Job Description: Responsibilities, Qualifications, and Necessary Skills
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Fundi is a private company that has provided more than 1,200,000 student loans over its 20 years of operation with the collective value of over R5.5 billion. Over the past 24 months, the company has re-branded and changed its name from Eduloan, which was predominantly a loan’s business, to Fundi with the long-term view of being able to offer a one-stop-shop for all things education. In addition, the company has upgraded its internal systems, brought on board a number of new partners, launched new products and opened a concept store in Polokwane and Pretoria. In order to deliver on its new strategy, enable faster product development and speed to market, the company has acquired a young IT startup: Stoogle (now rebranded to EduOne).
Fundi is now looking to hire dynamic Sales Agents to join this exciting, continually growing business.
Job Functions
Call Centre
Industries
Financial Services
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Specification
The purpose of the role is to achieve individual and business sales targets, using a customer-centric approach to process customer application forms, conclude transactions and resolve customer queries.
Requirements
Sales/Processing Transactions
- Contribute to the achievement of the regional sales targets
- Sell all Fundi products and services to customers
- Ensure daily, weekly and monthly targets are met both on the rand value and units
- Accurate capturing of customer applications on the system with relevant documentation
- Follow up on application status
- Activation of fund administration cards
Relationship Management
- Maintain relationships with customers and key stakeholders in order to achieve sales targets
- Administer and monitor sales effectiveness and establish new business
Customer Focus
- Ensuring client satisfaction at all times
- Provide constant feedback to customers on their application
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Sales Activations/ Administration
- Oversee the daily operation of the sales activation during peak periods incl. temporary staff
- Ensure administration systems are in place to track and report on progress of achieving sales targets and business development activity.
- Stakeholder data base maintained.
Self and Team Development
- Contribute to a culture conducive to the achievement of company goals by participating in company activities
- Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
- Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced and certifications obtained and/or maintained within specified time frames.
- Identify and resolve work obstacles and problems through participating in team meetings, sharing information and reviewing performance against targets and standards.
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