Reports to: National Sales Manager
Location: Century City, Cape Town
Occupational Category: Sales
Incentivised: Yes
To cross-market and sell campaigns, products and solutions of Cirrusfin and/or its affiliates as applicable.
Your Role:
KEY RESULT AREAS
Client Development & Customer Success
- Identify and develop profitable new business opportunities, achieving sales targets.
- Develop new sales leads and build a database of potential customers.
- Follow proven sales methodologies, underwriting and processes with accuracy.
- Maintain and grow existing business by cross-selling opportunities.
- Develop strong client relationships to enhance and increase sales.
- Keep up-to-date sales records for all existing and prospective accounts on company IT systems (CRM & DB).
- Prepare detailed written proposals and quotations or email responses where applicable.
- Follow a professional sales approach at all times.
- Follow business compliance processes as may be applicable.
- Claims management – administrates all claims efficiently and effectively.
- Manages systems, business processes and other as applicable.
Operational Effectiveness
- Achieve a minimum of 120 minutes of sales call time per day.
- Achieve 100 effective qualified sales pitches per month.
- Be punctual, responsible and diligent in all tasks attended to.
- Complete accurate and timely sales administration records.
- Submit to the Manager all relevant reports, paperwork and updates on all forward sales activity.
- Any additional responsibilities as required from time to time.
- Comply with company policies and procedures.
Requirements:
Competencies Required: Knowledge, Skills & Attributes
- Knowledge
- Grade 12 with English, a second language & Maths or Science.
- Literacy – speak, read and write at least 2 official languages including English.
- Computer Literacy – Word, Excel, Email and Internet.
- 4 years working experience.
- Pass technical competence test and RE 1 regulatory exams.
- Display an understanding and knowledge of the product and industry and target audience.
- Meets FAIS Fit & Proper requirements as per requirements in fully qualified role – full qualification 120 credits.
- Additional Skills
- Business Writing skills.
- Negotiation skills.
- Telephonic sales & etiquette.
- Confident communicator both over the phone and in writing.
- Strong sales approach including negotiating, handling objections and closing a deal.
- The ability to resolve problems and disputes with clients and arrive at decisions which allow the business to move forward.
- Attributes
- Actively participate in team meetings.
- Use market knowledge to sell products effectively.
- Ability to work in team orientated environment.
- Ability to work independently and self-managed.
- Display initiative.
- Integrity, responsibility and accountability.
- Ability to meet deadlines within time constraints.
- Ability to be effective in a pressurised environment.
SUCCESSION PLAN
- Team Leader
- Underwriter
- Financial Planner
- Manager
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