Two Mountains : Branch Consultant

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.

• To effectively sell life assurance products at branch level
• To use appropriate interpersonal styles and communication methods to gain acceptance of Two Mountains' 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

• To service all walk in customer’s end to end and ensure customer 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 administration
• 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)
• Ensure that the targets 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
• Conduct internal QA checks on captured work and spot checks on printed email
• Contact clients on incomplete new business and records daily stats
• Full knowledge, understanding and 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

• Matric
• Post Matric Qualification
• RE (added Advantage)
• 2 years call Centre or 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

Candidates must preferably reside at Daveyton, Thokoza, Spruitview, Thembisa and Spruitview

Earn by unlocking a basic salary by meeting targets , plus commission and incentives.