suitable product proposals and confirming policy sales. He/She must build relationships with clients to company employees in other departments/branches Sales Leads identified and followed up in conjunction advantages, disadvantages fully explained to clients and sales closed. Best Product(s) identified and proposed of experience in a similar Short Term Insurance Sales/Accounts Executive/Broker role within Commercial interaction skills. Attention to detail. Proven sales and marketing skills. High level of administration
accounts receivable reports
report back (monthly). Customer count (monthly). Sales summaries (monthly). ALCO (cash forecast for Group (daily). Stock holding (daily). Ad-hoc review of the Sales dashboard, which is prepared by the Accountants
report back (monthly). Customer count (monthly). Sales summaries (monthly). ALCO (cash forecast for Group (daily). Stock holding (daily). Ad-hoc review of the Sales dashboard, which is prepared by the Accountants
report back (monthly). Customer count (monthly). Sales summaries (monthly). ALCO (cash forecast for Group (daily). Stock holding (daily). Ad-hoc review of the Sales dashboard, which is prepared by the Accountants
report back (monthly). Customer count (monthly). Sales summaries (monthly). ALCO (cash forecast for Group (daily). Stock holding (daily). Ad-hoc review of the Sales dashboard, which is prepared by the Accountants
PAYE Return Submission & POP loaded on GRN Sales Figures calculated on Excel Report - Actuals vs Managers Commission Calculations done and sent out - Sales Staff VET Levy Return (NTA) Branch Incentives received
following debtor accounts weekly:
Staff COD sales accounts (roughly 6 active accounts)
Workshop
account reconciliations (Takealot, Makro and Website sales)
Submission of credit note requests for approval
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relationship with clients/channel partners to identify sales oportunities, increase revenue and achieve profitability Salary R - Negotiable (According to your salary) Sales Plan/ Strategy Develop and implement strategy in Monitor and ensure forecasting is in line with sales planning Continuously improving forecasting techniques targets Pricing Negotiate pricing that would drive sales with Product Managers Keep abreast of market developments their business with your brands Reports Provide sales reports and analysis as required To prepare presentations