Description:
The primary purpose of this role is to source new leads and secure new business –potentially from both internal group customers and external prospects or non-group customers as well as deliver the full client value proposition to all clients. Ensure
implementation of defined strategy. To create and maintain a stable and disciplined operating environment that supports the company.
Requirements
Education and Experience:
An undergraduate qualification in Finance or insurance is essential, i.e. BCom (majors in Financial Management or Financial Planning or Investments) A proven sales track record within hunter and closer framework. Experience selling at the "C" level 5 years’ plus experience FAIS Accredited or relevant body registeredKnowledge and skills
Ability to engage with clients and provide guidance on product line of Business: Investments; Health or Retirements. Excellent understanding of line of Business: Investments; Health or Retirements. Strong knowledge of Pension funds, FAIS and related legislation Strong knowledge of Employee Benefit IndustryBusiness understanding:
Understanding of current structures and policies including what factors impact these in order to engage with clients on the same. Relationships with various stakeholders in order to negotiate rates and benefit structures. Acquire and integrate industry knowledge related to general trends, emerging technologies, and competitorsCompetencies
Leadership Competencies:
Commercial acumen Purposeful collaboration Growing capabilityStrategic Competencies:
CLIENT MANAGEMENT
• Ability to interact with Clients
• Relationship building and stakeholder management
• Client insight
• Innovation Advice
EXECUTION EXCELLENCE
• Strategic Innovative thinking and delivery
• Ability to Think Big Picture (Strategic Thinking)
• Results - Orientated
• Client SLA management and delivery
• Accountability
• Operational excellence
• Managing change
• Creative Problem- Solver
Functional Competencies:
Ability to engage with corporate stakeholders and build new business pipeline The ability to determine the most appropriate corporate solutions for client needs. The ability to enhance client value proposition Account Management Excellent communication and presentations skills with top-notch customer service approach Be able to work independently & as part of a team in a fast pace, rapid change environment Exceptional professional presence and b...