Reference : 12683
Date Added: 2012-01-23

Job Description

SPECIFIC REQUIREMENTS

• Appropriate Tertiary Qualification.
• 7+ years relevant experience.
• Strong and proven relationships in the Retirement Fund Environment.
• Employee Benefits environment experience will be an added benefit

 ROLE OUTPUTS

Perspective: Process

• Participate in the development of a business unit sales strategy with the relevant market segments.  
• Participate in the development of an overall retirement funds and client focused tactical sales strategy in support of the overall business unit and product sales strategies.
• Establish and promote healthy vertical and horizontal business processes that ensure efficient and effective sales delivery within set expectations and agreed performance standards in the area of accountability.
• Design and align efficient and effective processes for the delivery of the sales and client strategy across all relevant areas.
• Gather information from clients, assessing needs and risk profile, whilst helping to devise ways to mitigate risk.
• Ensure effective and appropriate client pricing and negotiate terms and closing rates within set rules and guidelines.
• Accountable for the gathering and communication of market intelligence pertaining to competitors, clients and products.
• Active participation in the marketing the brand through positioning within the relevant stakeholders and structures.         
• Ensure compliance to related governance, relevant legislation and risk mitigation strategies.
• Initiate and drive specific processes for cross selling, joint ventures and strategic partnerships where relevant both externally and internally.
• Develop and manage alternative distribution opportunities to maximise brand awareness and profitability.
• Establish a development and induction practice that will grow the broker/agent footprint and deliver on growth targets.

 Client Service:

• Liaise with, build and maintain relationships with stakeholders, specialists, and business clients (labour, corporates, parastatals, government &, employers) to ensure effective and efficient process delivery and client satisfaction to all.                           
• Contribute to a service culture which builds rewarding relationships, proposes innovations and allows others to provide exceptional client service.                        
• Establish and maintain a culture of organisational co-operation in order to ensure a professional service delivery.            
• Contribute to the competitive edge of Sales Distribution in Beneficiary Funds through external networking and benchmarking in Industry and National Forums.              
• Ensure satisfactory delivery of Service Level Agreements.                           
  
  Behavioural Competencies:
• Planning and organising
• Excellent verbal and written communication skills
• Ability to operate confidently in any environment
  
  Professional/Technical Competencies
• Excellent computer literacy including MS Office and Automated workflow
• Good Product knowledge
• Knowledge of the regulatory environment in which we operate
• Excellent presentation skills

Consultant: Leigh Hughes

Send To A Friend

Recommend a friend to us and simply receive a gift voucher.

To claim your free voucher recommend a friend or colleague to us and if they get placed in a job you'll receive your gift voucher. All we need from you is to complete the information below. If you are registered Candidate on Contract Accountant’s Database, and you refer an individual who we then successfully place into a job, we will offer you a token of our sincere appreciation in the form of a R200.00 gift voucher.