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Introduction Our client requires the services of a Direct Business Sales Consultant at their head office based in Johannesburg. To grow their core business portfolio by engaging and on-boarding new business clients whilst ensuring that the customer is placed at the heart of all sales and commercial decisions in line with all customer experience strategic objectives. Job description To source leads or potential clients by hunting and cultivating strong relationships with third parties, partner companies and existing clients.Generation and conversion of self sourced leads through referrals, networks and research.Pro active mining defined sources of business to acquire new subscriptions.Development of a pipeline to work from through referrals, marketing online, word of mouth, networking with current clients.Present, promote and sell products to existing and potential customers, while ensure the offering meets the needs of clients.Follow up on leads provided and regular engagement with existing and prospective customers.Ensure accuracy of client documentation and manage our requirements.Maintain a high level of relevant product knowledge in order to have a meaningful conversation with customers.Report on sales activities to management on a weekly basis.Provide feedback to management on ways to enhance sales, improve the Tracker Brand, and opportunities to deliver greater value to customers by extending the customer offerings.Interact with clients according to client first principles and conduct a needs analysis to assist clients to better understand their requirements.Implement a sales approach in line with the Customer Value Proposition (CVP) framework, but also apply individual sales techniques, approaches and methods to conduct the needs analysis and proactively engage prospective customers to acquire the sales.Plan and execute work to achieve service level agreements, standards and turnaround times in line with value proposition i.e. efficient client service in line with SLAs.Follow sales and other processes (dependent on the product/s sold) to accurately and efficiently process customer documentation requirements for products sold.Understand and remain up to date with FAIS complete disclosure to clients in terms of accreditation, service fees and commission as outlined in terms of the Financial Advisory and Intermediary Services Act (FAIS).Ensure record keeping requirements as outlined by FAIS and the Financial Intelligence Centre Act (FICA) are implemented and adhered to.Ensures compliance to all applicable legislative requirements such as the Code of Banking Practice, National Credit Act, Companies Act, Consumer Protection Act, etc.Ensure implementation and adherence to all internal risk related policies and gu... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xODc2ODYzNTA/c291cmNlPWd1bXRyZWU=&jid=1545807&xid=187686350

Durban North

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This incumbent is responsible for fulfilling the role of a liaison officer between the members of the Fund and the Fund’s service providers, the functions include but are not limited to: · Host Fund presentations for members, union officials, employers, and other identified stakeholders at approved site. · To ensure end to end service delivery on behalf of members and employers for all queries. · To ensure communication and engagement to employers, members, and stakeholders of the Fund. · To resolve all queries and actively monitor service delivery on the Fund, take appropriate steps to ensure that SLA is delivered. Walk in Members Receive members and help them with submission of their claims and all queries.Ensure that all due diligence is completed in processing the claims and all other queries.Check that all claim documents are available: Viz. ID, forms tax numbers etc.Act as a service rep to ensure that all forms are completed fully to ensure timeous payment. Guide the member ito education and completion of all paperwork to prevent come backs. Viz, To Advise member of any outstanding documentation or what will affect the delay of the claim.Attend to members and beneficiaries who are submitting and following up on their claims (withdrawal, funeral, disability, death, unclaimed benefits, retirement, trust fund).Escalate claims that are outside the service level agreement.Assist with all walk in queries to ensure end to end service and delivery eg. Advising members who come to enquire about their membership on their statusLiaise with various departments/stakeholders wrt member claims eg to the relevant CLO/MCLO for further investigation.Provide members with benefit statements, contribution history and quotations where available.Educate members on benefits of the fund and process.Ensure reporting daily to the manager for consideration and review. Planning for Travelling Complete a yearly travel plan split per month.To inform all Client Liaison Officers (CLOs) of planned pending trips and to get a list of employers that needed to be visited from CLOs.To ensure that all administrative tasks relative to the training including full recon, outstanding claims and unallocated contributions have been obtained.To check with the Agents that the employers to be visited have been registered with the NBC and if not to include in the preparation for the visits.To escalate all matters arising from the employer meetings/visits to the relevant departments and ensure that they are acted on. Reporting and Admin Submit daily and weekly reports including any ad-hoc reports as and when required by businessAll claims and documents to be uploaded and indexed on Everes... https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8zMzU1NzQ3Nzc/c291cmNlPWd1bXRyZWU=&jid=1468526&xid=335574777

Durban North

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jobs in Durban North (228 results)

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