on the CRM platform (preferably XPlan), create tasks for follow-ups, and maintain impeccable records of all client interactions.
Cross-Selling: Proactively target the existing customer database to present additional products or services. You’ll use persuasive scripts and clarify benefits in a professional, friendly manner.
Convert Leads to Sales: Identify fresh opportunities to bring on new clients and enhance existing relationships. Confidently explain products, pricing, and special offers to encourage immediate conversions.
Data Entry: Capture new leads and client information accurately on the CRM package, ensuring up-to-date, high-quality data that can be leveraged for future campaigns.
Follow-Ups: Reach out to potential clients who have shown interest but haven’t yet committed, addressing their concerns and facilitating the quote and consent process.
Campaign Management: Support marketing strategies by executing well-defined campaigns and engaging in in-house servicing. You’ll track progress, overcome objections, and consistently close deals.

2. Business Retention

Arrear Premium Management: Diligently capture arrear premiums in the system and proactively pursue outstanding payments. Quickly identify the root causes of premium lapses and develop effective strategies to secure payments.
Client Retention Focus: Maintain retention levels at or above 90%; lapse ratios must not exceed 10%. You will be instrumental in sustaining long-term client relationships through consistent follow-ups and high-touch communication.

3. Meeting Targets

Ambitious Goals: Strive to meet and exceed personal and team-based targets. Show initiative in identifying new sales pathways and increasing retention rates.
Professional Demeanor: Exhibit polished communication skills, speaking confidently and clearly with clients and colleagues. Ensure a positive brand image in all client interactions.
Compliance Adherence: Uphold FAIS and FICA standards, ensuring that all client interactions are fully compliant with legal requirements. Keep meticulous notes and documentation in the Customer Debtor System (CDS).
Up-to-Date Records: Verify that customer details are consistently maintained and accurate. Document any changes, such as contact information or policy updates, in real time.

Requirements

Regulatory Exam 5 (RE5): You must hold an RE Certificate, proving your comprehensive understanding of South African financial services regulations.
FAIS Compliance: Demonstrated ability to work within the FAIS framework, ensuring ethical and lawful client engagements at all times.
Sales Experience: A minimum of one year’s experience selling Short-Term Insurance, Life Products, or Banking Products. You possess the ability to adapt to various client scenarios and explain product benefits convincingly.
Software Proficiency: Experience in Microsoft Outlook, Excel, and preferably XPlan (or a similar CRM package). The ability to navigate technology seamlessly in a remote setting is vital.
Communication Skills: Exceptional verbal and written communication abilities, enabling you to connect with a diverse client base, handle objections, and maintain high customer satisfaction.
Organizational Skills: You excel in prioritizing tasks, managing follow-ups, and keeping accurate records, even when juggling multiple responsibilities.
Self-Motivation: Comfortable working from home, you are disciplined, take initiative, and always complete tasks within deadlines. You remain focused under minimal supervision.
Client-Centric Mindset: Strong passion for customer care, with a commitment to improving retention and increasing overall client happiness.

What We Offer

Competitive Salary: Earn a base salary plus commission, rewarding your success in driving sales and retention.
Attendance Bonus: We appreciate reliability and dedication. An attendance bonus awaits those who maintain excellent punctuality and attendance records.
Growth Opportunities: Build your career with us. We support ongoing learning and development, ensuring you can continuously refine your skills to keep pace with industry changes.
Supportive Team Culture: Work alongside highly motivated colleagues who encourage mutual success. Celebrate wins together and learn collaboratively from challenges.
Long-Term Stability: As a well-established player in the financial services market, we pride ourselves on our track record of steady growth and consistent performance.

Ready to Make an Impact? Apply Now!

If you’re eager to join a forward-thinking organization where your drive and tenacity will be celebrated, we’d love to hear from you! Harness your expertise in telesales, retentions, and regulatory compliance to take your career to the next level.

How to Apply:

Send your CV to [email protected] .
Include a Cover Letter explaining why you are the ideal candidate for our Telesales / Retentions Consultant role.
Make sure to reference “Telesales / Retentions Consultant Application in your email subject line.

Don’t miss this opportunity to become an integral part of our results-driven and client-focused team. Apply today and take the next bold step in your career!

Should you Require More information on this vacancy please Email us at [email protected]

By submitting an application for this post the Applicant acknowledges that their personal information will be processed by TRASA.

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Such processing includes logging their information on the TRASA recruitment systems and disclosing their personal information to TRASA employees identified to take part in the selection and recruitment process.

The Applicant consents to any further processing of their personal information as may be required for relevant verification and reference check purposes.

The confidentiality of the Applicant’s personal information will be maintained.

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TRASA retains the right not to make an appointment and to verify all information provided by candidates.