Strategic Financial Solutions Sales Executive

Boardroom Appointments; Sandton; On-site; ZAR 300,000 - 420,000; Full time

Job summary

Boardroom Appointments in Sandton is seeking a proactive sales professional to drive pipeline targets and expand the portfolio of Cash Advance products. You will build lasting relationships with key stakeholders, use CRM tools and marketing materials to stay top-of-mind with prospects, and guide them through credit qualification and underwriting procedures.

The role requires 3 years in sales, with advantageous experience in financial and merchant services.

Qualifications

• Business Management Diploma or similar (advantageous).
• 3 years relevant work experience in a sales environment.
• Financial and Merchant service experience (advantageous).

Responsibilities

• Drive pipeline stage targets to meet and exceed monthly and quarterly sales targets of the Company Cash Advance and other ancillary products, within the pricing parameters set.
• Build and manage relationships with key stakeholders and prospects on a continuous basis to maximize sales.
• Use calls, marketing material and automated nurturing to achieve front of mind position with prospects, keep on top of follow ups and keep the pipe clean.
• Monitor trends in the market and with prospects, to bring insights to management and the sales team.
• Either prospect from the MC CRM system or receive customer applications that are generated via internal channels and treat efficiently and with respect.
• Explain the product and qualifying criteria and understand clients needs to pitch the value proposition appropriately.
• Screen company financial viability, manage expectations, obtain credit related documents from the prospect, and follow all administrative process requirements.
• Decline or prepare quotation (Price, Deal Value) based on credit info and insight at this stage of the sales process.
• Ensure that all agreed objectives and expectations with the prospect are achieved.
• Ensure accurate preparation of the credit pack for presentation to the Underwriting department, summarizing the following:
• Details of credit application, including details of reference checks and investigation into the personal characteristics of the applicant.
• Assessment of Company statements and bank statements of credit applicant.
• Summarize probing questions to clients on transactions and behaviours.
• Recommendation to credit on price, term, and value of the deal.
• To maintain and update the CRM System (Sales Force) accurately and timeously including:
• Loading of relevant fields for new and existing client.
• Ensure follow ups and details per interaction are recorded.

Skills

Sales experience

Customer relationship

Education

Business Management Diploma or similar

Tools

Salesforce CRM

Job description

Boardroom Appointments in Sandton is seeking a proactive sales professional to drive pipeline targets and expand the portfolio of Cash Advance products. You will build lasting relationships with key stakeholders, use CRM tools and marketing materials to stay top-of-mind with prospects, and guide them through credit qualification and underwriting procedures.

The role requires 3 years in sales, with advantageous experience in financial and merchant services.