Sales & Account Management Requirements

Minimum qualification required for this position:

Grade 12

FAIS Compliant / If not candidate will have to attend a Learnership to obtain necessary credits

whilst employed at Kayser Baird.

Minimum experience required for this position:

0 – 3 years

Primary purpose of the position:

Quoting on new business requests for personal insurance where no cover is in place.

Issuing of policies once a client accepts a quotation.

Meeting monthly targets.

To keep the Kayser Baird Brand Promise of meeting and exceeding client expectations.

Competencies required achieving the core KPAs:

Behavioural attributes:

Communication skills

Customer service

Relationship building

Interpersonal sills

Task, time and detail driven

Rule orientation

Negotiation skills

Planning and organising

Able to support and back up a busy team

Friendly and co-operative

Enthusiasm

Attention to Detail and methodical

Technical skills:

Computer Literacy [MS Excel, MS Word, PowerPoint, Microsoft Office]

Key performance areas:

1. Establishing the insurance needs for clients and quoting them accordingly

2. Comparing current policies/ quotations to our available products and quoting

accordingly

3. Issuing of policies once clients accept quotations.

4. Telephonic Sales

5. Working closely with consultants to sign up new clients.

6. Proficient in Administration

7. Demonstrate Personal Competence