SALES CONSULTANT – CAPE TOWN
Purpose of the role
Apply appropriate sales processes within the area of responsibility to achieve sales targets and build client relationships
Role Family
Sales
Theme of Work
OFO Code
Occupational Category
Technicians and Associate Professionals
Occupational Function
Operational / Core Function
Role Function
FAIS
No MINIMUM SALARY INFORMATION
Broad Band
Salary Survey Grade
No match
Salary Survey Code
No match
Role Min
As per latest role grid
Role Max
As per latest role grid MINIMUM QUALIFICATIONS AND EXPERIENCE
Required Qualification
NQF Level 5 minimum 32 credits
Professional Registrations
Experience
1 - 2 years related
MINIMUM ROLE OUTPUTS
Perspective: Finance
Generic (an output or deliverable)
DESCRIPTION
Increase Net Profit
Achievement of net profit growth for business
Perspective: Client Services
Generic (an output or deliverable)
DESCRIPTION
Service Culture
Deliver exceptional service that exceeds customers’ expectations through proactive, innovative and appropriate solutions
Service Delivery
Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
Client Relationship Management
Manage existing clients and grow portfolio through making contact and generating leads
Growth of Active Customer Account Base
Manage the growth of active customer Account Base to increase client base
Maximise cross sell opportunities
Maximise cross sell opportunities and strengthen client relationships
Achievement of Sales Targets
Track, control and influence sales activities with the specific aim to achieve previously determined sales targets.
Manage Sales Submissions
Manage monthly sales submissions against sales need - 20 transact, 40 borrow, 15 invest and 5 insure.
Perspective: Process
Generic (an output or deliverable)
DESCRIPTION
Operational Administration
Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
Corporate Governance Compliance
Comply with governance in terms of legislative and audit requirements
Manage Sales and Leads Pipeline
Enter all Qualified leads into the sales pipeline and maintain on a daily basis
Transaction checks
Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines.
Sales Dairy Management
Manage the sales diary daily by making agreed number of appointments per month and conduct agreed number of sales presentations per month
Sales Stats
Provide accurate and reliable sales statistics.
Perspective: People
Generic (an output or deliverable)
DESCRIPTION
Personal Development
Manage own development to increase own competencies
COMPETENCIES (Min 7 / Max 10)
Name of Competency
Proficiency Level
Cognitive Analysis And Attention To Detail
Precise, systematic and rule-oriented in gathering, reviewing and evaluating data from a variety of perspectives; includes the ability to work with precision and highlight inaccuracies and inconsistencies in detailed information
Cognitive Problem Solving
Cuts to the core of issues and applies effective analysis, logic and creativity to identify and implement solutions
Communication Persuasiveness / Selling Skills
Sells ideas / products /solutions, creating a transfer of enthusiasm that results in others’ accepting a point-of-view or taking a specific course of action
Communication Verbal and Written Communication (Inc. Listening)
Listens attentively, presents information in a clear manner and responds appropriately to the verbal and written communication of others; includes the ability to regulate delivery in response to the needs of the target audience
Functional Business Insight and Risk Awareness
Utilises relevant economic, financial and industry data to assess business performance and make recommendations to ensure continue growth, viability and competitive advantage within sensible risk parameters
Interpersonal Customer Service Orientation
Anticipates, recognises and meets the needs of internal and external customers, taking responsibility for maintaining the highest service standards and developing and sustaining productive client relationships
Interpersonal Agility
Shows insight into interpersonal dynamics and is able to adapt his/her responses accordingly, displaying appropriate tact, empathy and sensitivity
Interpersonal Teamwork
Works well with others to achieve shared goals
Intrapersonal Excellence / Quality Orientation
Motivated to ensure the highest standards of quality and productivity are consistently maintained
Intrapersonal Flexibility
Accepts change and new ideas and adapts to the changing requirements that work environments may pose
Intrapersonal Time and Self Management
Plans and manages own output, anticipating obstacles, juggling priorities and following through on objectives within agreed time-frames