Branch Consultant

Branch Consultant

  • 79 Webber Rd, Klippoortjie AH, Germiston, 1401, South Africa
  • Full-time

Company Description

KDO Group (Pty) Ltd, is a registered 100% Black Owned Financial Service Provider that provides distribution of Insurance and Financial Services within South African market. We are a trusted partner dedicated to delivering financial services to our clients for a better business and a better life. Its head office is based in Germiston with 19 branches strategically positioned to allow its representatives to service its clients base in eastern region of Gauteng and Mpumalanga. KDO Group (Pty) Ltd, is a registered 100% Black Owned Financial Service Provider that provides distribution of Insurance and Financial Services within South African market. We are a trusted partner dedicated to delivering financial services to our clients for a better business and a better life. Its head office is based in Germiston with 19 branches strategically positioned to allow its representatives to service its clients base in eastern region of Gauteng and Mpumalanga.

Job Description

To provide customers with excellent service by understanding their needs, identify cross sell solutions, develop enduring and rewarding relationships.

Essential Duties and Responsibilities:

Sales: 

  • To effectively self life assurance products at branch level
  • To use appropriate interpersonal styles and communication methods to gain acceptance of Hollard’s products from walk in prospects
  • To accurately identify customer’s insurance needs by asking effective questions and listening attentively 
  • Match benefits accordingly and demonstrate how a product satisfy the needs
  • Gain commitment to recommended actions around buying an insurance product
  • To handle objections and overcome them with ease
  • Develop sales strategies to compete with other individuals or companies who sell insurance
  • Explain features, advantages of policies and/ products to promote a sale
  • Perform administrative task, such as maintaining records of potential clients
  • Seek out new clients and develop clientele by networking to find new customers and generate list of prospective clients

Customer Services: 

  • To service all walk in customers end to end and ensure customers satisfaction
  • Action all customer requests and retain existing customer by identifying cross sell and upsell opportunities
  • Consultants to assist clients face to face with end to end policy administrator
  • Updating and changing data relating to each policy on CRM system (MIP)
  • Full and accurate assessment of all maintenance requests with scope, in terms of policies processes and procedures
  • Maintaining clear and consistent communication with internal and external parties regarding maintenance of policies and requirements thereof
  • Follow up on outstanding requirements with internal and external parties
  • Maintaining professional verbal and written communication with customers (internal and external)
  • Ensure that the target are met
  • To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction
  • Assist in identifying the areas of concern to improve the branch’s and department’s productivity and attainment to plan 
  • Customer service delivery according to the specification of the branch
  • Fostering a service delivery culture within the branch
  • Attend to the needs of walk in clients requests, process required changes, and ensure that all necessary forms are fully completed, signed and indexed
  • Update daily stats of walk in clients and provides weekly/monthly reports
  • Capture returned mail on MIP, contact the clients, update notes and activate the changes and update the spread sheet
  • Data Capture new business for various portfolios on MIP and check all the information to ensure accuracy
  • Conduct internal QA checks on captured work and spot checks on printed emails
  • Contact clients on incomplete new business and records daily stats
  • Full knowledge, understanding an ability to accurately, scan, index and allocate mail on workflow within SLA time
  • Adhere to all CCT processes and procedures
  • Attend to parked items on workflow

Qualifications

  • Matric
  • Post Matric Qualification
  • RE (added advantage) 
  • 2 years sales experience
  • Self motivated and the ability to work without supervision
  • Ability to work under pressure
  • Strong interpersonal and communication skills
  • Ability to solve problems and decision making

Additional Information

Job Type: Full-time, Permanent

Salary: from R3,500.00 per month

Start Date: 15 October 2021 

Apply on company site

KDO Group (Pty) Ltd

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