Halifax Sales Advisor
Role Profile:
The role holder is directly responsible for the delivery of quality customer
service and the achievement of personal sales targets.
Line of Report:
The role holder will report to the Agency Supervisor and indirectly to the
Sales Manager and Operations Manager as required.
Specific Accountabilities:
- Meet agreed personal targets
- Offer a consistently high standard of customer service
- Present a professional and knowledgeable point of contact to each customer
- Build a rapport with customers to develop a relationship for their future
- Recommend products and services which meet the individual needs of the customer
- Observe and comply with Halifax Agency risk requirements and the operational requirements of Andrew Kelly & Associates
- Maintain an awareness of competitors' offering and the general market place, using this to win the customer's business
- Adhere to all FSA requirements
- Process administration and till/float management in accordance with the requirements of Halifax PLC and Andrew Kelly & Associates
- Maintain a record of all sales leads and track those to sales
- Demonstrate a positive 'CAN DO' attitude within the Agency
- Offer support to the wider Agency network of Andrew Kelly & Associates
- Take full ownership for own personal development and seek opportunities to learn
- Demonstrate a high level of accuracy in the management of cash and the processing of transactions - minimising risk by ensuring data keyed 'right first time
Quarterly Sales Targets:
Agency Targets - as agreed with ASM
Personal Targets - Agreed on a 1:1 basis with sales manager in accordance with
role-holders stage of development.
Enquiries to Mrs K Kelly
Operations Manager
Halifax Agency
24/26 Hare Hill Road
Littleborough
Lancashire
OL15 9AD
01706 370881
Halifax Sales Developer
Role Profile:
This is a sales role - the holder of which will support and deputise for the
Sales Manager.
The role holder is directly responsible for meeting personal sales targets as
well as the targets of each Agency.
Line of Report:
The role holder will report to the Sales Manager on a daily basis and indirectly
to the Operations Manager as required.
Specific Accountabilities:
- Meet agreed personal targets and Agency sales targets
- Proactively prospect existing customers to increase their product holding via telephone and/or letter
- Design and conduct Agency-based product campaigns and initiatives to meet Agency Targets
- Secure, attend and facilitate worksite visits in conjunction with Halifax
- Secure, attend and facilitate external events to promote the Halifax
agencies at Andrew Kelly & Associates
- Support the Agencies by covering counter and sales desk positions during periods of staff shortage
- Book and conduct Agency based Banking Reviews (sales for identified product being awarded to sales advisor and cross-sales being awarded to role holder)
- Observe and comply with Halifax Agency risk requirements and the operational requirements of Andrew Kelly & Associates
- Monitor and track declined business for future sales
- Motivate, drive and develop Agency sales staff to fulfill their role in liason with the Operations Manager and Sales Manager
Quarterley Sales Targets:
Agency Targets - As agreed with ASM
Personal Targets - Agreed every quarter with the Sales Manager
Enquiries to Mrs K Kelly
Operations Manager
Halifax Agency
24/26 Hare Hill Road
Littleborough
Lancashire
OL15 9AD
01706 370881
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