SUMMARY:
FIELD SALES AGENT
POSITION INFO:
At Smollan, we’re on an evolutionary journey where we’re shifting our story. We’re looking for truly unique people who believe in fostering a diverse and inclusive environment. Where our people are cared for, happy and inspired in building an extraordinary place to work.
Job Summary
The Field Sales and Service Consultant drives sales and promotes financial products within an assigned region. They build customer relationships, manage a client portfolio, and identify new business opportunities to provide tailored solutions and meet customer needs.
Key Responsibilities and Deliverables:
Sales & Business Development
- Actively seek out and engage new business opportunities to drive sales of financial services and products.
- Identify and pursue leads to build a pipeline Of prospective clients.
- Conduct sales presentations, product demonstrations, and consultations with potential clients.
- Achieve sales targets and objectives within the specified region or territory. Manage client accounts and build strong, lasting relationships to maximize sales opportunities.
Customer Service & Support
- Provide exceptional service to both new and existing clients, responding promptly to their needs and inquiries.
- Offer financial solutions tailored to meet the specific needs and goals Of clients. Follow up on client requests, ensuring timely and effective resolution of issues.
- Ensure high levels Of customer satisfaction and retention. Provide after-sales support to ensure customer satisfaction and resolve any post-purchase issues
Product & Consultation
Develop a deep understanding of the company's financial products and services to effectively communicate their benefits to clients.
Educate clients on the features, benefits, and terms Of various financial products and services.
Stay up-to-date with industry trends, market developments, and competitor products.
Provide expert advice to clients to help them make informed decisions about financial products and services.
Reporting & Maintain
- Accurate records of sales activities, customer interactions, and product/service usage. prepare and submit regular sales reports and activity summaries to management.
- Complete and maintain client records in CRM systems, ensuring all data is up to date.
- Manage administrative tasks related to the sales process, including proposals, contracts, and service agreements.
Compliance & Risk Management
- Ensure all sales activities and customer interactions comply with relevant regulations and internal policies.
- Identify and mitigate any potential risks associated with the sale of financial products or services.
- Provide clients with clear and accurate information to avoid mis-selling or misunderstanding of financial products.
- Stay informed about regulator,' changes in the financial services industry to ensure compliance.
Minimum Qualifications:
National Matric Certificate (Grade 12/NQF level 4)
Diploma or Degree in Business, Sales, Marketing, or related field (NQF 5) — is a must
Experience:
Advantageous (not essential) 2—4 years of experience in sales or customer service, preferably within the financial services or insurance industry.
Proven track record Of meeting or exceeding sales targets.
Strong background in consultative selling and relationship-building.
