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Sales Assistant – Financial Services

Sales Assistant – Financial Services
Company:

Anonymous Employer



Job Function:

Sales

Details of the offer

Job Summary

Responsible for administration, customer service and business development

Minimum Qualification:Diploma
Experience Level:Entry level
Experience Length:1 year
Job Description

Duties and Responsibilities

1. Administration
i. Assist clients in filling proposal forms
ii. Delivery of documents to clients and partner organizations
iii. Draft administrative letters and correspondences
iv. Organize meetings/appointments internally and with external clients
v. Other clerical work
vi. Set up electronic and hard copy filing systems
vii. Take minutes during meetings

2. Customer Service
i. Develop creative strategies to retain clients
ii. Develop product quotations for new and existing customers
iii. Develop strong customer relationships in order to generate high volume sales of prospective clients
iv. Manage customer calls and appointments effectively for new sales opportunities
v. Respond to the client queries in a timely fashion
vi. Supervise the client relationship management database and utilize it to manage customer contacts and mailing lists

3. Business Development
i. Cold call clients both individual and organizational clients to generate business
ii. Collect lead lists
iii. Develop in-depth knowledge about business development practices, marketing activities, prospective clients and industry trends
iv. Provide recommendations for business growth and problem resolution
v. Consider social media marketing as it can apply to the job

Required Competences
i. Integrity
ii. Planning and Organisation skills
iii. Ability to make operational decisions
iv. Initiative and professionalism
v. Communication skills
vi. Ability to work in a fast environment
vii. Self-learning
viii. Entrepreneurial attitude

Values to uphold
1. Passion
2. Integrity
3. People
4. Innovation

Desired Training by:
• Yusudi
• Generation Kenya
Duties and Responsibilities

1. Administration
i. Assist clients in filling proposal forms
ii. Delivery of documents to clients and partner organizations
iii. Draft administrative letters and correspondences
iv. Organize meetings/appointments internally and with external clients
v. Other clerical work
vi. Set up electronic and hard copy filing systems
vii. Take minutes during meetings

2. Customer Service
i. Develop creative strategies to retain clients
ii. Develop product quotations for new and existing customers
iii. Develop strong customer relationships in order to generate high volume sales of prospective clients
iv. Manage customer calls and appointments effectively for new sales opportunities
v. Respond to the client queries in a timely fashion
vi. Supervise the client relationship management database and utilize it to manage customer contacts and mailing lists

3. Business Development
i. Cold call clients both individual and organizational clients to generate business
ii. Collect lead lists
iii. Develop in-depth knowledge about business development practices, marketing activities, prospective clients and industry trends
iv. Provide recommendations for business growth and problem resolution
v. Consider social media marketing as it can apply to the job

Required Competences
i. Integrity
ii. Planning and Organisation skills
iii. Ability to make operational decisions
iv. Initiative and professionalism
v. Communication skills
vi. Ability to work in a fast environment
vii. Self-learning
viii. Entrepreneurial attitude

Values to uphold
1. Passion
2. Integrity
3. People
4. Innovation

Desired Training by:
• Yusudi
• Generation Kenya


Source: Brightermonday_Co

Job Function:

Requirements

Sales Assistant – Financial Services
Company:

Anonymous Employer



Job Function:

Sales

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