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 (Tracker base etc.)
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 Tracker’s 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 vaule 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 guidelines.

Minimum requirements

National Diploma in Sales, Marketing or a related field. NQF 6 advantageous.
FAIS advantageous.
RE5 accreditation advantageous.
3 Years in a business-to-business sales environment occupying a sales related position.
Relevant Business development experience will be an advantage.
Own transport and Valid driver’s license