Financial Adviser

Sales Consultant: Telesure

Telesure Group Services
Sales and Retentions Consultant
 Dainfern, Fourways
 Full Time
Telesure is growing, and looking to employ young, target driven Sales Consultants and Retentions Consultants.

If you have both these skills, or either one, please read on. You must be target driven, a positive thinker, and want to grow with our ever evolving company.

Duties & Responsibilities

Effectively manage contacts from start to finish with customers, regardless of the data distribution channel.
Contribute to the achievement of organisational objectives through understanding and delivering the required individual targets (e.g. achieving talk time targets, sales targets etc.).
Deliver efficient customer service levels through effective call management.
Achieve operational requirements and service delivery through effective time and attendance management.
Connect, develop rapport, form relationships and ensure positive customer experiences at all times.
Understand the customers’ unique profile, identifying a relevant course of action based on customer needs and undertake an appropriate course of action ensuring customer satisfaction.
Responsible for individual actions and the delivery of high quality standards.
Deliver the Telesure Service Way through personal effort and through others.
Deliver on Treating Customers Fairly principles in alignment with regulatory requirements


Accurately identify the origin and reason for policy cancellations (or cancelled policies) relative to the various channels and brands (broker or customers).
Effectively determine the cause for the policy cancellation (or potential policy cancellation) by selecting the most appropriate approach of responding to the customer or broker.
Apply different discounting strategies relative to customer profitability as determined by business analytics and tools.
Engage in effective brand reputation management aligned to specific customer concerns in order to limit brand damage and integrity.
Update key customer information across all relative systems as required.
Adhere to all required risk and compliance requirements as stipulated for the role; adhere to all business rules, business processes and system access and management regulations on an on-going basis.
Adherence to agreed house rules for the team and environment aligned to key performance and quality standards at all times.
Effective retention of customers for the business across all channels and brands measured by agreed persistency ratios.
Deliver the Telesure Service Way through personal effort and through others.
Deliver on TCF principles in alignment with regulatory requirements.
Desired Experience & Qualification

FAIS Credits – full 150
At least Two to Three years experience in Short-term (Personal Lines or Commercial) or Long-term, or Health
Package & Remuneration
Market Related CTC

Provident Fund

Medical Aid