Sales Executive

Typically, a Sales Executive will deal with a single point of contact for each sale, and will present a pre-considered value proposition. The entire sales process may be completed during a single customer ‘conversation’, or over a series of interactions.

A Sales Executive understands their organisation’s product(s) or service(s) in detail, and is an expert at analysing customer needs and creating solutions by selecting appropriate product(s) or service(s), linking their features and benefits to the customer’s requirements. A Sales Executive will develop customer relationships by establishing rapport and building trust and confidence in their own and their organisation’s capabilities through demonstration of detailed product knowledge, competitor knowledge and an understanding of the market in which they operate, and by ensuring a positive customer experience.

Assessment

The EPA assessment period must be completed within a maximum of 16 weeks

Submit a portfolio of evidence of their best work

Project report of a work based project completed during the EPA period

Presentation, including a sales pitch, with questions and answers

Meet with the independent assessor to have a Professional Discussion underpinned by a portfolio of evidence

The training will enable your apprentice to:

1. Establish attainable goals based on sales predictions.
2. Arrange priorities for clients and tasks to increase the value of customer accounts and optimise income inline with company strategy
3. Develop or improve plans for customers and their goals
4. Efficiently convey and understand the information shared by customers, both in writing and verbally, along with non-verbal cues
5. Craft a way of engaging with customers that not only initiates sales discussions but also fosters connection, improves interactions, and meets individual customer needs
6. Can ask insightful questions and engage in attentive listening to grasp the customer's requirements, steer the sales dialogue in the right direction, ensure common understanding and develop strong connections and loyalty
7. Create sales plans and present them in a manner that suits the client. Showcase pertinent products and/or services, describes their features and benefits, and clearly communicates the worth and advantages of the solution for the client's needs
8. Employ and adjust various strategies to answer and resolve frequent objections in sales
9. Investigate in advance of meetings what the customer is expected to want and their position in negotiations
10. Determine the company's requirements from the sale, including the lowest price and terms that are acceptable
11. Be attuned to verbal and non-verbal buying-signals and move to close at an appropriate point in sales conversations. Develop ethical techniques to close sales and confirm customers’ purchase agreement
12. Collect, analyse and interpret market intelligence and share it appropriately and effectively within your organisation
13. Use and adapt appropriate tools and techniques to prioritise and manage your time effectively
14. Work collaboratively with both internal and external stakeholders and manage communications to enable the effective delivery of sales, such as finance and service delivery
15. Support continual business improvement by sharing best practice with sales team colleagues and assist the marketing team to develop new marketing collateral
16. Deliver a positive customer experience managing customer enquiries and issues effectively
17. Take proactive action to prevent and minimise customer concerns and complaints and handle all customer interactions professionally to the customer’s satisfaction
18. Effectively use digital tools to conduct research and target customers in line with the overall sales strategy
19. Deliver presentations and meetings using digital communication
20. Complete accurate records and process sales in accordance with the organisation’s policies, procedures and digital CRM systems