grow existing business
Upsell and cross-sell all services
Achieve Sales Targets.
Structured and formulate sales plans
Prompt response to all customer enquiries.
Assist in resolving day-to-day compliance with all guidelines, laws and regulations related to vehicle rentals.
Adhere to all Company
– ensuring all required paperwork is properly signed off by the client. Ensuring that all deal files off at the offices and all documents are kept in client files. Ensuring that all deal files are submitted submitted to finance dept containing all requisite paperwork prior to commission cut off dates. Obtaining good
– ensuring all required paperwork is properly signed off by the client. Ensuring that all deal files off at the offices and all documents are kept in client files. Ensuring that all deal files are submitted submitted to finance dept containing all requisite paperwork prior to commission cut off dates. Obtaining good
successful execution of all field operations strategies consistently across all stores. Lead and direct and timely and consistent execution. Ensure that all employees are knowledgeable and current on the product documented performance improvement plans. Ensure all sales and profitability scorecard fields are checked tools of trade. Customer engagement – Ensure that all staff are coached to understand the importance of experience. Responsible for managing staff to ensure all stores consistently receive acceptable customer service
monitors the performance of all new vehicle sales employees
documentation and Financial Needs Analysis (FNA) accompany all new business and / or client servicing
Checking Compliance is completed correctly
Ensuring that all Compliance documentation is loaded for the Internal Internal Compliance
Officer as well that all FNAs are attached to system on a daily basis
Keeping Advisor/s meeting with the client
Ensuring that ALL portfolios are prepared one week prior to the Advisor/s counter-offer letters and declines
Must attend all training sessions and ensure employee is ready for
months and quarters
Internal Sales experience Reasonable knowledge of all products Computer literacy is must on: Excel, Word Ensure that all quotes and purchase orders are processed within the specified times Ensure that all relevant
Internal Sales experience Reasonable knowledge of all products Computer literacy is must on: Excel, Word Ensure that all quotes and purchase orders are processed within the specified times Ensure that all relevant
customers about new products and benefits, ensure all knowledge of insurance products is up to date. • underwritten. • Ensure that all admin is completed daily. • At all times, update Cura with all details pertaining and passing tests on a monthly basis. • Perform all other assigned duties. Key Competencies • Negotiation