Manager – SME NB Field Sales
Job Description
To drive sales in the branches & the territory/ies assigned, through the team by following the sales process & guidelines laid down thereby enabling the Retail business to achieve their targets by complying with the SAMA/CCHI regulations.
1. Meeting Sales Goals:
Achieve the company's goals through the team and applying the company's policy and consolidate the values of BUPA in the team. Monitor the agent's objective and set their goals to be achieved. Achieve yearly sales target SME's/Individuals new & renewal according to AOP. Manage Agents objectives by forecasting, scheduling, analyzing & initiating new sales initiatives according to the given KPI’s.
2. Sale of BUPA products:
Assure best service, product knowledge, awareness, and completing the sales contracts through face to face communication. Enrolment and system upload processes and Printing contracts and membership cards. Ensure that policy requirements are fulfilled, including any necessary medical examination and completion of appropriate forms. Prepare a membership folder to be delivered to the client. Generate new opportunities & distribute sales leads to the teaming (visit, calls & referral business and territory management. Ensure that the incumbent exhibit strong work ethics that help the team perform as per BUPA values.
3. Cash Flow Management:
Compare the funds collected from the team with the sales report. Ensure Premium collection in accordance to BA credit control policy.
4. People development and coaching:
Coach employees for performance improvement and Motivate sales and quality performance of the team. Recruit new sales staff and Train new employees to ensure professional performance. Identify the needs for the team members’ development to improve selling skills. Prepare annual vacation plans/scheduling in-house training courses for sales team. Deliver performance reviews of team members, conducts disciplinary interview complete and file all necessary documents, compulsory business requirements & HR documents.
5. Reporting:
Send daily reports to the management team. Meet minimum weekly sales call standards and complete all reporting, forecasting in a timely manner.
6. Customer experience and excellence:
Evaluate, provide feedback, monitor and motivate branch/field sales team to provide an excellent customer experience, while improving business calls, meeting quality and performance requirements. Resolve outlet/sales team & customers issues or submits unsettled issues to the sales, operation management & HR department for appropriate actions. Deliver Client service level agreement and KPI's. Interact directly with SME’s, Bupa operations, pricing, finance, membership, CCHI, compliance, sales quality, collection, facility & training development to ensure customer expectations are met by Bupa team and actively pursue feedback.
7. Legal requirements:
Ensure acceptable level of awareness in KSA, CCHI, SAMA, Bupa operation, HR, as well as sales rules & policies.
Skills
Strong understanding of customer and market dynamics and requirements. Organizational and management skills, motivational skills, leadership by setting examples. Ability to understand the problems of members in team and ability to empathize rather than showing sympathy.
Job Location Khobar, Saudi Arabia Job Role Sales Years of Experience Min: 3 Max: 5
