- Make outbound insurance sales calls to potential customers in accordance with established scripts.
- Offer insurance products to leads and referrals via phone using a provided script.
- Maintain fair treatment of customers, identifying opportunities to enhance product and service offerings for improved customer satisfaction.
- Contribute to the customer experience, campaign performance, and drive targets through proactive efforts.
- Achieve individual sales targets and objectives while working as a productive team player.
- Adhere to Quality and Compliance processes to minimize business and conduct risk.
- Demonstrate adaptability in response to changing business operational requirements.
- Promote professional behavior to protect the interests of both customers and Lewis.
- Accurately record and maintain information regarding sold products, adhering to product/system procedures.
- Stay updated on industry trends and developments in the financial services sector through self-learning.
- Maintain 'fit and proper' status and ensure compliance with FAIS Act and Policyholder protection rules/requirements.
- Commit to ongoing learning, training, product knowledge, and call centre operation/system requirements.
- Inbound and outbound insurance telephonic sales skills.
- Knowledge and understanding of applicable Acts and Regulations.
- Insurance product expertise.
- Sales and interpersonal skills.
- Language proficiency in English, with additional language skills in Sotho, Setswana, Sepedi, Xhosa, Zulu, and Afrikaans.
- Proficiency in MS Office (Word, Excel, Outlook) and good typing skills.
- Strong organizational and communication skills.
- Ability to work under pressure in a deadline-driven environment.
- Attention to detail and problem-solving skills.
- Highly productive team player with efficient work habits.
- 'Fit and proper' status and integrity.
- Minimum 6 months of experience in an Insurance Sales Outbound Call Centre.
- Insurance or Financial Services sales experience.
- Life and Non-Life insurance experience.
- A proven track record of achieving sales targets and efficiencies.
- Minimum Grade 12 or relevant NQF 4 qualification required.
- Recognized Sales/Marketing/Insurance Diploma/Degree preferred.
- FAIS Regulatory Exam (RE) certification, particularly RE5 for Representatives.
- FAIS Fit and Proper status upon appointment (not previously debarred by an FSP), a condition of employment.
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Insurance Call Centre Agent - Cape Town - Lewis Group
1 week ago

Description
Job Title: Call Centre Agent - Insurance Sales
Description:
The successful candidate will be part of a dynamic team that provides insurance products to customers, adhering to regulatory requirements.
The key objective is to contribute to the growth targets of the Insurance Call Centre by offering insurance products efficiently to prospective customers.
Responsibilities:
Competencies:
Requirements:
Qualifications:
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