JOB DESCRIPTION: Sales Coordinator  

INTRODUCTION:  Your appointment as a Sales Co-Coordinator in the Sales Admin Department is hereby explained. 

REPORTING:  In the execution of your duties, you will report to the District Admin Manager. 

PURPOSE: The role of the Sales Support Coordinator is to ensure the effective and efficient management of sales leads, receiving of feedback from Sales Consultants regarding the outcome of appointments. 

Your job description encompasses, but is not necessarily, limited to the following:  

Key Performance areas:

1. 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 clients not related to new leads or leads in “Follow Up” 
• Creating of leads where the clients did not call into the company (e.g. Website Leads, Self-Generated)
• Obtain quote value for reporting 
• Creating leads to be process paperwork 

1. VERIFICATION OF DATA

• Addresses on sales system (Recon or New client?) 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.  

1. 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 

1. REPORTING AND COMMUNICATION

• Assist with any problems or complaints 
• Give full feedback to clients where necessary 
• Ensure that information is communicated in a timely and accurate manner to all team members 

1. CREATING OF PO REQUISTIONS AND RECEIPTING 

• Receive quotes from District Sales, technical and Community Development team for purchasing of goods 
• Ensure DOA signs off for approval
• Create requisition on SAP system or financial system 
• Ensure PO is generated and submitted to supplier by procurement department 
• Receive Goods delivery note and invoice for receipting 
• Inform accounts payable to make payment to supplier once receipting of invoice is processed 
• Follow up with Suppliers for outstanding PO`S generated 

6. GENERAL

• Have knowledge about all facets pertaining to your position 
• Attend all required meetings and training sessions 
• Keep your workstation/office neat and tidy at all times 
• Not abuse company telephone for private calls 
• Filling, faxing, ordering of stationary and all other office duties 
• Adhere to shift roster and office hours 
• Emails to  be processed  daily (up to date by COB) 
• Assisting with other ad-hoc tasks , analysis and projects as and when required by Management 

     7.Standing Operating Procedures

• Ensure that the disciplinary code is adhered to at all times 
• Standing Operating Procedures must be upheld 
• Meeting and keeping on agreed upon targets 
• Meeting and keeping on agreed upon targets – performance 
• High standard of service must be upheld 
• Ensure SOX compliance at all times 
• Ensure that the Big 5 principles are upheld at all times

We reserve the right not to make an appointment to any advertised position. Whilst preference is given to existing employees at all times and the choice made is purely on merit, Historically Disadvantaged Candidates and Black Female Candidates are encouraged and supported in the FSG team.

Fidelity Services Group (Pty) Ltd supports global fair practice and business ethics on continuous development of our human capital as the key resource to our success in the markets in which we participate. Should you not be contacted regarding this position within 10 working days from the closing date, please regard your application as unsuccessful.