Fidelity Services Group: Administrator

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  • Post published:May 15, 2022
  • Post category:Jobs

Job Description

Fidelity Services Group: Administrator

SALES SUPPORT

    • Receiving of feedback from Sales consultants regarding the outcome of appointments daily
    • Capture and record all relevant information on sales systems and update the call status accordingly
    • Handling of red flags and resolution of related sales complaints
    • Handling of sales related enquiries by customers not related to new leads or leads in “Follow Up”
    • Creating of leads where the customers did not call into the company (e.g. Website Leads, Self-Generated)
    • Creating leads to be process paperwork
    • Obtain quote value for reporting

VERIFICATION OF DATA

  • Addresses on sales system (Recon or New customer) when loading a new lead for the processing of paperwork. Ensuring that no information related to leads are duplicated, this includes but is not limited to the loading of duplicate leads
  • Ensure correct DOA levels have been signed off for contracts and quotes.

CREDIT VETTING AND DIRECT SALES

  • Load lead onto the sales system
  • Record the receipt of the application on the control sheet
  • Check and copy submissions
  • Ensure that the applications received meet the minimum standards

REPORTING AND COMMUNICATION

  • Assist with any problems or complaints
  • Give full feedback to customers where necessary
  • Ensure that information is communicated in a timely and accurate manner to all
  • Ensuring that all walk-in customers are attended to and queries are escalated

Closing date: 23 May 2022

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