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Sales Executive - Health

Oneplan Underwriting Managers LtdZA

6 days ago

Job description

Job title : Sales Executive - Health

Job Location : Gauteng,

Deadline : November 15, 2025

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Main purpose of the Job :

This role will only require you to work with warm leads and gives you the opportunity to write your own uncapped paycheck

Sales Target

Achieve target Conversion rations as per company standards

Achieve minimum target number of sales per month as per company standards.

Complete accurate and timely sales administration records.

Submit to the Manager all relevant reports, paperwork, and update on all forward sales activity.

Ensure additional responsibilities are completed as per business requirements.

Maintain and grow existing business by cross selling opportunities.

Keep up to-date sales records for all existing and prospective accounts on company IT systems.

Ensure that your current customer portfolio is satisfied and that all premiums written are collected within the acceptable parameters (Average Collection rate).

All sales transactions need to be done in accordance with legislative and company standards.

Comply with company policies and procedures.Follow One Plans standard operating procedures at all time

Ensure a high level of client satisfaction through proactive support and active listening

Escalate client queries to the relevant department or stakeholder.

Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate service.

Build and maintain relationships with clients and internal and external stakeholders

Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed

Make recommendations to improve client service and fair treatment of clients within area of responsibility

Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service

Respond efficiently, accurately and ensure client feels supported and valued

Educate clients on the value of our products and services

Productivity

Achieve 390 minutes of call time per day as per company CRM system

Achieve 100% productivity measured through achievement of 390 minutes per weekday and 150 minutes per Saturday (twice per month)

Compliance

Adherence to Standard Operating Procedures and Quality Assurance.

Ensure quality scores (both Sales and Wrap Up assessments) do not exceed 10% allowance.

Calculated total fails vs total assessments for the month.

Work collaboratively

Build a culture of respect and understanding across the organisation

Recognise outcomes which resulted from effective collaboration between teams

Build cooperation and overcome barriers to information sharing, communication and collaboration across the organization

Facilitate opportunities to engage and collaborate with internal and external stakeholders to develop joint solutions

Self-Management

Follow through to ensure that personal quality and productivity standards are consistently and accurately maintained

Demonstrate consistent application of internal procedures

Plan and prioritise, demonstrating abilities to manage competing demands

Demonstrate abilities to anticipate and manage change

Demonstrate flexibility in balancing achievement of own objectives with abilities to understand and respond to organizational needs

Job Requirements

Minimum Academic, Professional Qualifications & Experience required for this position

Grade 12 with English and a second language

Undergraduate / Postgraduate qualification in related field advantageous

Minimum working experience of 3 year within an Outbound sales call centre environment (essential).

FAIS Credits and RE5 is advantageous.

Pass technical competency tests on all products.

Display an understanding and knowledge of the product and industry.

Meets FAIS Fit & Proper requirements as per legislation.

Functional Competencies

Literacy – Have excellent reading, writing and interpersonal skills

Pc Literacy – In-depth knowledge of Word, excel, email and Internet

Ability to respond according to TAT

Client Relationship Management

Maximise Service Performance

Objection handling

Build & Develop Client Centric Capabilities

Deliver on Client Expectations

Knowledge Sharing

Driving Excellence through Client Experience

Negotiation skills

Essential

Evaluating Problems

Investigate Issues

Problem Solving

Building Relationships

Communicating Information

Showing Resilience

Adjusting to Change

Giving Support

Processing Details

Prioritise Client Experience

Behaviors

Energy

Passion

Respect for others

Honest and Fair

Positive Attitude

Client Focus

Tenacity

Achieves Results

Sales / Retail / Business Development jobs

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Sales Executive • ZA

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