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
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.
Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to make this vision a reality.
Fuelled by our passion for enhancing lives and our desire to innovate, Discovery consistently sets global standards, creating shared value through shared intellectual capital. A testament to this is our Vitality programme, which is both a platform to incentivise people to live healthier lives as well as a channel through which shared value is delivered.
We are a proudly South African-born, global company with health, life and short term insurance operations in South Africa and the United Kingdom, and a presence in Germany, France, the United States, Canada, Australia, Singapore, Hong Kong, Philippines, Thailand, Malaysia, China and Japan through our Global Vitality Network. We uphold our promise of shared value by being a positive disruptor that focusses on bringing about sustainable change in the lives of the people and communities we serve across the globe.
Our Vitality Shared-Value Insurance model has received international recognition, including being ranked 17th in Fortune’s index of 51 companies “changing the world” in August 2015, and named a leading health innovator at the World Economic Forum in January 2017.
Our values of leadership, honesty, innovation and fairness act as our compass, directing our business practices to take advantage of every opportunity while looking for ways to dazzle clients.
With an unwavering commitment to being the best shared value insurance organisation in the world, Discovery is a powerful force for social good.
