The genesis of The Concept Group was initially borne from a functional and structural approach, simply delivering better effectiveness through shared services of back office functions for its more market facing organizations. As the organization grew, the Group along with its member subsidiaries have evolved to embody much more. As a tested guiding light, our core values which we passionately uphold give us a sense of purpose and direction not only in our professional but in our private lives also. These values summarized are based on three pillars; (Great) People, (Continuous) Innovation and the (Ideal) Culture.
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 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 feedbacks from client to the Head Brokers admin for swift resolution.
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 fall leads
Handles B2B and B2C leads assigned, following all set procedures and ensuring the transaction is successfully consummated.
Handle client’s inquiries via phone calls,emails, live chats, and social media channels.
Resolve client issues or problems by clarifying the 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 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 fall incidents throughout their transaction phase, from which there might be a risk of dissatisfaction.
Communicate detailed reports on clientsrequests and feedback to aid strategic and management decisions.
Sending status and summary report of the broker’s admin for update on the broker’ sportal on a weekly basis
Any other task as assigned by the line manager
Requirements
B.Sc Degree in Marketing or any related field of study
Previous experience workingin similar role.
Skills / Competencies:
Excellent communication skills
Good negotiation/Sales skills
Core Competencies in the Use of Microsoft Tools
Great Interpersonal and Relationship skills.