Outbound Tele-sales Consultant

Life Outbound Sales Consultant

Our client is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of our client, which comprises a large force of both tied and independent intermediaries. They are dedicated to meeting the financial needs of our clients. Their vision : “We aspire to be the best at building enduring relationships by connecting clients with our client through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately, we grow and protect wealth.

What will you do?

• Selling products telephonically
• Achievement of sales targets and objectives
• Adherence to Quality and Compliance processes to minimize business risk
• Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures
• Adapt and change to fit in with changing business operational requirements
• Resolve complaints and objections
• Build and maintain good client relationships
• Managing information regarding new products, rate changes, rulings, training updates etc.
• Keep abreast of developments and trends in the industry – self learning
• Ensure commitment to the FAIS Fit & Proper qualification requirements

Qualification & experience

Knowledge and skills

Personal qualities

Start Date :

This intake starts in August / September