Copy of Entrenchment Universal Banker

To drive sales growth of Funeral Plans and Life Insurance within Personal Banking through proactive outbound telesales and virtual client engagement. This is a 12-month fixed-term contract focused on identifying client protection needs, converting sales opportunities into appropriate insurance solutions and consistently achieving defined sales and cross-sell targets, while delivering a positive client experience and ensuring adherence to regulatory requirements.
Key Responsibilities:
Proactively sell and cross-sell Funeral Plans and Life Insurance products through outbound telesales and virtual client engagement.
Identify client insurance and protection needs through effective questioning, product recommendations and needs-based sales conversations.
Execute outbound sales campaigns, engage prospective and existing clients and convert opportunities into successful insurance sales.
Clearly explain insurance product features, benefits, premiums and policy conditions, ensuring clients make informed decisions.
Accurately capture and process insurance applications, maintain client records and track sales performance in line with FAIS, compliance and operational requirements.
National Certificate in Banking (NQF 5), FAIS-recognised, or an equivalent relevant qualification.
Must meet the applicable FAIS Fit and Proper requirements for the role.
Minimum Experience:
Minimum of 12 months' continuous experience in a target-driven telesales or outbound sales environment, preferably within banking, insurance or financial services.
Experience engaging clients telephonically, identifying sales opportunities and promoting products or services.
Demonstrated ability to achieve sales targets, handle objections and convert client conversations into successful sales.
Basic understanding of insurance products, particularly Funeral Plans and Life Insurance, would be advantageous.
Experience working with sales targets, conversion rates, customer relationship management systems and sales reporting.
Behavioural Competencies:
Checking Things
Convincing People
Developing Expertise
Embracing Change
Meeting Timescales
Technical Competencies:
Application & Submission Verification (Consumer Banking)
Banking Processes & Procedures
Client Acceptance & Review
Customer Understanding (Consumer Banking)
Processing & Product Knowledge (Consumer Banking)

Employment type
Contract

Work arrangement
No