Sme Nb Field Sales
3 months ago
To drive sales in the branches & the territory/ies assigned, through the team by following the sales process & guidelines laid down thereby enabling the Retail business to achieve their targets by complying with the SAMA/CCHI regulations.
1. Meeting Sales Goals:
- Monitor the agent's objective and set their goals to be achieved.
- Achieve yearly sales target SME's/Individuals new & renewal according to AOP.
- Manage Agents objectives by forecasting, scheduling, analyzing & initiating new sales initiatives according to the given KPI’s.
2. Sale of BUPA products:
- Assure best service, product knowledge, awareness, and completing the sales contracts through face to face communication.
- Enrolment and system upload processes and Printing contracts and membership cards.
- Ensure that policy requirements are fulfilled, including any necessary medical examination and completion of appropriate forms.
- Prepare a membership folder to be delivered to the client.
- Generate new opportunities & distribute sales leads to the teaming (visit, calls & referral business and territory management.
- Ensure that the incumbent exhibit strong work ethics that help the team perform as per BUPA values.
3. Cash Flow Management:
- Compare the funds collected from the team with the sales report.
- Ensure Premium collection in accordance to BA credit control policy.
4. People development and coaching:
- Coach employees for performance improvement and Motivate sales and quality performance of the team.
- Recruit new sales staff and Train new employees to ensure professional performance.
- Identify the needs for the team members’ development to improve selling skills.
- Prepare annual vacation plans/scheduling in-house training courses for sales team.
- Deliver performance reviews of team members, conducts disciplinary interview complete and file all necessary documents, compulsory business requirements & HR documents.
5. Reporting:
- Send daily reports to the management team.
- Meet minimum weekly sales call standards and complete all reporting, forecasting in a timely manner.
6. Customer experience and excellence:
- Evaluate, provide feedback, monitor and motivate branch/field sales team to provide an excellent customer experience, while improving business calls, meeting quality and performance requirements.
- Resolve outlet/sales team & customers issues or submits unsettled issues to the sales, operation management & HR department for appropriate actions.
- Deliver Client service level agreement and KPI's.
- Interact directly with SME’s, Bupa operations, pricing, finance, membership, CCHI, compliance, sales quality, collection, facility & training development to ensure customer expectations are met by Bupa team and actively pursue feedback.
7. Legal requirements:
- Ensure acceptable level of awareness in KSA, CCHI, SAMA, Bupa operation, HR, as well as sales rules & policies.
**Skills**:
- Strong understanding of customer and market dynamics and requirements.
- Organizational and management skills, motivational skills, leadership by setting examples.
- Ability to understand the problems of members in team and ability to empathize rather than showing sympathy.
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