Sales Consultant Location: Auckland, New Zealand Do you have phone-based sales experience, preferably in the insurance industry?
Purpose of Position This is a phone-based role for an insurance service provider.
The Sales Consultant is responsible for managing the quote and application process for clients through proactive and effective phone communication.
This role involves contacting prospective customers via a contact form or online quote/application and offering suitable insurance products.
You will be required to complete the application process with clients, covering health, lifestyle questions, payment details, and declarations.
A key aspect of this role is assisting potential and new customers with their inquiries to generate new business while meeting client needs.
Essential skills include communication, resilience, tenacity, and teamwork.
Benefits Free car park or subsidised public transport costs Free life insurance Subsidised health insurance Subsidised gym membership Wellness days and much more Your responsibilities will include: Prioritise and schedule customer contact.
Maintain accurate lead records.
Proactively call clients to discuss their needs and offer personalized advice.
Provide clear, concise, and effective information.
Complete quote and application forms for clients.
Document inquiries, lifestyle, and medical information.
Support customer retention and handle inbound calls/emails.
Manage issues, escalations, and complaints effectively.
Adhere to compliance processes and regulations.
Collaborate with team members for follow-up tasks.
Identify and implement process improvements based on feedback.
Support system improvements and project delivery.
Skills and Competencies The role is responsible for ensuring that the customer understands the information that is requested of them, so a high level of interpretation, articulation (including medical terminology) and development of client rapport is required.
Customer Focus: Deliver excellent customer experiences over the phone, exceeding expectations, and resolving queries effectively.
Initiative: Display drive and take initiative without prompting.
Problem Solving: Utilise and analyse information to solve problems and identify trends.
Innovation: Embrace new ideas and identify process improvements.
Communication: Build rapport over the phone and present information clearly.
Resilience: Maintain a positive outlook during uncertainty and manage stress effectively.
Technical: Excellent computer skills, MS Office, Outlook How to Apply If you have the required skills and are ready to take on this exciting role, we would love to hear from you!
Please send your resume and a cover letter detailing your relevant experience or contact me for a confidential chat by emailing Please note that only applicants with the right to work in New Zealand will be considered for this position.
