Description Conduct Outbound/Inbound/Funeral policy sales.
Initiate the customer relationship and meetvarious KPIs.
Connect with the customer, conduct needs analysis and proposecustomer solutions.
Consultant requires a solid knowledge of products andmarket, their characteristics include a focus on growth of the brand Customer Relationships Development Make calls by telephone to customers to offer new products to existing clientbase.
Customer Needs Clarification Interview the customer, following a complex multi-level sales script, to clarify thecustomer's requirements.
Or assist in conducting interviews with potentialcustomers to collect client requirements making detailed notes.
Sell Customer Propositions Identify the products or services that best meet the customer's needs, use personal expertise to propose quantities within standard operating systems,policies and procedures.
Explain the selection to the customer, influence thecustomer to make a purchase with the best benefits and solutions to meetcustomer needs.
Operational Compliance Develop working knowledge of the organization's policies and procedures and ofregulatory codes and codes of conduct relevant to own work, adhering tomandatory procedures to ensure own work is undertaken to the requiredstandards.
Customer Relationship Management (CRM) Data Schedule callback and enter relevant information into the customer relationshipmanagement system after each contact with a customer to create a call plan andto ensure that the organization has quality data to enable effective customerretention and business development activities.
Performance Management Prioritise own workflow and ensure work is completed to the required standardsof quality and timeliness; use performance management systems to improvepersonal performance to meet SLA.
Personal Capability Building Keep abreast with current changes in internal policies and procedures, externalregulations which is facilitated by the online training system and tracked by aformal assessment.
Sales Opportunities Creation Identify potential customers by obtaining information, referrals, andrecommendations from existing customers.
