Latest Jobs at Clear Leaf

JOB PURPOSE:

The primary focus of the position relates to sales in our Medical Aid division; however, our unique holistic offering provides exciting opportunities across multiple platforms and providers. We furthermore provide Financial Advisors with continuous leads enabling the Advisor to build a growing practice

Job Description

• Identifying the financial needs of clients and / or leads and providing recommendations and advice;

• Converting provided leads into sales;

• Identifying new business opportunities;

• Attracting new clients through various methods of prospecting, including cold calling;

• Develop and implement the company’s sales strategy;

• Reviewing clients’ complete financial portfolio and identifying cross-selling opportunities;

• Achieve Medical Aid sales targets;

• Manage client profiles;

• Attend to clients’ annual reviews;

• Client retention and continuous service;

• Submit weekly production reports

Qualifications

• Minimum Grade 12 (NQF5 or similar qualification would be beneficial);

• Regulatory Exams (RE5): non-negotiable;

• Minimum 2-3 years’ work experience; previous sales experience in the financial services / medical scheme’s industry;

• Excellent interpersonal skills;

• Outgoing, professional and presentable;

• Motivated, independent and energetic;

• Driver’s License and own reliable vehicle – non-negotiable;

• Fit and proper to be registered on the FSCA Representative Register

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Job Description

Client Maintenance

• Manage Client relationship with regards to effective and frequent communication.

• Deliver exceptional service that exceeds customer’s expectations through proactive and appropriate solutions.

Supplier Maintenance

• Manage Supplier relationship with regards to effective and frequent communication.

• Critical evaluation of supplier service, delivery lead times and quality on a continuous basis.

• Compare pricing of stock between current and competitive suppliers and suggest saving initiatives to operations manager.

• Make continuous purchase suggestions to operations manager based on informed market knowledge.

• Ensuring timeous payment is made to supplier through correspondence with the Finance Department.

Purchasing

• Process order enquiries from customers as forwarded by management and follow agreed purchasing procedures.

• Source goods to meet customer requests.

• Prepare proforma invoices for customer inclusive of all costs for delivery, duties, freight, surcharge, VAT, etc.

• Ensure selling costs meet agreed customer mark-up rates.

• Ensure duty calculations, and exchange rates are correct.

• Request forward cover for Forex deals.

• Compile a complete file for each order with all the necessary correspondence and product information.

• After receipt of order confirmation, place orders with various suppliers, and forward copies to accounts for payment and warehouse for collections.

• Obtain competitive quotations from suppliers.

• Negotiate best possible prices and payment terms.

• Supply Clients with competitive quotations for requested goods.

• Follow up with Clients and secure the order. 

• Send an authorised purchase order to supplier to confirm the order.

• Ensure timeous delivery or collection from supplier according to priority set for scheduled delivery trucks.

• Follow up on undelivered goods of your purchase orders.

• Schedule returns with supplier of incorrect or defective goods.

Stock Control

• Liaise continuously with the Warehouse staff on purchase order receipts with regards to packaging, labelling, storage and shipping.

• Inspect goods on delivery to ensure correct before scheduled loading of delivery trucks.

Reporting

• Communicate frequently to Operations Manager and Warehouse staff regarding availability of purchased goods, collections, returns, deliveries and lead time from suppliers.

• Daily completion of Procurement Schedule.

• Report during staff meetings with regards to any queries, schedules for collections and loading.

General

• Must manage own administration duties.

• Enjoy working independently as well as be part of a team.

• Assist fellow colleagues in the daily running of company related tasks.

• Be focused on providing work of an extremely high quality and accuracy.

Qualifications

• High school or equivalent

• Degree or Diploma in Purchasing, Logistics, Commerce, Finance or Business Management

• 3 – 5 years’ experience preferable

• Ability to analyse facts / situations and make sound decisions

• Above average computer literacy, especially MS Office packages

• Project management skills

• Customer interface and conflict management skills

• Ability to interpret technical data

• Highly skilled at building and maintaining effective and productive relationships with key stakeholders and suppliers

• Strong negotiation, communication, interpersonal and influencing skills

• Analytical, numerically astute with strong proven problem identification and solution abilities

• Results orientated with the ability to plan and deliver against project deadlines

• Commercially and financially aware

• Keen attention to detail and accuracy

• Strong oral and written communication skills.

• Ability to influence others and lead small teams. 

• Ability to coordinate several projects simultaneously.