the gateway to a rewarding career as a Fincial Sales Consultant. Embark on a journey of professional
professionally. Your primary responsibility will be to drive sales and identify new opportunities in the ever-evolving active lead referral agents Complete weekly reports that reflect leads, quotes and sales as well as the source analysis Insurance Principles and practice Customer and Personal Service Clerical and administrative procedures Competencies required Technical Retail Acumen Retail Sales Skills Risk awareness Cross selling Experience and (continuous professional development) points Call center agents not preferred unless they have a minimum of 5 years'
A financial services company seeks to employ the services of an innovative go-getter who is able to go essential Min. 2 years proven track record in sales (sales leagues / rankings; records & achievements)
Objectives : Actively contact customers who are late with their payments and request prompt payment Follow when a customer continues to miss payments to ensure debt is eventually collected Work with customers and required Duties : Posting of daily cash receipts to sales ledger accounting software Reporting daily cash cash in/trade debtors to management Contacting customers with overdue invoices to discuss payment Raising Raising ad-hoc invoices and credit notes for customers Updating and processing of direct debit details and
work on the Age Analysis to reduce debtors. Call customers for outstanding debt. Keep record of all communication obtained prior to crediting invoices. Reconciling customer accounts- towards the accuracy of the debtor's timeously. Managing customer accounts and managing accounts for handover to the collection agents. Resolving customer customer queries Liaising with sales reps regularly regarding customers. Daily customer payment allocations allocations. Compiling and filing of customer documents. Taking calls from customers, dealing with queries and complaints
and rebates and manage the archiving process for customer agreements Manage and motivate the AR staff as Ensure AR targets and deadlines are met & customer queries are attended to Credit Balance Management been charged Credit Tickets Management Ensure Credit Staff maintain agreed KPI ticket processing Assist Management High level of experience in working with Sales staff/Operational/Financial Staff Managing an AR Legal process knowledge, Experience in reviewing customer agreements and incentive contracts Calm, accurate
reimbursement reconciling
extensive exposure within Financial Line and Servicing of Corporate Clients Policies - We would like on whether or not to approve an application Help agents determine premium costs Evaluate insurance claims
extensive exposure within Financial Line and Servicing of Corporate Clients Policies - We would like on whether or not to approve an application Help agents determine premium costs Evaluate insurance claims
supplier of prefab and modular buildings for rent or sale is looking for an Account Manager to join their Purpose of the Job: To drive and achieve profitable sales targets from both new and existing clients. To increase increase market share, provide exceptional customer service, and build relationships with current and Account Manager Key Responsibilities Achieve agreed sales targets Achieve agreed profitability Actively look current and future customers Provide after sales service and regular entertainment of customers Establish and