1. Sales Consultant (Funeral) x50
Listing Reference: S0044115
Listing Status: Open
Position Summary
Company: 1Life Insurance
Industry: Insurance
Job Category: Sales Consultant (Funeral)
Location: Gauteng, South Africa
Contract Type: Permanent
Remuneration: Negotiable
EE Position: Yes
Closing Date: 2025/02/03
Introduction
1Life Insurance, a wholly owned subsidiary of Clientele Limited, is on a mission to revolutionize South Africa’s life insurance sector by focusing on customer service, education, and well-being. With the aim of offering easy-to-understand, service-oriented insurance products, 1Life is seeking passionate and driven individuals to join their team. The role of a Sales Consultant in the funeral insurance department is an exciting opportunity for those who are looking to make a meaningful impact while pursuing a fulfilling career in sales.
Job Description
As a Sales Consultant at 1Life, you will be tasked with developing strong customer relationships and promoting funeral insurance products to potential clients. Your responsibilities will include conducting sales calls to offer new products, clarifying customer needs, and providing tailored solutions based on the customers’ requirements. You will also have the chance to sell relevant insurance products, manage operational compliance, and use customer relationship management (CRM) systems effectively. Your role will also require you to meet performance targets, build customer loyalty, and identify new sales opportunities through referrals and recommendations.
The role demands a resilient, adaptable, and highly communicative individual who can handle different customer interactions with ease and professionalism. The company values innovation and expects you to contribute positively to their goal of transforming the life insurance industry in South Africa.
Ideal Candidate
The ideal candidate for this position will be a motivated individual with experience in telephonic sales and a strong ability to meet sales targets. You should have excellent communication skills, a deep understanding of customer needs, and the ability to offer appropriate insurance products that align with those needs. Experience in cold calling and knowledge of the insurance industry are advantageous but not required.
Key competencies that 1Life seeks in an ideal candidate include:
- Customer focus and relationship building
- Strong verbal and written communication skills
- Ability to persuade and influence potential customers
- Resilience in the face of rejection or difficult sales situations
- Flexibility to adapt to different customer needs
- Self-motivation and drive to succeed
Role Responsibility
- Customer Relationship Development: Make outgoing calls to existing customers to offer new products and build relationships.
- Customer Needs Clarification: Conduct interviews with clients to assess their needs, explain relevant insurance options, and gather detailed information to ensure the best solutions.
- Sales Proposition Delivery: Propose appropriate funeral insurance products to customers based on their needs, ensuring that the solutions provided are clear, beneficial, and meet the customers’ requirements.
- Compliance and Operations: Stay compliant with company policies, regulatory codes, and mandatory procedures to ensure the highest standards in customer service and sales practices.
- CRM Data Management: Utilize the CRM system to track customer interactions, schedule callbacks, and ensure the information is updated to facilitate follow-ups and improve retention rates.
- Performance Management: Work to meet and exceed sales targets and deadlines, ensuring quality and timely completion of all tasks.
- Personal Capability Building: Take part in ongoing training to stay updated on the latest company policies, product offerings, and industry regulations.
- Sales Opportunities Creation: Identify potential clients through customer referrals, recommendations, and other marketing efforts to broaden the customer base.
Skills & Attributes
- Direct Sales Expertise: Previous telephonic sales experience is essential, with the ability to maximize volume and value in direct sales.
- Verbal and Written Communication Skills: Strong communication skills are key in conveying product offerings and interacting with clients.
- Computer Proficiency: Must be comfortable with using office software, particularly Microsoft Office Suite, and be able to handle the CRM systems effectively.
- Action Planning and Scheduling: The ability to organize tasks effectively and work independently to achieve individual sales goals.
- Writing Skills: The ability to clearly document customer interactions and develop concise, action-oriented sales plans.
- Tools: Experience using telephony systems such as Avaya is advantageous for managing high volumes of calls and customer interactions.
Education and Experience Requirements
- General Education:
- Must be within the DOFA (Date of First Appointment) for compliance with financial regulatory requirements.
- Matric (Grade 12) or an equivalent qualification recognized by the South African Qualifications Authority (SAQA) is essential.
- Regulatory Exam 5 (Advantageous)
- 120 FAIS Credits (Advantageous)
- It is the responsibility of applicants to provide certified evidence that their qualifications meet the required NQF level for this role.
- Experience:
- At least 2 years of experience in telephonic sales is essential.
- Experience in cold calling and customer outreach is advantageous but not a requirement.
- Knowledge of the life insurance industry and understanding of funeral insurance products is a plus.
Behavioral Competencies
- Customer Focus: Building strong customer relationships and offering customer-centric solutions by keeping in contact to resolve issues and gather feedback.
- Resilience: Maintaining professionalism and composure during challenging situations, overcoming obstacles without losing motivation.
- Situational Adaptability: Adjusting strategies and demeanor based on changing customer demands or market conditions.
- Interpersonal Savvy: Demonstrating sensitivity and tact when dealing with customers and colleagues, building rapport with diverse groups.
- Instills Trust: Gaining the trust of customers and colleagues by acting with integrity and honesty, aligning actions with company values.
- Ensures Accountability: Holding oneself and others responsible for meeting commitments and delivering results.
- Persuasion: Effectively presenting compelling arguments to influence customers’ decisions and close sales.
- Communication: Developing clear communication strategies that cater to the unique needs of different customers and stakeholders.
- Conflict Management: Navigating conflict situations with patience and an open mind to achieve constructive resolutions.
- Action-Oriented: Taking quick, enthusiastic action to seize new opportunities and overcome challenges.
- Results-Driven: Consistently striving to achieve and exceed targets and performance goals.
The role of Sales Consultant at 1Life Insurance offers an excellent opportunity for individuals looking to grow their careers in the insurance industry while contributing to a transformative vision. With strong values centered around customer care, operational excellence, and ongoing personal development, 1Life provides an environment for success and growth. If you are passionate about sales, customer service, and making a difference in the lives of others, this could be the perfect position for you.
Interested candidates are encouraged to apply before the closing date, 2025/02/03, and take the first step toward becoming part of a leading insurance company in South Africa.
2. Sales Commissions Administrator at 1Life Insurance – Gauteng
Job Reference Number: OLI-1806
Department: 1L Direct Sales
Industry: Insurance
Job Type: Permanent
Positions Available: 1
Salary: Negotiable
Location: Gauteng
Closing Date: 2025/02/11
Company Overview
1Life Insurance is a licensed life insurer in South Africa, committed to transforming the life insurance sector by making it more customer-friendly, service-oriented, and educational. As a subsidiary of Clientele Limited, 1Life aims to change the lives of its customers and staff by promoting an informed and supportive approach to life insurance.
Job Description
Position Overview
The Sales Commissions Administrator will play a crucial role in providing accurate and efficient support to the 1Life direct sales and third-party distribution commissions teams. The primary focus of this role is to process, calculate, and provide administrative support for all sales commissions, ensuring that all payments and incentives are accurately managed.
Key Responsibilities:
- Administration
- Produce and update best practices for commission and administrative processes.
- Track, validate, and calculate commissions for direct sales and third-party distribution teams.
- Prepare commission statements for internal and external partners.
- Payroll Administration
- Input payroll data to ensure the accurate delivery of payroll services.
- Prepare payroll reports and reconciliation for bank submission and financial systems.
- Document and Data Management
- Ensure compliance with the company-wide document management system.
- Track processes and maintain accuracy in documenting submissions and approvals.
- Operational Compliance
- Identify and report any instances of non-compliance within the commissions departments.
- Ensure adherence to the organization’s policies, regulatory codes, and codes of conduct.
- Insights and Reporting
- Extract data to generate various reports to support decision-making.
- Personal Capability Building
- Develop and maintain knowledge of technology, external regulations, and industry best practices.
Behavioral Competencies:
- Ensures Accountability: Holds self and others accountable for meeting commitments.
- Plans and Aligns: Organizes work efficiently to align with organizational goals.
- Drives Results: Achieves consistent results, even in challenging circumstances.
- Manages Complexity: Breaks down complex information to solve problems.
- Communicates Effectively: Tailors communication style to meet the needs of various audiences.
- Collaborates: Builds partnerships and works collaboratively to achieve shared goals.
- Instills Trust: Earns the trust of colleagues through honesty, integrity, and authenticity.
- Being Resilient: Demonstrates composure and a positive attitude in adverse situations.
- Action Oriented: Takes on challenges with energy and enthusiasm.
- Builds Networks: Establishes relationships inside and outside the organization to support goals.
- Manages Conflict: Handles conflict effectively and constructively.
- Self-Development: Actively seeks opportunities for growth and development.
- Business Insight: Understands business drivers and how personal activities impact organizational goals.
- Decision Quality: Makes sound decisions that move the organization forward.
- Customer Focus: Builds and maintains strong customer relationships.
Skills:
- Computer and System Skills: Proficient in using standard office software and payroll/commission systems, with expert Excel knowledge.
- Policy and Regulation Knowledge: Understanding of laws, regulations, and policies related to commissions.
- Financial Analysis: Solid understanding of financial management principles and payroll/commission structures.
- Communication Skills: Strong verbal and written communication abilities.
- Attention to Detail: Ability to manage detailed data with precision.
- Multi-Tasking: Capable of handling multiple tasks efficiently.
Job Requirements:
- Education:
- Essential: Grade 12 / SAQA Accredited Equivalent.
- Essential: Financial or business diploma.
- Experience:
- Essential: 2-4 years of experience in commission administration.
- Essential: Experience in the Financial Services Industry.
- Compliance with FSCA competency requirements, including FAIS recognised qualifications or regulatory examinations.
How to Apply:
Qualified candidates are encouraged to submit their applications before 2025/02/11. Please include your updated CV and any relevant certifications to ensure consideration for the position.
This position offers an exciting opportunity for an experienced administrator to join a dynamic team at 1Life Insurance, contributing to the efficient and accurate processing of commissions and ensuring operational success within the insurance sector.
3. Sales Consultant Outbound – 1Life Insurance (Gauteng) x6
Job Reference Number: S0043453
Industry: Insurance
Job Type: Permanent
Positions Available: 6
Salary: Market Related
Overview
Join 1Life Insurance, a leader in transforming South African life insurance, as an Outbound Sales Consultant! 1Life is a wholly owned subsidiary of Clientele Limited, with the vision to enhance the insurance industry with customer-friendly services and innovative solutions. Be part of a company that strives to improve the lives of both its clients and staff.
Responsibilities
As an Outbound Sales Consultant, you will be responsible for establishing and maintaining strong customer relationships, providing insightful product recommendations, and meeting sales targets. Key responsibilities include:
- Customer Relationships Development:
Make outbound calls to existing customers to offer new products and services. Ensure consistent communication and satisfaction. - Customer Needs Clarification:
Conduct interviews to clarify customer needs using a structured multi-level sales script. Record and analyze customer requirements accurately. - Selling Customer Propositions:
Identify and recommend the most suitable products or services that match the customer’s needs. Use expertise to guide customers towards the best solutions and influence them to make purchases. - Operational Compliance:
Adhere to organizational policies and procedures, as well as industry regulations, ensuring that all sales are compliant with required standards. - Customer Relationship Management (CRM) Data:
Accurately input data into the CRM system after every customer interaction, ensuring all call plans and follow-up actions are properly documented. - Performance Management:
Prioritize workflow effectively and meet performance targets, including sales quotas and service level agreements (SLA). - Personal Capability Building:
Stay updated with internal policies, procedures, and regulations through regular online training and assessments. - Sales Opportunities Creation:
Generate new sales opportunities by seeking referrals and recommendations from current customers.
Behavioral Competencies
To succeed in this role, candidates must demonstrate the following qualities:
- Customer Focus: Build and nurture customer relationships with a customer-centric approach.
- Being Resilient: Maintain professionalism under pressure, learn from setbacks, and continue working toward goals.
- Situational Adaptability: Adapt strategies and approaches based on the changing needs of each customer.
- Interpersonal Savvy: Build rapport effortlessly with diverse customer groups and handle difficult situations with tact and sensitivity.
- Instills Trust: Establish trust and credibility by acting with integrity and professionalism.
- Ensures Accountability: Take responsibility for your work and meet commitments.
- Persuades: Use persuasive communication to guide customers toward beneficial purchasing decisions.
- Communicates Effectively: Convey clear and accurate information in both written and verbal communication.
- Plans and Aligns: Prioritize tasks and manage time effectively to meet team goals.
- Manages Conflict: Address and resolve conflicts professionally and constructively.
- Action Oriented: Approach challenges with energy and enthusiasm, taking quick action when needed.
- Drives Results: Focus on achieving goals, even under difficult circumstances.
Skills
The ideal candidate should have the following skills:
- Direct Sales: Experience in driving direct sales efforts to maximize revenue.
- Verbal and Written Communication: Clear communication skills to convey ideas, request actions, and collaborate effectively.
- Computer Skills: Proficient in using standard office software and CRM tools (e.g., Microsoft Office Suite).
- Action Planning and Work Scheduling: Ability to develop action plans and prioritize tasks to meet deadlines and targets.
- Writing Skills: Use writing skills to communicate effectively and create action plans.
Tools:
- Telephone system: Avaya
Job Requirements
- Education:
- Matric / Grade 12 or SAQA Accredited Equivalent (Essential)
- Regulatory Exam 5 (Advantageous)
- 120 FAIS Credits (Advantageous)
- Experience:
- 2+ years of telephonic sales experience (Essential)
- Experience in cold calling (Advantageous)
How to Apply:
If you’re ready to be part of a dynamic and thriving team, apply now for the Outbound Sales Consultant position at 1Life Insurance! Please submit your CV and any relevant qualifications to the provided application link.
Administrator (Compliance) at 1Life Insurance
Location: Gauteng
Job Reference Number: OLI-1802
Department: 1L_Operations and Risk
Industry: Insurance
Job Type: Permanent
Positions Available: 1
Salary: Market Related
About 1Life Insurance
1Life is a licensed life insurer with a vision to transform South African life insurance into a customer-friendly, service-oriented, and educational industry. Through innovative solutions, they aim to change the lives of their customers and staff. A wholly owned subsidiary of Clientele Limited, 1Life is dedicated to improving customer experiences within the insurance sector.
Job Purpose
The Administrator (Compliance) will provide administrative support to both internal and external stakeholders. The role involves producing, updating, and offering best practice support for a variety of MS documents, databases, and other departmental systems. The administrator will assist with general administration tasks and the collation of data as needed.
Key Responsibilities
- Data Collection & Analysis
- Collate and analyze information for submission to external parties and audits.
- Ensure accurate recording of information on internal and external systems.
- Operational Compliance
- Develop a working knowledge of organizational policies, procedures, and regulatory codes.
- Adhere to mandatory procedures to meet required standards.
- Document and Data Management
- Create and maintain organized files containing correspondence and records for senior colleagues.
- Client & Customer Management
- Assist in managing clients by carrying out standard activities and providing support.
- Stakeholder Engagement
- Build and maintain relationships with internal and external stakeholders.
- Ensure effective service delivery and meet stakeholder needs within specified SLAs.
- Work Scheduling and Allocation
- Organize own work schedule to ensure tasks are completed efficiently.
- Personal Capability Building
- Participate in development activities, including formal and informal training, to enhance process or technical skills.
Behavioral Competencies
- Ensures Accountability: Takes responsibility for work and holds others accountable.
- Manages Complexity: Effectively analyzes complex information and solves problems.
- Action-Oriented: Acts swiftly and enthusiastically on opportunities and challenges.
- Optimizes Work Processes: Ensures efficiency and continuous improvement in processes.
- Customer Focus: Develops strong customer relationships and consistently exceeds expectations.
- Communicates Effectively: Conveys information clearly and listens attentively.
- Balances Stakeholders: Manages the needs of multiple stakeholders effectively.
- Collaborates: Works collaboratively with others to meet shared objectives.
- Plans and Aligns: Prioritizes work to align with organizational goals.
- Being Resilient: Overcomes setbacks and remains steady in challenging situations.
Skills Required
- Data Collection and Analysis: Ability to analyze data trends and provide insights.
- Data Management: Organize and protect data to meet business objectives.
- Planning and Organizing: Effective at planning, organizing, and prioritizing tasks.
- Review and Reporting: Ability to create clear and effective reports.
- Policy and Procedures: Develop, monitor, and interpret policies and procedures.
- Verbal and Written Communication: Clear communication skills for expressing ideas and requests.
- Action Planning: Ability to create actionable plans based on recommendations.
- Computer Skills: Proficient in office equipment and standard software packages.
Job Requirements
General Education
- Grade 12 or SAQA Accredited Equivalent
- Diploma in Compliance or Degree in Law (Advantageous)
General Experience
- Minimum of 2 years’ experience in an administrative role with a focus on compliance.
- Experience in general administration and data collation.
Additional Information
- SAQA Accredited Equivalent: Applicants must provide certified evidence that their qualifications meet the required NQF level.
- FSCA Competency Requirements: FAIS recognized qualifications, Regulatory Examinations, Class of Business Certification, and/or CPD compliance.
As a registered Financial Service Provider, 1Life mandates that all representatives meet the necessary competency requirements to remain fit and proper at all times. By applying, you consent to having your qualifications verified.
How to Apply
Interested applicants can apply by submitting their updated CV and relevant supporting documents. Be sure to meet the qualifications and competencies outlined above before applying.