Description
Job Summary
The Brokers Sales executive uses the customer service and marketing functions to nurture leads through the sales funnel, from the addition of leads on the portal down through purchase (and repeat purchases).
Brokers executive use various methods to reach clients, including email, phone, social media, direct mail, and even the old-fashioned door-to-door tactic.
Brokers’ sales executives manage, support, and communicate with clients to ensure all leads are effectively managed and their transactions are successfully consummated.
They are expected to follow up solely with all leads transferred to them, work on all the stages following the set policy and procedures, and ensure all transactions are successfully consummated.
They communicate all issues encountered during processing stage and feedback from the client to the Head Brokers admin for swift resolution.
Duties & Responsibilities
Acquisition and retention of brokers and clients through offline marketing.
Aggressively following up with all leads referred by brokers and ensuring successful closure of all leads.
Handles B2B and B2C leads assigned, following all set procedures and policies and ensure the transaction is successfully consummated.
Handle client’s inquiries via phone calls, emails, live chats, and social media channels.
Resolve clients' issues or problems by clarifying the client's complaint, determining the cause of the problem, and selecting and explaining the best solution to solve the problem, accelerating correction or adjustment; following up to ensure resolution.
Acquisition of brokers through referral methods from both existing and potential clients.
Effectively cross-market Rosabon’s products to existing and potential clients when the need arises.
Sourcing for optimal leads that can refer customers to do business with us.
Identify and assess clients' needs to achieve satisfaction.
Managing, supporting, and communicating clients' satisfaction levels with regard to Rosabon Financial Services Brokers Products.
Engage clients at the beginning of their subscription; ensure successful take-up and management of all incidents throughout their transaction phase from which there might be a risk of dissatisfaction.
Communicate detailed reports on client's requests and feedback to aid strategic and management decisions.
Sending status and summary report of the broker’s admin for update on broker’s portal on a weekly basis.
Any other task as assigned by the line manager.
Qualifications / Requirements
Candidates should possess B.Sc Degrees in Marketing or any related field of study with 1 - 3 years relevant work experience
Previous experience working in a similar role.
Skills / Competencies:
Excellent communication skills.
Good negotiation/Sales skills.
Core Competencies in the use of Microsoft tools.
Great Interpersonal and Relationship skills.
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