Areas of Accountability – Pipeline

• Build and maintain a qualified, traceable sales pipeline
• Pipeline updated monthly and submitted two days before KPI meetings
• Systematic targeting by geography or market segment
• Telephonic cold calling as per schedule
• Accurate activity reporting for calls and appointments

Appointments

• Conduct face-to-face appointments as per target schedule
• Assess and understand client needs using the WITY tool

Financials

• Accurate quotations and invoicing based on current pricing
• Accurate monthly sales reporting against budgets

Targets

• Targets aligned to Sales Executive budget and service portfolio
• To be discussed and agreed with candidate

Proposal / Quote

• Relevant proposals or quotations aligned to financials
• Annuity quotes over R10,000 per m...