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| POSITION DESCRIPTION | BANKING & FINANCE INDUSTRIES OCTOBER 2008 |
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Mobile Lending/Sales Officer |
| Position Code: | 1204 | | Career Level: | 2 |
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Responsible for
Selling financial products to new and existing customers by visiting them at their home, office or service outlet. |
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Reports To
Area Sales Manager. |
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Supervises
No supervisory responsibilities. |
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Main Activities
Selling a range of financial products and services while continually acquiring new clients.
Forwarding applications and information to the Sales Support Centre for processing.
Handing over newly acquired clients to the appropriate client services.
Building and maintaining a network of referral sources.
Ensuring compliance with relevant policies and procedures, laws and codes of practice.
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Key Skills
Well developed sales skills, supported by excellent product and services knowledge.
Excellent communication skills.
Self motivated as well as being highly organised.
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Internal Contacts
Sales Administration Team, Sales Advisers. |
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External Contacts
Customers. |
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Typical Experience
Up to 5 years Sales experience in a Financial Services environment. |
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Other Comments
Role may require appropriate training and qualifications. |
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