Job Title: Sales Consultant - Kuruman x2 and Welkom x2
Expire: 2012-04-16
SCRA0002
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
Apply to:
https://www.jonti.co.za/?clbrnd=NEDB0001
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