• Be punctual, responsible, and diligent in all tasks and duties attended to.• Achieve 350 minutes of call time per day as per PBX.• Achieve target Conversion rations as per company standards.• Achieve target number of sales per month as per company standards.• Complete accurate and timely sales administration records.• Submit to the Manager all relevant reports, paperwork, and update on all forward sales activity.• Ensure additional responsibilities are completed as per business requirements. • Comply with company policies and procedures.• Follow OnePlans standard operating procedures at all times.• Maintain and grow existing business by cross selling opportunities. Keep up to-date sales records for all existing and prospective accounts on company IT systems.• Ensure that your current customer portfolio is satisfied and that all premiums written are collected within the acceptable parameters (Average Collection rate).• All sales transactions need to be done in accordance with legislative and company standards.

• Establish commonality and build rapport with prospective and/or current owners.• Articulate the benefits of traveling with Beekman Managed Portfolio.• Generate sales through initializing transactions and utilizing proper closing techniques.• Actively seek out new sales opportunities through cold calling, networking, and social media as well as in house leads.• Develop new business from existing clients and actively seek new sales opportunities.• Achieve monthly sales target and adhere to minimum requirements for new sales appointments. • Conduct market research to identify selling possibilities and evaluate customer needs.• Maintain a well-developed pipeline of prospects.• Track all sales activities and keep current by updating account information regularly.• Create, plan, and deliver presentations on company products.• Create frequent reviews and reports with sales and financial data.• Achieve sales quota and activity targets.• Draft quotations based on client needs.• Respond to queries professionally and timeously.• Achieve and exceed sales targets as per the performance compact.• Maintain excellent service to new and prospective customers.• Manage and action leads.• Complete tour schedules.

• Buying and selling of vehicles and electronics.• Assessing quality of vehicles mechanically, exterior and interior.• Assessing quality of electronics to make sure everything is in working order before being sold.• Provide assistance on prices and guide customers through the whole process.• Sourcing customers needs and wants on specific items.• Negotiate prices with buyers and sellers.• Cold calling.• Networking to bring in sales as well as new deals.• Follow up with potential clients.• Providing the best service to all clients.• Identify and prospect new customers.• Marketing through all forms of social media as well as on the internet.

• Recruitment and training.• Provide excellent service to new and prospective customers at all times.• Assisting and coaching my team throughout the month.• Ensure daily and monthly targets are met and all leads are allocated and seen to by the brokers.• Attend auctions to make sure we achieve the highest price possible.• Payroll and data capturing.• Administrative functions required which include preparation and submission of quotations.• Weekly/Monthly performance reviews, ensuring KPI's are done.• Reporting to the CEO and directors with weekly and monthly targets.• Keeping track of all mandates that are signed.• Managing agents in the booking of appointments process.• Ensure that seminars are coordinated.• Identify opportunities to bring in sales.• Cold calling to bring in new business.• Maintaining new and existing client relationships.• Negotiating with new clients.• Day to day administration on the CRM system.• Ensure that all new and old leads are seen to within a required timeframe• Daily follow ups with clients and potential buyers both via email and telephonically.• Focus on new business for both the residential and commercial sector.• Supervise the call centre to make sure everything runs well on a daily, weekly and monthly basis.

• Achieve individual monthly sales targets as set by management.• Ensure leads are being converted to sales and loan process is completed.• Meet branch goals, metrics and participate in marketing campaigns to promote branch productivity.• Identify current and prospective sales opportunities and retain existing clients.• Maintain relationships with external clients.• Resolve all client related issues within set turnaround times and keep clients informed.• Assess client’s vehicles and ensure all necessary checks have been made.• Plan out marketing campaigns for the weeks to come.• Ensure original documentation and vehicle keys are locked up for safe keeping.• Verify all documents are true originals and are free of fraudulent changes.• Assist when required with any internal project undertaken.• Sourcing of new leads through cold calling.• Follow up on both internal and external leads on a daily basis via email and telephone.• Assist the organisation to achieve budgetary targets from its sales activities.• Drawing up of contracts and explaining it in detail.• 2IC and opening and locking up of the branch.• Handling of petty cash.• Making sure the branch ran smoothly at all times when the manager wasn’t around.

• Selling short term insurance policies on behalf of banks.• Dealing directly with customers by telephone.• Handle and resolve customer complaints.• Obtain debit order details and provide clients with correct premiums.• Keep records of all sales.• Maintain a level of product knowledge determined by management which is measured through tests.• Communicate with all internal departments.• Follow up on customer queries on a daily basis.• Maintain a high level of professionalism and to keep up with the company’s reputation.• In charge of the team when the manager was not around.• Making sure targets where met at all times.• Objection handling in a professional manner.• Identify and escalate issues to team leaders.• Ensure that all operational operating procedures are followed.• Up-sell products and services.• Provide product and service information to customers.• Policyholder updates on system.• Down grade, or upgrade policy cover, as and when required by the policyholder.• Assisting with irate clients & answering calls.• Support the manager in all areas when necessary.