Nteboheleng Taole
Berea
Summary
Results-driven EcoSure Specialist/Manager at SASSAI ECONET FINANCIAL SERVICES, recognized for expertise in risk analysis and customer experience management. Achieved a remarkable 65% increase in customer retention by enhancing brand visibility and leading a team of 104 brand ambassadors. Proficient in negotiation and stakeholder engagement, with a proven track record of driving revenue growth and improving team performance. Specializes in process optimization, project management, and data analysis to ensure operational efficiency and productivity.
Overview
10
10
years of professional experience
Work History
EcoSure Specialist / Manager
SASSAI ECONET FINANCIAL SERVICES
Maseru
04.2024 - Current
- Proposing sales strategies for Ecosure.
- Proposing target markets, customer segments, and sales goals to maximize product penetration, and revenue generation.
- Evaluating and administrating distribution channels to ensure efficient product distribution
- Establishing strong relationships with distributors, retailers, and other sales partners to enhance the product's reach and availability.
- Tracking and analyzing sales performance metrics for EcoSure.
- Identify areas for improvement, and propose corrective actions to optimize sales performance.
- Following sales and distribution policies and procedures.
- Generating regular reports on sales performance, market trends, and distribution channel effectiveness for Ecosure.
- Overseeing the overall claims disbursement cycle to ensure fraudulent claim payouts are minimized and curbed, to ensure they do not go above industry levels.
- Monitoring and analyzing sales and marketing performance, providing insights and recommendations to drive improvement.
- Maintaining strong relationships with clients, partners, and suppliers to maximize opportunities and build brand awareness.
- Reviewing and approving client proposals and contracts to ensure compliance with company policies and legal requirements.
- Developing and maintaining a thorough understanding of the insurance industry, its products, regulations, and trends.
- Staying up to date on competitor activities, industry developments, and new technologies.
- Working with senior management to develop and implement long-term sales and marketing strategies.
- Participating in regular meetings with team members to review progress and identify areas for improvement.
- Training and mentoring team members, ensuring that they have the knowledge and skills necessary to effectively sell and market insurance products.
- Developing and managing budgets for sales and marketing activities, ensuring that expenditure is in line with company goals and targets.
- Ensuring compliance with all relevant laws, regulations, and industry standards.
- Developing and maintaining a positive work culture that promotes collaboration, teamwork, and high performance.
- Performing other duties as assigned by senior management.
- Managing one hundred and four brand ambassadors (agents), and two insurance administrators.
- Attending and presenting in manco and risco, opco.
- Determined consumer needs to provide products and services appealing to larger market.
- Analyzed key performance indicators to identify effective strategies.
- Implemented strategies to take advantage of new opportunities.
Insurance Sales Consultant
FIRST NATIONAL BANK LESOTHO
Maseru
10.2022 - 03.2024
- Working with the marketing team on various strategic digital marketing opportunities, content management, including growth, engagement, audience following, sales conversions, and competitor analysis across all online channels.
- Collaborated with the customer service team to share products ensuring compliance with brand guidelines across the business
- Implemented online customer service processes to promote positive and consistent user experience ensuring brand loyalty
- Collaborated with user product development staff to define and determine product requirements based on market research analysis
- Specialized in selling Life and Short-term Insurance to Retail and business clients
- Built and maintained strong relationships with clients through regular follow-ups and excellent customer service.
- Analyzed customer data to determine needs and recommend appropriate plans accordingly.
- Offered policy guidance and management to promote asset protection.
- Prospecting for new business by cold calling and lead data base
- Setting appointments to pinpoint prospective client needs, financial goals, and resources
- Arrange holding cover for existing clients who may have a need for immediate cover
- Develop a coordinated protection plan for immediate coverage and long term
- Cross selling and up selling additional company products to existing clients
- Attended industry conferences to stay abreast of new products and services offered by competitors.
- Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Provided expert advice on risk management and helped clients choose the appropriate level of coverage.
- Conducted periodic reviews of clients' insurance needs, suggesting updates or upgrades to policies where necessary.
- Assisted customers in completing insurance applications accurately and efficiently.
- Resolved customer inquiries promptly via telephone or email correspondence.
- Provided leadership and training for new agents regarding industry best practices and company policies.
- Exceeded company sales goals for new policies.
- Analyzed clients' existing insurance policies and recommended adjustments or additional coverage as needed.
- Conducted informative presentations and seminars to groups on insurance products and their benefits.
- Collaborated with underwriters to negotiate terms of policies when necessary.
- Addressed and resolved clients' inquiries and concerns promptly, ensuring high levels of client satisfaction.
- Advised clients on best practices for minimizing risk exposure through proper insurance coverage.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Responded to inquiries and explained product features and service advantages to potential customers.
- Organized promotional campaigns to increase brand visibility in the local community.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Followed up with clients regularly to review existing policies and discuss additional options available.
- Negotiated policy terms and premiums with potential clients, ensuring competitive offers.
- Provided ongoing support throughout the claims process from initial filing through settlement resolution.
- Conducted market research to identify potential clients and develop sales strategies.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Remained current on latest industry trends by gaining comprehensive knowledge of financial and insurance products, services, and best practices.
- Facilitated policy renewals, ensuring clients' coverage needs were continuously met.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Generated leads through cold calling, networking events, referrals, and other marketing initiatives.
- Ensured compliance with state regulations governing the sale of insurance products.
- Developed appropriate quotes based on risk information.
External Sales Representative
FIRST NATIONAL BANK LESOTHO
Maseru
01.2016 - 01.2022
- Working towards achieving revenue targets as set by sales and marketing manager
- Spearheaded the prospecting of new customers through referrals from existing clients and sales phone calls
- Offered professional answers and advice to curious clients encouraging them to close contract on new Chaperone agents
- Worked efficiently to overcome objection while developing sales plans to close sales and exceed established quota
- Building long term relationship with new and existing customers
- Analyzed market segments to identify new business opportunities to expand the existing Cash Plus
- Managed to assist the bank with 50+ Cash Plus agents and providing training to them
- Ensured compliance with sales policies, practices, and legal requirements.
- Coordinated with logistics teams to ensure timely delivery of products to customers.
- Reviewed and analyzed sales performance against plans to determine effectiveness.
- Analyzed market trends and competitive landscape to identify opportunities for growth.
- Presented product demonstrations at trade shows, conferences, and other events.
- Prepared and submitted sales reports and expense reports on a regular and timely basis.
- Developed business cases for new products or services to present to senior management.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Attended industry events to build relationships with key contacts in the field.
- Posed as models for advertising, artistic creation and display of goods.
- Acted as a liaison between the customer and cross-functional internal teams.
- Responded promptly to inquiries from potential customers about product features or pricing plans.
- Delivered sales presentations to high-level executives and decision-makers.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Implemented processes for cross-selling products or services based on customer needs.
- Excelled in exceeding daily credit card application goals.
- Tracked orders from start to finish to ensure timely delivery of goods or services.
- Resolved customer complaints promptly and efficiently.
- Provided exceptional customer service to ensure customer satisfaction.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Answered inbound calls, chats and emails to facilitate customer service.
- Conducted regular follow-up calls with customers after resolving their issues.
- Maintained a high level of professionalism when dealing with difficult customers.
- Developed strong customer relationships to encourage repeat business.
- Participated in training sessions to improve product knowledge and sales techniques.
- Responded promptly to customer inquiries regarding product availability, delivery timescales, prices.
- Identified new business opportunities by researching industry trends and developments.
- Demonstrated products to potential customers and answered questions to close sales.
- Educated customers on product features and technical details to highlight benefits.
- Achieved sales goals, increasing revenue for top accounts and expanding personal sales portfolio.
- Maintained records of customer contact details, sales activities, and other relevant data for reporting purposes.
- Researched competitors' products and pricing strategies to identify areas of improvement in our own services.
- Attended trade shows and sales conferences to network and obtain new business relationships.
- Analyzed customer feedback to identify trends in customer satisfaction or dissatisfaction.
- Cross-sold additional products and services to purchasing customers.
- Maintained open communication with leadership to facilitate business development.
- Implemented effective marketing campaigns designed to increase sales revenue.
- Provided customer service and technical support for inquiries related to products.
- Generated sales by prospecting leads, cold calling and negotiating advantageous deals.
- Updated management on market conditions including changes in competitor offerings or pricing strategies.
- Strengthened branding initiatives by coordinating annual events to maximize outreach.
Customer Service Representative
FIRST NATIONAL BANK LESOTHO
01.2015 - 12.2015
- Improved customer base by engaging in friendly chat with customers
- Building long term relationships with new and existing customers to ensure customer loyalty and maintain market share
- Promoted company products and services including insurance
- Educated prospects about new products and services
- Dealing with customer queries and customer complaints
- Serving customers and dealing with their request
Sales Associate
FOSCHINI
12.2014 - 07.2014
- Assists in making orders, receives stocks, and maintains inventory of clothes and ensures they are securely and appropriately stored and utilized in such a way that stock-outs do not occur
- Comply with rules, regulations and procedures to help maintain a clean and safe store
- Undertake administrative tasks such as record-keeping as assigned by the Store Manager
- Resolve customer complaints, guide them, and provide relevant information
- Cross-sell products and introduce new ones to customers
- Maintaining records by recording and filing new stock and new orders
- Implemented a new, creative method of attracting and retaining customers by 65% over a 1-year period
- Implemented a new method of customer Relationship management which incorporated motivational activities and positive reinforcement, resulting in a 24% reduction in negative customer ratings
- Organized store by returning merchandise to proper areas and restocked displays.
- Answered incoming telephone calls to provide store, products and services information.
- Built and maintained relationships with peers and upper management to drive team success.
- Helped customers find specific products, answered questions, and offered product advice.
- Assisted teammates with sales-processing tasks to meet daily sales goals.
- Ticketed, arranged and displayed merchandise to promote sales.
- Processed credit card transactions quickly and securely.
- Opened and closed cash registers by counting money, separating charge slips and balancing drawers.
- Upsold additional items based on customer interests and needs.
- Greeted customers to determine wants or needs.
- Engaged customers in friendly, professional dialogue to determine needs.
- Greeted customers and provided exceptional customer service.
Education
Bachelor of Arts - Business Entrepreneurship
01.2023
Diploma - Education
01.2012
Some College (No Degree) - insurance
National University of Lesotho
LesothoSkills
- Customers experience management
- Risk analysis
- Evaluation
- Assessment
- Banking product
- Financial management
- Communication skills
- Leadership and management
- Relationship building
- Retaining
- Knowledge of insurance industry
- Technical skill
- Creativity
- Innovation
- Team building
- Problem solving
- Conflict management
- Data-driven decision-making
- Negotiation skills
- Personal initiative
- Brand management
- Coaching and mentoring
- Resilience
- Ethics
Training
- CISE
- Royal service training
- Science and sales training
- Service champion training
References
- Head of HR, +266 59199338/ 2232100
- Mpesa Sales Manager, +266 59950505
- Compliance Manager, +266 58095792/ 22241032
Timeline
EcoSure Specialist / Manager
SASSAI ECONET FINANCIAL SERVICES
04.2024 - Current
Insurance Sales Consultant
FIRST NATIONAL BANK LESOTHO
10.2022 - 03.2024
External Sales Representative
FIRST NATIONAL BANK LESOTHO
01.2016 - 01.2022
Customer Service Representative
FIRST NATIONAL BANK LESOTHO
01.2015 - 12.2015
Sales Associate
FOSCHINI
12.2014 - 07.2014
Bachelor of Arts - Business Entrepreneurship
Diploma - Education
Some College (No Degree) - insurance
National University of Lesotho
Similar Profiles
Lerato MoletsaneLerato Moletsane
Finance Manager - Planning and Analysis at Sasai Econet Financial Services (Pty) LtdFinance Manager - Planning and Analysis at Sasai Econet Financial Services (Pty) Ltd
Tankiso PholosiTankiso Pholosi
ACCOUNTANT at Sasai Econet Financial ServicesACCOUNTANT at Sasai Econet Financial Services
SANDILE DUBESANDILE DUBE
Customer Service Representative at Econet WirelessCustomer Service Representative at Econet Wireless
Michelle CaudellMichelle Caudell
Direct Support Professional at Nathaniel HouseDirect Support Professional at Nathaniel House
Larry GreenLarry Green
Exceptional Child Educator at Madison County Board Of EducationExceptional Child Educator at Madison County Board Of Education