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Sales Executive - Pet

Sales Executive - Pet

Oneplan Underwriting Managers LtdZA
11 days ago
Job description

Job title : Sales Executive - Pet

Job Location : Gauteng,

Deadline : November 22, 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 pay check
  • 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 Afrikaans
  • Fluent in Afrikaans (spoken and written)
  • Undergraduate / Postgraduate qualification in related field advantageous
  • Minimum working experience of 3 years 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
  • Query Resolution
  • Build & Develop Client Centric Capabilities
  • Deliver on Client Expectations
  • Knowledge Sharing
  • Driving Excellence through Client Experience
  • Essential

  • Evaluating Problems
  • Investigate Issues
  • Problem Solving
  • Building Relationships
  • Communicating Information
  • Showing Resilience
  • Adjusting to Change
  • Giving Support
  • Processing Details
  • Structuring Tasks
  • Driving Success
  • 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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