Sales Advisor

at  Health Solutions

INTRODUCTION

Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by using a defined set of Health capabilities.

REQUIREMENTS

• RE 5 (Regulatory Examination)
• FAIS (Financial Advisory and Intermediary Services) recognised qualification or credits pertaining to date of firstappointment.
• Matric (Grade 12) certificate
• Sound working knowledge of the latest Microsoft packages (Word, PowerPoint, Excel & Outlook).
• Good understanding of Financial Services and Insurance industry legislation and regulation.
• Industry knowledge relating to Medical Aid and Gap cover.
• Sound understanding of sales processes.
• 2 – 3 years outbound call centre sales experience.
• Insurance/Finance Industry experience.
• Microsoft office experience – excel intermediate

ROLE PURPOSE

To execute sales initiatives that enable business growth by actively promoting products to potential
customers. This includes but is not limited to sourcing new sales opportunities through digital channels,
face to face, outbound and inbound calls.

DUTIES & RESPONSIBILITIES

• Achieve sales targets by bringing sales process to a successful conclusion by securingcommitments or contracts from customers.
• Provide insights and feedback based on client engagements by keeping detailed records of salesactivities, customer interactions and progress towards targets.
• Adhere to Quality and compliance processes to minimize business risk.
• Execute effective sales calls by establishing the clients’ needs and matching them to the productbenefits.
• Maintain optimal operational efficiencies based on productivity measures.
• Keep abreast of industry developments and trends through continuous self-learning. This involvesadapting to changes in product, markets, and sales techniques.
• Conduct competitor research by staying informed of competitor activities and customerpreferences to aid with objection handling techniques.
• Generating leads through various channels such as cold calling, inbound and email campaigns.
• Ensure high levels of client experience by demonstrating sound understanding of product andinternal processes.