Job Title: Sales Consultant - Kuruman x2 and Welkom x2
Expire: 2012-04-16
SCRA0002
Sales Consultant - Kuruman x2 and Welkom x2
Kuruman x2 and Welkom x2
Job Purpose To grow the client base/portfolio by identifying and fulfilling client/small business needs and providing consistent excellent service to ensure the retention, satisfaction and expansion of the client base.
Client Service Focus on client retention; build and maintain relationships with clients to ensure financial needs of clients are met across all product lines. Educate and navigate customers; provide efficient quality service; resolve client complaints and queries; proactively call clients; make client appointments; action renewal reports. Implement client call back policy as per requirements
Sales Growth Proactively initiate sales; ensure sales targets are met; cross sell products to customers; generate leads to personal financial planning; action leads received; load deals; motivate to credit; liaise with product divisions; follow up outstanding deals and leads; gather required documentation; provide feedback to clients; follow intermediary code of behaviour.
Internal Processes Ensure compliance and conformance through: accuracy of documentation, legislation, risk and safety management, escalation process; housekeeping (clean desk policies etc); FAIS supervision process; respond to daily e -mail communication; responsible for all client FICA requirements; act as FAIS representative and comply with all legislative requirements. Action control checklists; prevent negligent losses
Learning and Development Training & development for self, performance contract and development plan in place, multi-skilling; complete banker curriculum; SGA; complete damelin (30 credits) modules; complete all future FAIS requirements (120) credits; ensure fit and proper; adherence to inherent job requirements from time to time, e.g. FAIS.
Qualifications Matric plus appropriate professional qualification NQF level 5, Relevant financial degree - NQF level 6
Experience required 2 Competencies Initiative
Resilience
Rule Orientation
Integrity
Excellence Orientation
Client Centricity
Verbal Communication
Planning and organising
Building Relationships
Team work
Diversity Sensitivity
Influencing
Attention to Detail
HR Contact Person:
Njabulo Shandu
Kindly ensure that you complete an online application. Queries relating to this position can be referred to the person above. Do not send your application to them directly as it will NOT be considered.
To Apply:
https://www.jonti.co.za/?clbrnd=NEDB0001
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