Responsible for administrative and office support functions, facilitating new client and existing member flow, overseeing scheduling activities, inventory management, data entry, and supporting the Managing Director.
Responsibilities
Facilitate new client and existing member flow
Oversee scheduling activities and booking appointments
Outside sales position responsible for promoting the company's products and services and for building relationships with new and existing accounts to help Sysco customers succeed while achieving sales and profit goals.
Locations (4)
Arvada, Colorado, United States
Broomfield, Colorado, United States
Evergreen, Colorado, United States
Golden, Colorado, United States
Compensation
$48,600.00 - $81,000.00
Responsibilities
Develop new business, penetrate existing accounts, and minimize lost business to achieve profitable sales growth
The role involves championing valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.
Responsibilities
Championing valued customers to achieve their lifetime goals
Identifying financial needs
Providing sound financial advice
Recommending and implementing 'fit for purpose' financial plans and solutions
Outside sales position responsible for promoting the company's products and services and for building relationships with new and existing accounts, focusing on helping Sysco customers succeed.
Locations (3)
Las Cruces, New Mexico, United States
Deming, New Mexico, United States
Silver City, New Mexico, United States
Compensation
Competitive base salary, bonus, plus promotional incentive opportunities
Responsibilities
Develop new business
penetrate existing accounts
minimize lost business to achieve profitable sales growth
Seek and qualify prospects following company account stratification goals
Research customer business needs and develops a mix of products and service to meet needs
Lead a small to medium-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services.
Responsibilities
Communicate the local action plan and motivate people to achieve local business goals
Develop and implement a relationship management plan for existing customer accounts
Present complex standard products and/or services to customers with clear rationale
Identify potential customers through referrals, recommendations, trade shows and conferences
Use performance management systems to improve personal and team performance
Requirements
NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Championing customers to achieve lifetime financial goals by identifying needs, providing sound advice, and recommending fit‑for‑purpose financial plans and solutions.
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts.
Responsibilities
Customer Service
Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems.
Solutions Analysis
Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
Receiving Visitors
Receive visitors and assist with various requests for information, referring more complex matters to colleagues.
Customer Relationship Management (CRM) Data
Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective customer retention and business development activities.
Customer Needs Clarification
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Customer Relationship Development / Prospecting
Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
Operational Compliance
Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Business Development
Monitor and assess sales and market data for a specific geographic region that will assist management in identifying areas in the market where business can be developed.
Sales Opportunities Creation
Develop a personal network within the business sector and represent the organization at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organization, its products, and its services.
Data Exploration
Conduct research and select relevant information to enable analysis of key themes and trends using primary data sources and business intelligence tools.
Network of Influence
Demonstrate understanding of the value of networking by participating in and contributing to a network of people, technologies, and ideas both inside and outside the company.
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Skills
Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships
Competencies
Action Oriented
Balances Stakeholders
Builds Networks
Collaborates
Communicates Effectively
Customer Focus
Drives Results
Ensures Accountability
Education
NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent
Closing Date
29 November 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
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