1Life Associate Brand - Branch Sales Consultant

The Mass Market Tied Agent will be responsible for funeral sales and servicing in the mass market client segment.

RESPONSIBILITIES

Develop a personal network within the sales territory and represent the organisation and Finbond at relevant industry events. Source referrals and recommendations from existing customers and contacts to identify sales opportunities, promote the organisation, and enhance its reputation.

Sell Customer Propositions

Identify products or services that best meet customer needs, propose quantities and configurations using personal expertise, explain options to customers, and invite purchases under standard terms and conditions.

Customer Prospecting

Guide customers through product features, linking them to customer pain points.

Customer Relationships Development

Implement a contact plan to communicate product launches and engage potential customers in sales campaigns, building relationships. Act as the first contact for queries and complaints, resolving issues or referring complex cases appropriately.

Client & Customer Management (External)

Manage key relationships to maintain satisfaction, retention, and loyalty.

Performance Management

Respond to personal objectives, take actions to achieve goals, and use performance systems for improvement.

Client Document Management

Create and ensure compliance with document management policies.

Operational Compliance

Understand organisational policies, procedures, and relevant regulations; obtain necessary authorisations for exceptions.

Personal Capability Building

Engage in development activities, stay informed on industry regulations and best practices through ongoing education, conferences, and media.

BEHAVIORAL COMPETENCIES

Drives Results

Achieve results under challenging circumstances, set bold goals, and show tenacity.

Communicates Effectively

Tailor communication to audience needs, build support with compelling arguments, and foster trust through honesty and reliability.

Ensures Accountability

Meet commitments, track performance, learn from outcomes, and handle challenges effectively.

Customer Focus

Build relationships, solicit feedback, and respond to customer needs, maintaining composure under adversity.

Interpersonal Savvy

Relate well with diverse groups, recognize social cues, and build rapport easily.

Plans and Aligns

Prioritize work, adapt to changes, and align team efforts with organisational goals.

Action Oriented

Seize opportunities, act decisively, and pursue new ventures with enthusiasm.

Manages Conflict

Handle conflicts constructively, defuse tensions, and communicate viewpoints sensitively.

Builds Networks

Develop and leverage relationships inside and outside the organisation to support goals.

Business Insight

Apply knowledge of the market and business drivers to inform decisions.

Self-Development

Seek growth opportunities, create development plans, and apply new skills.

Skills

Use office equipment and software effectively; support business processes.

Product Knowledge

Become an authority in funeral products and services.

Verbal Communication

Communicate clearly and professionally, providing guidance and expressing ideas effectively.

Action Planning and Work Scheduling

Develop plans independently, provide guidance, and express ideas clearly in writing.

Closes Effectively

Work independently to reach mutually beneficial commitments and advance client relationships.

Builds Rapport

Establish trust quickly, understand client needs, and demonstrate professionalism and empathy.

Customer Service Delivery

Maintain high standards of customer service independently, providing guidance as needed.

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