Hollard: Branch Consultants (Nationwide)

Branch Consultants

Closing Date 2020/03/31

Reference Number HOL191212-2

Job Title Branch Consultants

Business Unit Hollard Life

Department Sales

Job Type Classification Permanent

Reporting To Branch Manager

Number of Positions 10

Location - Town / City All Regions

Location - Province Other

Location - Country South Africa

Job Advert Summary

Hello… Exciting new opportunities have just become available in our Hollard Life area. We are looking to recruit Branch Consultants. We have various opportunities in locations around the country. Apply today and let’s find the right location for you!

Job Purpose

To promote and sell financial services and insurance products to prospective customers, and to service walk-in customers efficiently and responsibly

Key Responsibilities


To effectively sell life assurance products at branch level

To use appropriate interpersonal styles and communication methods to gain acceptance of our products from walk in prospects

To accurately identify insurance needs by asking effective questions and listening attentively

Match benefits accordingly and demonstrate how a product satisfies the needs

Gain commitment to recommended action around buying an insurance product

To handle objections and overcome them with ease

Develop sales strategies to compete with other individuals or companies who sell insurance

Explain features, advantages of policies and/ products to promote a sale

Perform administrative tasks, such as maintaining records of potential clients

Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Ensure that the targets are met

Data Capture new business for various portfolios on MIP and check all information to ensure


Contact clients on incomplete new business and records daily stats

Customer Service:

To service all walk in customers end to end and ensure customer satisfaction

Action all customer requests and retain existing customers by identifying cross sell and upsell


Assist clients face to face with end to end policy administration

Updating and changing data relating to each policy on the system

Full and accurate assessment of all maintenance requests within scope, in terms of policy processes and procedures.

Maintaining clear and consistent communication with internal & external parties regarding maintenance of policies and requirements thereof.

Follow up on outstanding requirements with internal & external parties.

Maintaining professional verbal and written communication with customers (internal and external).

To resolve all incoming queries effectively and efficiently thus ensuring customer satisfaction.

Customer service delivery according to the specification of the branch

Fostering a service delivery culture within the branch

Attend to the needs of walk in clients requests, process required changes, and ensure that all necessary forms are fully completed, signed and indexed

Update daily stats of walk in clients and provide weekly/monthly reports

Capture returned mail on MIP, contact the clients, update notes and activate the changes and update the spread sheet.

Data Capture new business for various portfolios on MIP and check all information to ensure


Full knowledge, understanding and ability to accurately, scan, index and allocate mail on workflow within SLA time

Complete all active workflows within SLA time

Required Knowledge and Experience

Minimum of 2 - 4 years retail experience in a well-established brand

Computer Literacy in MS Office and Intermediate Excel

Insurance Industry understanding

2 years call centre experience in sales or customer service environment

PC Knowledge (Windows essential) – Word, Excel an advantage

Financial services experience preferable

Proven track record of driving sales and stock management

Planning and implementation of promotional activities – Branch based and national

People skills

Listening Skills being able to interpret words spoken/being able to listen between the lines, not interrupting customers

Flexibility – show positive response to change. Must be a fast learner and able to work under extreme pressure.

Customer focused – Needs to understand and respond effectively to customer needs and offer polite and efficient service at all times.

Results oriented – Needs to know what is required and take appropriate action.

Educational Requirements


Relevant Diploma

RE an added advantage an added advantage

Click HERE to apply