Sales Consultant

Where

Forest Hill, TX

What you'll be doing

Identify and obtain required knowledge, tools and systems equipping self to provide trusted financial advice and build trusting relationships. Improve customer service experience by responding to issues raised through customer feedback and displaying desired behaviors accordingly. Provide world class service to internal and external clients by engaging, listening, understanding the client's needs, delivering on requirements within process and procedures; and providing feedback to clients to meet their needs. Ensure knowledge of and adherence to stakeholder service level agreements (SLA) when interaction with relevant stakeholders is required. Ensure complaints are resolved or escalated within SLA to build relationships, trust and achieve sales and service objectives. Educate and guide clients in terms of after sales servicing and maintenance on products sold, in anticipation of future needs to increase client satisfaction and efficiencies. Take ownership of all queries, complaints, issues and compliments raised and referred and ensure resolution and service by the relevant party. Analyze own sales achieved vs. targets to identify gaps to focus on to reach sales targets. Analyze relevant sales and other reports to identify cross sales opportunities within client base, contact clients and recommend relevant cross product / service to increase sales. Act on leads generated and sent to you via leads systems (CRM and CMS) to achieve sales targets. Keep abreast of changes to relevant regulations, rules, processes and policies to mitigate risks. Ensure correct and completed manual and online documentation is submitted for initiated sale to minimize risks, delays and (RTS - return to sender). Understand and comply with all audits, operational and legislative requirements and system updates to mitigate risks. Receive escalations from various systems and take corrective action in terms of data errors, missing documents and timelines out of SLA. Supply data for input into relevant reports and tracking tools relating to daily activity/productivity, pending sales. Utilize tracking tools to measure progress against total sales, cross selling targets and primary usage of products sold (quality sales) against quality sales targets. Participate and support corporate responsibility initiatives for the achievement of business strategy (e.g. green strategy). Seek opportunities to improve business processes and systems by identifying and recommending effective ways to operate and add value to company. Act as a Brand ambassador by displaying appropriate behavior and company values. Ensure self is competent in terms of role expectations and requirements as well as compliance requirements, to meet performance objectives. Create and manage own career through guidance and support of manager, department and colleagues. Create a high performance culture by encouraging team work and motivating colleagues to achieve more effective results. Ensure passing of relevant regulatory FAIS standard examinations to remain financial advisory and intermediary services act (FAIS) accredited. Keep abreast with knowledge of new products or changes to existing products and ensure completion of product assessments to gain accreditation, which allows you to do proper needs analysis when recommending a product. Analyze own competency and identify gaps for development based on self analysis, feedback and interaction with Team Leader, colleagues and clients.

What your background should be

National diploma in banking/ financial/marketing certifications. FAIS certification / registration mandatory job related experience. Selling financial products sharing information in different ways to increase others' understanding. Working in a team working with customers to solve customer problems. Conducting a needs analysis 1-2 years sales experience. Building and maintaining effective relationships with internal and external customers and vendors. Conducting gap analysis creating sales plans.

Required Schooling / Training

Not specified

Who is the client company

Concern about banking and financial services.

If you are interested in this position, send your resume to apply@kochdavis.com