Sales Advisor (Stakeholder) JOB TITLE: Sales Advisor (Stakeholder) REPORTS TO: Sales & Marketing Manager

Transcription

1 JOB TITLE: Sales Advisor (Stakeholder) REPORTS TO: Sales & Marketing Manager POSITION LEVEL: JOB PURPOSE: Salary + Commission Working alongside the Sales & Marketing Manger to develop and promote the organisations in house sales brand, marketing materials and resources for all types of property sales we undertake on behalf of our clients. You will create and maintain excellent relationships with stakeholders as well as providing a first class customer service to them and their purchasers. You will be working to meet or exceed targets set by the Sales & Marketing Manager and our clients. You will assist the Sales & Marketing Manager in reporting and make sure that the all data is accurate, timely and recorded and stored correctly. You will deal with all enquires on our clients properties and developments promptly, efficiently and professionally. Customer service to your clients, colleagues and our stakeholders will be first class and you will go above and beyond what is expected of you in order to deliver. You will have a proactive approach in order to generate interest in the in the properties available. We expect you to put forward new ideas and ways of working to generate interest, improve customer service and for the team to meet and exceed its targets and key performance indicators. You will work alongside your Sales Teams marketing colleagues to make sure all marketing material is available, honest, transparent and up to date. You will be responsible for accurately recording all of our Customer Relationship Management (CRM) systems making sure that management reporting is in turn accurate. This role will require regular working outside of office hours to ensure that targets are met.

2 You will be responsible for ensuring that all information given to customers is clear up to date and accurate. You will be responsible for ensuring that all data is recorded correctly on the Customer Relationship Management (CRM) system making any reporting accurate and up to date. This role will involve regular mobile working where employees will be required to work on site in designated Show Homes or offices ensuring that bpha have onsite presence. KEY RESULT AREAS MEASURES OF SUCCESS PERSON REQUIREMENTS 1. To build, maintain and develop key relationships with stakeholders and clients. 2. The ability to influence and negotiate effectively. 3. To assist with the providing of report and the ability to analyse and present data. 4. To assist the Sales & Marketing Manager in report writing. 5. Continually monitor, update and maintain marketing material in order to accurately provide applicants with information. 6. To be the first point of contact coordinating all shared ownership enquiries and leads providing a first class, professional, timely and caring service to customers. 7. To maximise the number of sales from leads generated. 8. To contribute to the team s sales targets and key performance indicators in turn 1. To meet personal targets and ensure that the teams KPI s in terms of sales achieved, void time, and income. 2. To ensure that you and the team maintain high levels of customer service as per completion surveys and other contact with customers. 3. Suggest new marketing methods as well as refining current methods to increase the level of leads received. 4. Create and maintain positive working between yourself, other departments and stakeholders. 5. Ensuring that all enquiries are dealt with by the team and yourself quickly, efficiently and accurately ensuring that all details are recorded correctly onto bpha s IT system as directed in the procedures and workflows, therefore providing accurate data for departmental reporting. 6. Suggest ways to improve and update Attributes 1. Able to lead a team and maintain team work and motivation. 2. The understanding and ability to provide reports and analyse them. 3. The ability to present to a group in a clear and concise manner. 4. Sales orientated individual who consistently demonstrates the ability to work towards and meet or exceed targets set. 5. An enthusiastic individual who demonstrates a can-do attitude who is committed to achieving high levels of performance and customer satisfaction. 6. To be able to work individually whilst part of a team to deliver

3 having a positive impact on sales achieved, income, void time and first tranche sales percentages. 9. Assessing applicant s eligibility including affordability, sustainability and credit checks. 10. Organise and attend events, open days, viewings and property handover to purchasers. 11. Ensure that all business practices are in line with appropriate and current legislation in particular the HCA s Capital Funding Guide, Consumer Protection Regulations (CPRs) 2008, Estate Agency Act 1979, Financial Services Act 2004 and bpha s Data Protection Policy. 12. Excellent knowledge of regulatory requirements such as the Homes & Communities Agency Capital Funding Guide and to keep up to date with any changes. 13. Highly competent with bpha s policies and procedures. 14. To liaise with external stakeholders such as Homebuy Agents and local authorities with regards to nominations. 15. To accurately record and maintain bpha s CRM systems, therefore providing accurate data for departmental reporting. 16. Deal effectively with administration and marketing material and ways of working increase the number of leads received. 7. To meet personal targets and objectives set out in your yearly appraisal as well as positively contribute to the team and departmental yearly targets as set out in the KPIs. 8. To ensure that the team and yourself maintain a high level of customer service with all bpha customers and stakeholders through out the customer/stakeholder journey from start to finish. 9. A strong network of relationships with key stakeholders is built and maintained. 10. Excellent internal working relationships with colleagues in all areas of the business. 11. Compliance at all times with bpha s customer service standards with particular focus on data protection. 12. Ensure that all business practices and customer assessments are in line with appropriate and current legislation in particular the HCA s Capital Funding Guide, Consumer Protection Regulations (CPRs) 2008, Estate Agency Act 1979, Financial Services Act 2004 and bpha s Data Protection Policy. 13. To meet or exceed your individual targets and objectives as set by sales team management. the organisations goals. 7. An individual who provides a first class, consistently high level of customer service both to external customers and internal colleagues. 8. Must be able to work in a target based environment demonstrating their ability to go the extra mile in order to succeed. 9. Flexible in your approach to work and changes in the sector. 10. Flexible with days and hours worked as evening and weekend work will be required. 11. A commitment to equality and diversity with a positive approach to supporting others. 12. Must be self-motivated and driven. 13. Must have a pro-active approach. 14. Able to work in a busy, fast moving sales environment with the ability to prioritise work at busy times. Skills

4 documentation relating to shared ownership sales. 17. To ensure all documentation is processed in accordance to set policies and procedures within agreed time scales and for auditing purposes. 18. Prepare weekly reports on sales/marketing activities to ensure performance standards are met, progress is charted and procedures are complied with for weekly meeting with Sales & Marketing Manager and / or Senior Sales Advisor. 19. Deliver a knowledgeable and confident approach to all tasks. 20. To assist colleagues when required transactional sales progression through to completion. 21. Continually suggest ways to improve and update marketing material and ways of working. 22. To work closely with colleagues within bpha and Stakeholder Sales Teams, Development Teams, Technical Services Teams to ensure best practice and high levels of customer service are delivered. 23. To keep up to date of any changes in the property market. 24. Responsible for keeping all marketing up to date and sending relevant information 15. Leadership skills with the ability to motivate and drive staff to their full potential. 16. Must be an effective team leader capable of motivating and leading a team to achieve its targets. 17. A high level of IT literacy is essential in Microsoft Excel, Word and Outlook. 18. Well developed communication skills: verbal, written and presenting. 19. The ability to negotiate and influence others whilst listening to needs and concerns. 20. Able to form effective working relationships with a range of stakeholders. 21. Demonstrate excellent collaborative skills when working with colleagues and stakeholders. 22. Clarifies customer s needs to ensure the service delivered meets or exceeds our customers expectations. 23. Excellent organisational skills. Knowledge and Experience

5 to prospective customers. 25. Ensure all communications are appropriate and to a high standard. 26. Present a positive image of bpha through all dealings with prospective purchasers and stakeholders. 27. To assist Management in reporting when required. 28. Liaise, develop and maintain good working relationships with financial institutions, mortgage brokers and solicitors to ensure sales progress within agreed standards. 29. To have a good knowledge of Low Cost Home Ownership schemes, bpha s products and specification and products used in bpha s properties. 30. To feedback performance and progress toward targets and objectives to the Sales Teams management. 31. Work with colleagues in the Sales Team and Communications Team to ensure all marketing material (including adverts, brochures, websites and site signage) is accurate and available as required. 32. Monitor and feedback on effectiveness of advertising. 33. To undertake any other duties reasonably required in line with the level of responsibility of the post and in order to 24. Experience in line management and in particular within a sales environment. 25. Experience in a sales environment such as estate agency, new homes sales or a housing association. 26. Experience of working in a customer focused environment. 27. Experience of working in partnership and building relationships with a range of key stakeholders. 28. Knowledge of Low Cost Home Ownership schemes and local housing markets. 29. An understanding of the conveyance process. 30. Knowledge and experience of using customer relationship management (CRM) databases. Qualifications No essential qualifications required.

6 meet the changing needs of the 0rganisation. 34. To contribute towards the Sales Team s overall targets and key performance indicators (KPI s). 35. To build and maintain excellent relationships with your purchasers and potential purchasers. 36. To gain, maintain and constantly improve an excellent knowledge of the schemes we offer, the developments we build and the homes we sell. 37. Product, development and property promotion is successful and delivered within budget. 38. To gain and maintain high levels of customer satisfaction in all areas of the sales process. 39. Purchasers are kept up to date with regards to their purchase and notified of any changes to specification or completion dates In a timely manner. 40. The sales team CRM systems are up to date and maintained at all times. 41. To build and maintain excellent relationships with key stakeholders such as Homebuy Agents and local authorities. 42. Excellent internal working relationships with colleagues in all areas of the business.

7 43. To comply at all times with bpha s customer service standards and values and behaviours. VALUES AND BEHAVIOURS: CUSTOMER FOCUS ACCOUNTABILITY INNOVATION Putting customers at the heart of everything we do Say what you do and do what you say Make change count COLLABORATION It s great working together EFFICIENCY Thinking, delivering, learning INTEGRITY Passionate about doing the right thing in everything that we do Special Requirements: e.g. essential car user, shift working required There may be occasions when the role holder will need to travel on bpha business - the role is designated an essential car user and the role holder will, therefore, need the use of a car, a valid driving licence and insurance for business purposes Regular flexible working including evening and weekends is essential in order to ensure that the teams targets are delivered and the expectation of our customers satisfaction is met. Role profiles are a snapshot of requirements at the time of writing; content may change from time to time to ensure that roles continue to meet the changing needs of the business