Job Specification – Sales Consultant

1. Job Information

Position Title:   Sales Consultant

Department:     Sales & Distribution

Reporting to:    Manager: Business Development

Closing date:     22 December 2023

Location:          Head Office (Rivonia)

Position:           One

Type:                Permanent

2. The main purpose of the Job:

The Sales Consultant will be responsible for driving revenue and meeting sales targets by pitching Envi Africa Life solutions to small and medium-sized businesses, society schemes and individual groups. The focus is on cultivating robust relationships, comprehending the business requirements of stakeholders, and presenting tailored solutions to address those needs.

This position presents an opportunity to influence our company’s expansion and triumph directly. We are seeking a dynamic and seasoned professional who is eager to embrace this stimulating opportunity, making this an experienced-level role.

3. Job Objectives

• Execute a sales plan and budget for each individual Broker/corporate client by product and class.
• Discusses new business opportunities, issues and concerns with the Sales Manager / National Manager on a daily basis.
• Develops and maintains good relationships with Brokers through regular contact, regular communication, and excellent service delivery, which becomes evident from an increase in new business and retention of renewals.
• Analyse, interpret and initiate corrective action on large losses and loss ratio
• Ensures that new business / renewal closings and endorsements are correct as per quote given, ensures that the company is not overexposed, and ensures that all debits are raised timeously.
• Assisting Claims Negotiators with policy interpretations on settlements of claims when required
• Liaising and assisting Credit Control with collection of due and outstanding premiums

4. Job Specific Requirements

Job Knowledge:

• Insurance Industry (Life)
• Business Environment
• Marketing & Sales
• Risk Management: Funeral & Life cover

Job-Related Essential Skills:

• Communication
• Interpersonal Relations
• Problem Solving
• Decision Making
• Administrative
• Presentation & Facilitation
• Training
• Report Writing
• Analytical
• Negotiation
• Numerical Ability (Intermediate)
• Computer Skills (MS Office Suite)

Job Experience:

• 3-5 years Long-Term Insurance experience (Individual & Group Funeral & Life products)
• Minimum 2 years Funeral sales experience
• Minimum 3 years within the Financial Services industry

Education:

• Minimum Grade 12 (with relevant experience)
• Tertiary qualification (advantage)
• FAIS requirements based on DOFA date.
• RE 5 (Compulsory)
• Industry related NQF 5 – 120 credits (Advantageous)

5. Competency Requirements:

Essential

• Deciding and Initiating Action
• Persuading and Influencing
• Presenting and Communicating Information
• Analysing
• Planning and Organising
• Delivering Results and Meeting Customer Expectations
• Entrepreneurial and Commercial Thinking
• Working with People
• Relating and Networking
• Creating and Innovating
• Adapting and Responding to Change
• Coping with Pressures and Setbacks
• Excellent written and verbal communication
• Attention to detail.
• Excellent time management skills
• Ability to work independently and within a team structure.
• Analytical
• Adhering to Principles and Values
• Communication skills
• Ability to learn and adapt quickly.
• Fit and proper

Desirable

• Writing and Reporting
• Applying Expertise and Technology
• Achieving Personal Work Goals and Objectives
• Learning and Researching
• Presenting and Communicating Information
• Writing and Reporting
• Ability to work well under pressure.
• Self-motivated and self-disciplined
• Good problem-solving techniques & negotiation skills
• Ability to work independently and as part of a team.
• Ability to work in an open plan environment.
• Willing and able to work extra hours, outside normal business hours as and when required.
• Negotiation skills
• Clear criminal and credit record

6. Key Responsibilities

• Candidates must have an existing network and call book that they bring to the role.
• Understand the Group Life and Group Funeral products and solutions offered by the organisation and keep up to date with industry trends and advancements.
• Initiate a plan of action to target identified group stakeholders to effectively create interest in proffered solutions.
• Identify and contact potential groups through various methods, such as cold-calling, networking, and referrals.
• Achieve monthly, quarterly, and annual targets as set by the business.
• Market Research and understand the sector with the aim to grow it with firm business analysis.
• Create and Build New Clients and grow existing clients.
• Provide end to end Business and Customer support to both existing and prospective customers.
• Successfully navigate the policy administration system platform to exhibit business solutions with finesse, providing excellent customer service throughout the sales process, displaying a deep understanding of the solutions, and resolving possible issues in the process.
• Provide product presentations and demonstrations to stakeholders, showcasing the benefits and features of the solutions.
• Generate quotes for stakeholders using the policy administration system platform and manage renewals to retain clients across the annual contract period.

• Strong Presentation skills that is influential and persuasive to deliver to key executives and on management level.
• Administration and Systems:
  • Compile weekly and monthly reports as needed for all the activity on the portfolio.
  • All administration functions required of the role including excellent presentations and slide deck to group Clients.
• Networking and relationship management across the business, products and corporate in general
• Manage all action leads received and create own leads through marketing and business development initiatives.

Additional Requirements:

• Own a car and willing to travel to clients where applicable.
• Training and Facilitation Experience advantageous
• Ability to travel easy to Sandton, where our Office is situated.
• Fluent English and most African languages

To apply, please email your cv to recruitment@enviafrica.co.za