with the MD, CFO and Sales Executive providing detailed Forecasting, Budgeting, Sales and Competitor Trends
be investigated if required to communicate with sales and customers if needed for the release of the order maintain an effective communication system with sales, branch operations and accounts. Month end reports projection must be completed in the first week after Sales/Debtors closure of the previous month. The incumbent cancelled or held orders must be communicated with the Sales and Customer Service team members concerned. Download
suitable product proposals and confirming policy sales. He/She must build relationships with clients to employees in other departments/branches
Sales
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
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
information, produce records of advice and sales details Achieve sales, quality and conversion targets. Comply
information, produce records of advice and sales details Achieve sales, quality and conversion targets. Comply
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