Conservation Consultant
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Continue to APPLY!Conservation Consultant- job post
Discovery Ltd.
103 reviews
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Business Unit: Discovery Connect
Function: Retentions
Date: 17-Mar-2022
Job Description
Conduct Outbound and Inbound telephonic Conservation to existing Discovery clients, who have requested cancelation of their Discovery products.
Key purpose
Conduct Outbound and Inbound telephonic Conservation to existing Discovery clients, who have requested cancelation of their Discovery products.
Key Outputs
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The successful applicant will be responsible for but not limited to the following broad job functions:
Conduct outbound and inbound telephonic Conservation to existing Discovery client’s, who have requested cancelation of their Discovery policies with the goal of convincing clients to retain their policies with Discovery.
Ensure that all FAIS requirements (FNA,ROA and Statutory notices) are completed during conservation calls.
Ensure that monthly conservation targets are met.
Proactively determine the client‘s needs and have the ability to re-sell product to members.
Proactively evaluate interactions with clients providing dazzling service at all times to internal and external clients
Ensuring that customers concerns are addressed and resolved by the relevant areas
Keep accurate statistics on all calls, contacts and clients spoken to and the report findings to management
Ensure that all administrative changes are done timeously, followed through on and monitored
Personal attributes and skills
Have sales ability and be persuasive
Be friendly, sincere ,confident ,courteous and positive
Be self-managed
Have excellent administration skills and be extremely organized
Have the ability to deal with change
Be able to maintain confidentiality
Have excellent telephone skills
Have excellent verbal and written communication skills
Be self-motivated and pro-active
Be able to prioritize , work under pressure and manage deadlines
Be a team player
Be resilient
Be service orientated and customer focused
Be results driven
Qualification & Experience
Matric
At least 2-3 years’ experience in a Life, Health or short term Assurance sales position and/ or Outbound Telesales environment (Essential)
2-3 year Conservation experience or telesales experience
Excellent English and Afrikaans spoken would be beneficial
FAIS accreditation – NQF 4 or 5 FAIS credits (Required)
Regulatory exams (Required)
Good Excel and Word skills
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
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