Sales executive
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Professional sales and customer specialist with 8 years of experience in sales, administration, recruiting and customer service. Efficient and effective when assisting customers and ensuring that the business builds a long lasting relationship.
Customer service consultant at Direct Axis (sanlam dept) (2018-07 – 2021-01)
Resolving any banking and loan queries via email or call. Updating client profiles on all relevant systems, ensure kpis and targets are met on a monthly basis, process escalations and claims, follow up on client requests to have query resolved.
Sales specialist at Direct axis [outbound loans] (2018-07 – 2021-01)
Achieving and maintaining sales targets. Processing of applications and contracts. Requesting and reviewing of customer documentation. System and administration update for customer profiles. Customer service and queries handling regarding the sales process. Assisted and formulated recruitment for department. Achieving and maintaining all performance and Risk benchmarks.
Short term insurance consultant at Merchants [iselect] (2016-11 – 2018-05)
Completing Outbound Sales Calls for Short Term Insurance to International Clients, Completion of a detailed customer needs analysis. Aligning customer needs analyses to the product offering and providing customers with all options. Achieving of sales, teaand business targets. Processing Customer Applications and Administration of profiles, reviewing customer underwriting for accuracy and ensuring policy documents are delivered to customers.
Medical aid sales consultant at Direct axis (2014-01 – 2016-04)
Outbound calls to an external lead source to offer the top 5 medical aid schemes as well as GAP Cover. Completing a Financial Needs analysis to ensure the correct products are offered to the customer based on their needs and affordability. Completing applications accurately and ensuring customers receive the correct product underwriting.
Maintaining customers documents and do follow ups on a yearly basis to ensure customers are still sufficiently covered. Maintaining a 100% compliance on all sales calls and ensuring customers are treated fairly.
Alsira – FAIS (2019 – 2019)
– Wynberg senior Secondary (2009 – 2013)
