Personal Finance Officer Lead

Bridgetown, Saint Michael, Barbados | Full-time

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In an increasingly competitive and fast developing market like short-term finance, the Sales function is a strategic contributor to the Company’s success. The Sales Lead will be responsible for leading, mentoring, and coaching Quickstop’s sales team. This will include assigning & adjusting sales territories, setting quotas, meeting and exceeding sales goals, and coordinating with Sales Manager & our marketing department on lead generation.

 

Primary duties and responsibilities:

Supervision

•         Supervise & provide leadership to the Barbados Executive Advance (EA) sales team

•         Train and execute sales in accordance with the established company policies

•         Coach and motivate EA sales team to meet targets

•         Work with the Marketing department to ensure EA promotion business needs are met on a timely basis including Pop up events and other marketing related initiatives.

•         Organize all aspects of the sales process including territory distribution

•         Establish and track sales metrics based on an international standard

•         Report on EA sales results and collaborate with sales manager to develop plans for achieving corporate Goals & Objectives.

•         Establish and monitor weekly sales schedules, including office days, field sales, employer visits, and pop-up activities.

•         Monitor team attendance, punctuality, work locations, and compliance with required check-in/check-out procedures.

•         Ensure sales activities, leads, customer follow-ups, and pipeline activity are accurately and timely recorded in CRM.

 

Strategic Sales

•         Monitor competition, industry trends, and economic data with a view of adjusting product policies and configuration to maximize revenue

•         Identify underserved or unserved market segments and develop plans to reach and convert those prospects into customers

•         Develop new sales opportunities and actively collaborate with sales manager to develop strategies for growing the business

•         Actively sell products and services across the country

•         Develop and manage a structured field-sales strategy across Barbados, including employer visits, business visits, organization presentations, pop-up activations, and other lead-generation activities.

•         Identify high-potential geographic areas, employers, organizations, and market segments and develop plans to increase EA penetration.

•         Accompany Sales Representatives on field visits periodically to observe performance, provide coaching, and identify opportunities for improvement.

•         Ensure field activity is aligned with the team's weekly sales priorities and produces measurable lead and sales outcomes.

•         Establish and maintain strong relationships with employers, HR representatives, managers, supervisors, and other key organizational contacts.

 

Customer Focus

•         Ensure consistent premiere customer service and follow-up to resolve any issues brought up by EA customers

•         Actively contribute to providing the necessary customer resolutions

•         Create sales presentations to promote company products and highlight the UVP

•         Participate in the sales effort, engage with customers and issue loans

•         Develop and maintain key employer relationships and identify approaches to leverage those relationships to maximize awareness and access to EA products

Professional Qualification Requirements:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements that follow are representative of the knowledge, skills, and/or abilities required.

Education

Bachelor’s degree in business or related field

Work Experience

Minimum of 5 years experience in Sales Management or Business Development.

Knowledge/Skills/Abilities

▪          Sales and Negotiation

▪          Sales Planning

▪          Coaching

▪          Market Knowledge

Attitude and Behaviours

▪          Self-motivated and Self-disciplined

▪          High energy and Team player

▪          Flexible

▪          Creative and open to challenges