Obtains client information by making calls to dealers or F&I’s and informing clients about the products and services offered.
Determines eligibility by comparing client information to requirements.
Establishes policies by (entering) capturing correct client information; inclusive of premium confirmation and transferring to Underwriting (confirming pricing).
Informs clients by explaining procedures; correctly answering questions and providing information.
Maintains communication by reporting problems.
Maintains and improves quality results by adhering to standards and guidelines; recommending improved procedures.
Accomplishes sales and organization mission by completing related results as needed.
Contact businesses or private individuals by phone.
Ensure & Communicate sales scripts to persuade potential customers to purchase a product or service.
Describe products and services and correctly respond to questions.
Solve all basic and some complex client queries or problems and re-route more complex problems to a relevant person (another area) or department
Have an in-depth knowledge of the company’s products and be able to take the customer through the sales process as well as obtaining customer information.
Obtain possible customer leads and maintain customer / potential customer data bases.
Follow up on initial contacts and build relationships with dealers or F&I’s
Achieve agreed closing or conversion ratios and sales
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Sales Consultant • Gauteng, South Africa
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