Telesales & Retentions Consultant
An independent registered Financial Services provider that specialises in offering a personalised, professional financial planning service is currently looking to hire a Telesales & Retentions Consultant.
• Arrange appointments for Brokers and meet or exceed weekly appointment target
• Following up on quotations issued
• Rearrangement of appointments when necessary
• Update next review dates and create TASKS
• Cross selling on existing database
• Looking for opportunities to bring on new clients
• Contacting clients with arrear premiums and focusing on keeping retention levels at or above 90% (Lapse ratios are not to exceed 10%)
• Follow up on Campaigns & In-house servicing
• Cross pollination of sales between the three main databases Health, Short Term & Life
• 1 – 3 years exp in similar positions
• FAIS accredited
To apply for this position please could you visit and register your CV at www.smplacements.co.za and apply directly on line.
You can also Fax your CV through to 086 663 6866 or e-mail firstname.lastname@example.org