Sales Consultant - Financial Industry (Contract)

The Focus Group; Sandton; On-site; ZAR 180,000 - 300,000; Full time

Job summary

The Focus Group in Sandton is seeking a Sales Consultant to grow our client base and optimise revenue in line with business objectives. You will engage clients, assess needs and present suitable financial solutions while upholding transformation goals and company values.

Key responsibilities include opening accounts, cross-selling, maintaining compliance training, and delivering world-class service. 1–2 years in financial sales and Matric or higher education are required.

Qualifications

• Matric or equivalent (National Senior Certificate).
• Advanced Diplomas/National 1st Degrees preferred.
• 1–2 years as a Sales Consultant in a Financial industry.

Responsibilities

• Contribute to transformation goals and culture-building initiatives by participating in staff surveys and related activities.
• Support corporate social responsibility initiatives aligned with key business strategies.
• Identify and recommend opportunities to improve processes, systems and policies and assist the implementation thereof.
• Adhere to established account opening processes using the provided checklist and matrix.
• Complete weekly compliance training and assessments to stay updated on changes.
• Keep Letters of Authority current and inform clients at each interaction.
• Process daily control reports and attach the correct supporting documents.
• Identify new clients and assess their needs to offer suitable financial solutions.
• Cross-sell to existing clients by exploring needs through financial fitness discussions.
• Generate referrals from existing clients and other units through collaboration.
• Ensure all deals are priced in line with business unit objectives and strategy.
• Generate revenue by charging for ad hoc services.
• Monitor and manage sales activity daily/weekly/monthly to achieve targets.
• Grow market share by converting secondary clients to primary and entrenched accounts.
• Participate in end-of-day reviews and implement manager recommendations to optimize sales results.
• Stay informed on legislation and industry changes affecting the role by reading newsletters, websites and attending sessions.
• Embed the company vision and values in interactions with team and stakeholders.
• Pursue personal growth through training and career progression plans, completed learning activities and certifications.
• Share information with stakeholders to maintain knowledge flow within the team.
• Provide world-class service by listening, addressing needs, and keeping clients informed.
• Resolve client complaints promptly using the appropriate complaints system.
• Honor the 'ask once' promise to clients as per company strategy.
• Build relationships with clients through regular contact and genuine interest.
• Collaborate with internal stakeholders to deliver complete client solutions.
• Request regular client feedback and act on it.
• Mitigate risk by verifying clients manually or with the appropriate technology.
• Follow a clean desk policy to protect client confidentiality.
• Report fraudulent transactions to the relevant department.

Education

Matric / Grade 12 / National Senior Certificate

Advanced Diplomas/National 1st Degrees

Job description

Job Purpose

To attain new and expand existing client base for the company to grow the company brand and optimise revenue according to business objectives.

Job Responsibilities

• Contribute to a culture conducive to the achievement of transformation goals by participating in company culture building initiatives (eg: staff surveys etc).

• Participate and support corporate social responsibility initiatives for the achievement of key business strategies.

• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.

• Follow laid down processes in opening of accounts by using checklist and account opening matrix.

• Complete weekly compliance training and assessment online to keep up to date on changes.

• Keep relevant compliance Letter of Authority up to date and inform clients at each interaction.

• Action daily control reports and attach correct documentation.

• Identify new clients and their needs through needs analysis and provide a suitable solution.

• Cross sell to existing clients by establishing need through financial fitness discussions.

• Obtain referrals from existing clients as well as leads from other Business Units through area collaboration.

• Ensure that every deal done is priced in line with Business Unit objective and strategy.

• Generate revenue through charging for ad hoc services provided to clients.

• Monitor and manage sales on a daily; weekly and monthly basis in order to achieve monthly targets.

• Increase market share by converting secondary clients to primary clients and ensuring accounts are entrenched.

• Participate in end of day discussion and apply recommendations from manager to optimise sales results.

• Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.

• Understand and embrace the company vision and demonstrate the values through interaction with team and stakeholders.

• Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.

• Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.

• Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team.

• Maintain world class service standards when dealing with clients by listening; attending to their needs; keeping them in the loop and making things happen for them.

• Ensure that client complaints and queries are resolved timeously by using relevant complaints system.

• Adhere to the ask once promise to clients according to company strategy.

• Build relationships with clients through regular contact and having an individual interest in them.

• Network with internal stakeholders to collaborate in order to provide complete solution to clients.

• Obtain regular feedback from clients by requesting completion of feedback forms.

• Mitigate risk to company by identifying and verifying clients manually or using relevant technology.

• Adhere to clean desk policy to minimise risk of exposing client confidentiality.

• Reduce fraudulent transactions by reporting suspicious transactions to the relevant department.

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

• Advanced Diplomas/National 1st Degrees

Minimum Experience Level

• 1 - 2 years as a Sales Consultant in a Financial industry