Job Description

You are expected to identify & present a range of products to a portfolio of external customers to meet their needs. You will work in collaboration with the territory and support with Sales training, coaching and developing the skills of your colleagues in the territory. The majority of your time will be spent covering agreed territories and you will represent the face of the organization promoting services and products. You will work together with the Territory Team to enhance our customer experience and develop the Teams capabilities.

• Agree, implement and review an annual compliant sales, service and activity plan, to plan workflow and ensure targets are achievable.
• Ensure the Capability Model is planned in advance and optimized daily, to maximize efficiency.
• Responsible for generating leads as well as following up on referrals as required, growing the number of new customers.
• Develop and manage an agreed portfolio of introducers, to maintain customer relationships and to increase revenue.
• Improve customer experience for new and existing customers, to lead to an increase of uptake on products and long-term customer retention and growth.
• Maintain customer relationships and meet their product needs, to build long-term customer-centric relationships with tailored solutions.
• Drive process efficiencies, to ensure all controllable costs are kept within agreed budget.
• Implement agreed local marketing and sales initiatives, to maximize return in investment of new products.

Required Knowledge, Skills, and Abilities

• Full Valid Driver¿s License
• Full QFA or Grandfathered with a commitment to progress to full qualification.
• Full knowledge and understanding of all policies and procedures and regulatory controls relating to the business.
• Awareness of competitors and market activity in retail financial services.
• Have a number of years¿ proven compliant experience in retail finance sales and service.