Hello… Exciting new opportunities have just become available in our Hollard Life area. We are looking to recruit Branch Consultants. We have various opportunities in locations around the country. Apply today and let’s find the right location for you!
Job Purpose
To promote and sell financial services and insurance products to prospective customers, and to service walk-in customers efficiently and responsibly
Key Responsibilities
Sales:
To effectively sell life assurance products at branch level
To use appropriate interpersonal styles and communication methods to gain acceptance of our products from walk in prospects
To accurately identify insurance needs by asking effective questions and listening attentively
Match benefits accordingly and demonstrate how a product satisfies the needs
Gain commitment to recommended action 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 tasks, such as maintaining records of potential clients
Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
Ensure that the targets are met
Data Capture new business for various portfolios on MIP and check all information to ensureaccuracy
Contact clients on incomplete new business and records daily statsCustomer Service:
To service all walk in customers end to end and ensure customer satisfaction
Action all customer requests and retain existing customers by identifying cross sell and upsellopportunities
Assist clients face to face with end to end policy administration
Updating and changing data relating to each policy on the system
Full and accurate assessment of all maintenance requests within scope, in terms of policy processes and procedures.Maintaining clear and consistent communication with internal & external parties regarding maintenance of policies and requirements thereof.
Follow up on outstanding requirements with internal & external parties.Maintaining professional verbal and written communication with customers (internal and external).
To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction.
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 provide 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 information to ensureaccuracy.
Full knowledge, understanding and ability to accurately, scan, index and allocate mail on workflow within SLA time
Complete all active workflows within SLA time

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