Telesales Agents - Cold Calling and Lead follow-up at Jubilee Insurance

Job Ref. No. JAML028

Role Purpose

 The main purpose of this job is to drive revenue growth by actively generating and converting leads into customers, effectively managing the sales process through the CRM system, and promoting the company's products and services. The role also involves providing valuable feedback on customer preferences and market trends to inform strategic decisions and enhance overall sales performance. The position is essential in ensuring that sales targets are met while maintaining high standards of customer engagement and satisfaction.

Main Responsibilities

Lead Generation and Conversion:

• Proactively initiate contact with potential customers through cold calling, utilizing leads generated by the Customer Relationship Management (CRM) system.
• Engage prospects in meaningful conversations, addressing their needs and concerns to effectively convert them into customers.
• Diligently follow up on all leads and inquiries, maintaining a strong pipeline of potential clients to maximize conversion opportunities.

Sales CRM Management:

• Maintain the CRM system with accurate and up-to-date information, recording all interactions with leads and tracking the outcomes of these engagements.
• Monitor and report on sales performance, analyzing lead conversion rates to identify trends and areas for improvement.
• Ensure the CRM database is meticulously managed, providing real-time insights into sales activities and customer interactions.

Product Promotion:

• Deliver comprehensive and accurate information about the company’s products and services, ensuring potential customers are fully informed of the value proposition.
• Customize product recommendations to align with the specific needs and interests of each customer, enhancing the relevance and appeal of the offerings.
• Act as a knowledgeable resource on the company’s product portfolio, providing expert guidance to assist customers in making informed purchasing decisions.

Sales Reporting and Feedback:

• Systematically track key sales metrics, compiling detailed reports that provide insights into sales performance, customer preferences, and emerging market trends.
• Communicate findings and feedback to the management team, contributing to strategic decision-making and the continuous refinement of sales strategies.
• Regularly report on sales performance and lead conversion rates, offering data-driven recommendations to enhance the effectiveness of sales efforts.

Skills Required

• Proven experience in sales, especially in telesales or customer service.
• Strong persuasive and negotiation skills.
• Ability to build rapport quickly and handle objections.
• Proficiency in using CRM systems.
• Excellent interpersonal and communication skills.

Key Competencies

• Strategic thinking and decision-making abilities.
• Strong problem-solving and analytical skills.
• Effective communication and interpersonal skills.
• Results-oriented mindset with a focus on delivering quality outcomes.

Qualifications

• Degree in Business Administration, Customer Experience, or a related field.

Relevant Experience

• At least 2-3 years of experience in telesales or customer service roles, preferably within the asset management sector.