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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Assistant Finance Consultant/Product Specialist |
| Position Code: | 1203 | | Career Level: | 3 |
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Responsible for
Marketing a range of specialised financial products usually of higher value to clients. |
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Reports To
Sales Manager, Business Development Manager. |
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Supervises
No supervisory responsibilities. |
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Main Activities
Achieving sales quotas for products.
Selling to clients/customers, commonly through third parties. Will often involve preparing complex lending applications.
Analysing clients' financial circumstances and recommending appropriate financial products and services.
Ensuring application details are provided comprehensively to assist swift processing.
Maintaining close contact continually with clients or third parties/dealers so as to maximise potential sales opportunities.
Implementing marketing strategy & company procedures to maximise customer service and satisfaction.
Continually monitoring competitor activities & offsetting these with third parties/dealers to present competitive advantage.
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Key Skills
Top sales skills, supported by excellent product knowledge, an understanding of user needs, technological developments, trends and competitive activity.
May have specialist business knowledge.
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Internal Contacts
Product Specialists, Engineers and Systems Specialists, Customer Service, Sales and Administration Staff, Delivery and Installation Staff. |
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External Contacts
Major Clients/Customers, Credit Reference Associations |
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Typical Experience
Less than 5 years relevant experience in Finance and/or Selling. |
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Other Comments
Alternative Titles: Senior Sales Consultant, Dealer Consultant. |
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