The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. At a glance it is about cham
The role of a financial advisor is one that demands utmost professionalism, integrity and a customer-centric approach. An accredited financial advisor commands the respect and trust of those customers who are entrusting their and their families financial futures to them. At a glance it is about cham
opportunity within a well-established insurance sales company.
This role is focused on candidates skills, collaborating with internal colleagues and external stakeholders/clients
Tracking sales representatives activities Managing sales pipeline / opportunities for sales representatives as Customer Service Representatives Delegating sales enquiries and ensuring enquiries are handled timeously new customers. Help coordinate sales exhibitions. Collaborating with sales, marketing, customer service
data
Tracking sales representatives activities Managing sales pipeline / opportunities for sales representatives as Customer Service Representatives Delegating sales enquiries and ensuring enquiries are handled timeously new customers. Help coordinate sales exhibitions. Collaborating with sales, marketing, customer service
environment
information they require/desire and process the sales on the new customer's behalf. • They also ensure (advantageous) • Contact centre experience • Telephonic sales experience and high conversion rates (advantageous) (essential): • CRM system experience • Telephonic sales and support skills • Excellent English skills (written WEIGHTS AND OBJECTIVES Sales 30% • Take all inbound sales calls and process sales where appropriate. • training information as required. • Maintain a high sales conversion rate. • Provide good quality information
information they require/desire and process the sales on the new customer's behalf. • They also ensure (advantageous) • Contact centre experience • Telephonic sales experience and high conversion rates (advantageous) (essential): • CRM system experience • Telephonic sales and support skills • Excellent English skills (written WEIGHTS AND OBJECTIVES Sales 30% • Take all inbound sales calls and process sales where appropriate. • training information as required. • Maintain a high sales conversion rate. • Provide good quality information
information they require/desire and process the sales on the new customer's behalf. They also ensure that Weights and Objectives Sales Take all inbound sales calls and process sales where appropriate. Upsell training information as required. Maintain a high sales conversion rate. Provide good quality information (advantageous) Contact center experience Telephonic sales experience and high conversion rates (advantageous) Knowledge (essential) CRM system experience Telephonic sales and support skills Excellent English skills (written