Petunia - Telesales Agent at O’Keeffe & Swartz

Effective communicator with experience in client engagement and sales presentations.

Dedicated to resolving customer issues promptly, ensuring high satisfaction levels.

Proficient in promoting products and closing sales through persuasive communication.

Works collaboratively with colleagues to meet shared goals and improve service quality.

Conducted outbound calls to potential clients to promote and sell funeral policies and life cover plans.. Explained policy features, benefits, premiums, and terms clearly and professionally.. Assessed client needs through effective questioning to recommend suitable insurance products.. Handled objections and concerns confidently to maximize sales conversions.. Captured accurate customer information during calls and completed application forms.. Consistently met and exceeded sales targets, daily call quotas, and monthly KPIs.. Ensured compliance with industry regulations and company policies, including FAIS requirements.. Provided excellent after-sales service, assisting clients with queries and documentation follow-up.. Educated clients on claim processes, policy terms, and waiting periods.. Maintained detailed records of all customer interactions and policy sales in CRM systems.

Assisted customers with product inquiries, purchases, returns, and exchanges, delivering excellent service.. Handled customer complaints and resolved issues promptly to ensure customer satisfaction.. Maintained a welcoming and organized store environment to enhance the shopping experience.. Operated cash registers, processed payments, and managed accurate cash handling procedures.. Restocked merchandise and ensured displays were clean, attractive, and properly priced.. Provided product knowledge and advice to customers to support their purchasing decisions.. Supported promotional campaigns by informing customers about special offers and loyalty programs.. Worked collaboratively with team members to meet daily sales targets and store goals.. Assisted with stock taking, inventory counts, and receiving new shipments.. Followed company policies and procedures to ensure compliance with health, safety, and security standards.