Role Requirements:

Sales and Revenue Generation:

• Develop and implement effective sales strategies to achieve or exceed sales targets.
• Identify and pursue new business opportunities within the financial services sector.
• Build and maintain a pipeline of potential clients through networking, prospecting, and relationship-building activities.
• Conduct sales presentations and product demonstrations to prospective clients.
• Negotiate and close deals to meet revenue objectives.

Client Relationship Management:

• Build and maintain strong relationships with existing clients to ensure customer satisfaction and loyalty.
• Act as the main point of contact for clients, addressing their needs and concerns.
• Provide ongoing support and consultation to clients, offering insights and solutions to meet their financial goals.

Product and Industry Knowledge:

• Stay up-to-date on industry trends, market conditions, and financial products/services.
• Demonstrate a deep understanding of the companys financial offerings and how they meet the needs of clients.
• Educate clients on the features and benefits of financial products and services.

Cross-functional Collaboration:

• Collaborate with other departments, such as marketing, product development, and operations, to ensure seamless delivery of services and products.
• Work closely with internal teams to communicate client needs and gather feedback for continuous improvement.

Sales Reporting and Analysis:

• Prepare regular sales reports and forecasts for management.
• Analyse sales data to identify trends, opportunities, and areas for improvement.
• Use data-driven insights to adjust sales strategies and tactics.

Compliance:

• Ensure compliance with relevant regulations and internal policies.
• Stay informed about changes in regulations affecting the financial services industry.

Leadership and Mentoring:

• Provide leadership and guidance to junior sales team members.
• Share industry knowledge and best practices to contribute to the professional development of the team.

Continuous Learning:

• Stay informed about advancements in financial technology and industry best practices.
• Attend relevant conferences, workshops, and training sessions to enhance skills and knowledge.
• Meets or exceeds established annual sales production goals via generation of new accounts.
• Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
• Maintains a current level of functional working knowledge on processes and coverage changes.
• Keeps abreast of selling trends and techniques and use agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
• Performs other related duties and projects as assigned.
• All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily.
• Participates in seminars and classes for skill and knowledge development and meets continuing education requirements.

Requirements

Educational Background:

• Applicants must have a bachelors degree in a relevant field such as Business Administration, Marketing, Sales, or a related discipline is preferred.

Experience:

• This position requires B2B Banking sales experience.
• Also, at least 4-5 years of relevant sales experience with outstanding records of productivity.
• Industry-Specific Knowledge:
• Applicants must posses knowledge of the technology sector works, knowledge of technology products and services will be beneficial.

Skills:

• Applicants must possess excellent communication and interpersonal skills, negotiation skills, problem-solving abilities, and a results-oriented mindset.

Certifications:

• Relevant certifications in sales and marketing will be an added bonus for consideration. Examples include certifications from professional organisations like the Sales and Marketing Executives International (SMEI) or other industry-specific certifications.