Momentum: Digital Sales Internships (Business or Financial Management Graduates)

Role Purpose: To understand and contribute to clients’ life cover applications from start to finish through assisting them in understanding their needs,the benefits of the product and thevalue it will add.

Duties & Responsibilities

• Engage telephonically with clients to understand their interest in the product.
• Plan and manage the optimisation of leads performance and improvesales conversion rates.
• Track, create and analyse leads performance and generate weekly and monthly reports.
• Must be able to identify opportunities to improve sales conversion with sales teams through gaining insights from the digital channel.
• Loaded and allocated confirmed leads to a sales agent to quote and close.
• Provide a seamless new business client experience by ensuring that all new business applications are fully completed.
• Ensure that missing and outstanding information throughout the client's onboarding process (such asapplication, medicals etc.) is proactively followed up on.
• Capture all data accurately on relevant systems according to agree upon SLA's.
• Analyse data to understand root cause of errors that occur in the administration and leads qualifying process.
• Accurately capture client information, relevant actions and sales on the systems.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production and quality.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Escalate client queries to the relevant department or stakeholders.
• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate after sales services.
• Build and maintain relationships with clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Identify opportunities to enhance cost effectiveness and increase operational efficiency.

Requirements

• Grade 12 or equivalent qualification (required)
• Relevant Business or Financial Management degree or 3 years diploma (required)
• Knowledge of the financial servicesor insurance industry (beneficial)
• Aspirations towards a career in financial Planning (beneficial)

Skills and Competencies

• Planning and organising skills
• Time management skills
• Critical Problem Solving
• Interpersonal skills
• Communication skills