Sales & Retention Job Description
Sales & retention
provides dialer Architect with information used to change the dialer parameters to meet business customer needs ?.
Sales & Retention Duties & Responsibilities
To write an effective sales & retention job description, begin by listing detailed duties, responsibilities and expectations. We have included sales & retention job description templates that you can modify and use.
Sample responsibilities for this position include:
Being a sales coach and leader on site for HQ
Assist in the training & development of Mortgage Consultants in all aspects of the origination process
Meet individual and team goals for the month
Collaborate with the operations teams to assist in more efficient processes for pipeline management
Maintain compliance with New Penn Financial Code of Conduct
Recruit, Interview, and assist with the selection of team members
Supervise team responsible for retaining current subscribers of
Using information from the customer service team, follow up on sales opportunities for existing commercial and industrial clients
Prepare and deliver sales presentations to grow existing major accounts
Respond to service cancellation calls
Sales & Retention Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Sales & Retention
List any licenses or certifications required by the position: CEBS, NMLS
Education for Sales & Retention
Typically a job would require a certain level of education.
Employers hiring for the sales & retention job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in Business, Marketing, Education, Finance, General Education, Business/Administration, Communications, Management, Associates, Engineering
Skills for Sales & Retention
Desired skills for sales & retention include:
Basic accounting principles
Basic construction
Maintenance practices
Company’s available services
Lines of business
Offers additional services as appropriate to assigned existing customers
Pricing structures
Collections regulations
Company services and promotions
Dialer functionality and call campaigns
Desired experience for sales & retention includes:
Analyzes and creates reports to recognize trends in productivity on an
Must have ability to multi-task and prioritize in a fast-paced environment
Must be familiar with basic operations of Windows/Apple operating systems, internet browsers
Must be available to work assigned shift as within guidelines
College degree (bachelor’s preferred) or equivalent work experience required
A bachelor's degree or college diploma in business or related field
Sales & Retention Examples
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Sales & Retention Job Description
Job Description Example
Our growing company is looking for a sales & retention. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for sales & retention
- This role will help define the customer and agent experience in conjunction with internal business partners
- Leads the switch team to support new customer acquisition by facilitating the transfer of direct deposits and direct debits or automatic ACH payments for the personal deposit customers setting up bill pay payees on behalf of the consumer
- Owning and developing a strategic and systematic programme of retention activity online
- Proven experience delivering increases in conversion and transactions on ecommerce, B2C websites
- Experience defining and executing a digital strategy
- Experience delivering digital campaigns and creating and implementing a successful retention programme
- Management – inspiring and leading a team
- Have strong commercial acumen and have worked in a commercial environment previously
- Really get digital
- Support activities that impact the CSSR Program partnering with various teams
Qualifications for sales & retention
- Management of sales validation function and documentation of subscriber’s information required for financing partners
- Management of retention and customer escalations
- Work closely with Ops Execution analyst and adjust team priorities or shift resources as needed
- Coordinate with Retention Strategy Manager to ensure a consistent customer experience across all customer service interactions
- Develop and implement tool kit and training material for customer service representatives
- Share best practices and lessons learned with broader Call Center group
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Sales & Retention Job Description
Job Description Example
Our company is looking to fill the role of sales & retention. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for sales & retention
- Prospects accounts and produces revenue through new and renewal sales
- Develops and executes retention strategies
- Manages the renewal process and ensures that accounts receive excellent customer service
- Tracks, analyses and reports performance data on key departmental
- Develop strategies and utilize selling techniques to acquire new business through insurance brokers
- Assist brokers renewing small group accounts
- Collect past due balances
- Offer targeted solutions based on customer need to increase length of stay and reduce customer churn
- Provide support and re-sell solutions to customers who have not installed service to assist with our order to install rate
- Meet or exceed order volume targets and individual assigned objectives
Qualifications for sales & retention
- Four or more years of relevant customer service, retention and sales experience
- Retail electricity background preferred
- Previous Call Center or roles that required customer interactions preferred
- Ability to work on fast pace and changing environment
- Sales License must be obtained by day 30 of employment
- At least 6 months experience in understanding client budgets and constraints
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Sales & Retention Job Description
Job Description Example
Our company is growing rapidly and is hiring for a sales & retention. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for sales & retention
- Meets retention goals set by Company/department
- May assist in the training of new Representatives through on-the-job training program
- Troubleshoot account and customer concerns
- Upsell products to earn commissions
- Retain the customer’s account and keep installation date
- Assist field service professionals with on-site installation inquiries
- Uses active listening, empathy, and assumes ownership of customer
- Provides comprehensive and detailed insurance information that is timely and accurate to all internal and external clients
- Sells and services existing policies including new sales, renewal retention, changes, claims, cancellations, reinstatements and policy processing
- Maintains a minimum of 4 plus hours per day to take incoming calls
Qualifications for sales & retention
- BA in Business Administration, Finance, Leadership Development or equivalent experience required
- Experience working in a cross-functional team with multiple agency partners
- High level of analytical ability where problems are very unusual and extremely difficult
- High level of interpersonal skills to work effectively with others, motivates employees, and elicits work output
- Understanding of customer/dealer data
- Preferred field and dealer support experience and CRM knowledge
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Sales & Retention Job Description
Job Description Example
Our growing company is looking for a sales & retention. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales & retention
- Must be good at problem-solving and handling disgruntled customers
- Understand Small Business product offerings and how they benefit both the customer and DEB
- Act as business lead for all retention projects to ensure seamless project delivery, maintain alignment with overall strategic goals, meet sales targets and achieve acceptable rate of return
- Analyze sales analytics for the Retention Sales channels and communicate information to senior leadership
- Build process flow and handle requests involving the process accordingly
- Provide recommendations for system and process improvements/enhancements from process flow and sales application observations – collaborate with IT for implementation and testing of system and process enhancements
- Provide training and market insights to sales team to better positions teams with a competitive advantage
- Complete sales agent on-boarding and setup as needed
- Distribution and coordination of Product/Pricing for Retention Sales
- Ensure leads lists are delivered in a timely manner to Save Team daily
Qualifications for sales & retention
- Cultivate a positive and motivational team environment that supports
- Must be able to work a flexible work schedule driven by customer demand
- Bachelor's degree in any related field preferred
- Fluent in several european languages is a plus
- Five or more yeas of successful experience in sales/telesales with a consistent proven track record of overachievement of quota expectations in a business-to-business environment
- Two or more years of outbound telesales management experience is preferred including telesales management experience and success in a business-to-business environment, demonstrating the ability to successfully manage people in order to achieve performance goals
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Sales & Retention Job Description
Job Description Example
Our company is looking for a sales & retention. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for sales & retention
- Leverage operation skills for seamless customer re-enrollment
- Develop and track key performance indicators
- Compute variable incentive payouts for sales staff on the Inside Sales, Advice, & Retention teams
- Recommend compensation models that will drive desired behaviour and achieve business unit sales goals
- Provide ongoing analysis regarding compensation trending
- Complete annual compensation risk reviews and ensure the programs incorporate appropriate risk controls
- Work closely with team members to ensure accurate data is used that ties to sales reporting
- Partner with Zone Manager and General Office Development teams to build agent retention and manpower support plans to implement Latino Market Agent orientation, skill builders, prospecting activities, training, and study groups or other development and sales programs
- Conduct Hispanic Market sales campaigns such as canvassing activities, phone clinics, business blitz campaigns, sales seminars, and other local sponsorship opportunities
- Conduct individual Agent meetings to review production opportunities, sales ideas, activity, and accountability, develop individual plans and follow up
Qualifications for sales & retention
- Four or more years of sales and negotiations experience
- Demonstrates strong analytical (quantitative and qualitative) and problem-solving skills
- Experience with Salesforce.com-embedded Configure, Price, Quote (CPQ) tools preferred
- Excellent math skills and strong attention to detail are required to be successful in this position
- Demonstrates knowledge of contracting
- Knowledge of the mortgage market, mortgage sales, mortgage broker roles