JOB SUMMARY
Delivery of the budget for both Grow Corporate Life Business Sales through brokers, independent agents, tied agents and direct sales.
Key Tasks And Responsibilities
- DELIVERY OF BUDGET – Ensure the set budget for Group Life, Group Credit Life, Group Last Expense and Group Critical Illness is realized for year.
- MARKET INTELLIGENCE – Obtain market information in respect of Corporate business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations
- PROPOSALS FOLLOW UP: Ensure proposals are delivered within the agreed timelines.
Follow up competitiveness of proposals sent out.
- Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.
- Expanding business reach and proactively creating new sales leads/ opportunities.
- Constantly interacting with prospects and maintaining cordial business relationship with key clients.
- Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations.
- Handling high value sales, addressing minor details and identifying areas of improvements in customer service.
- Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products.
- Managing an efficient sales cycle (sales pipeline) and value based service cycle through use of CRM to drive the following business goals: – Identify Target customer
Meeting to determine needs
Client acquisition
Account Service Plan – client/intermediary visits, policy documentation, credit control, claims management, SLA’s etc.
- Ensure that proper management of accurate, quality and timely business reports.
- Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.
Skills And Competencies
- Decision Making,
- Initiating Action,
- Business Development, Key Accounts Management, Contractual Evaluation & Negotiation
- Setting Strategies/ Sales Target, Clientele Development, Sales Management
- Coordination, Competitor Analysis
- Product Management, Customer Care
- Vendor Management
- Communication & Interpersonal, Leadership, Analytical Thinking Skills
Knowledge & Experience
- Technical Knowledge,
- At least 3 years’ experience
Qualifications
- Bachelor degree Marketing, Commerce or Business Administration
- Sales experience
- Employee Benefits training and experience will be an added advantage
KEY RESULT AREAS & PERFORMANCE INDICATORS
- Meeting set revenue targets measured periodically
- Timely delivery of proposals and quotations
- The amounts of new revenue placed through targeted distribution channel partners.
- Debtor days for Distribution Channel partners
- Expense controls for Profitability of accounts placed
- The number of suggested new solutions to clients and distribution channel partners
- Timely periodical reports to seniors
Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.
Responsibilities
Data Collection and Analysis
Collate and analyze data using preset tools, methods, and formats. Involves working independently.
Information and Business Advice
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation
Prepare moderately complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for reports.
Insights and Reporting
Extract and combine data to generate standard reports.
Customer Relationship Management / Account Management
Make calls (by telephone or in person) to allocated customers to maintain and strengthen existing relationships. Act as a first point of contact for resolving customer queries and complaints.
Financial Advice
Conduct comprehensive financial planning and advice services for more complex client situations.
Sales
Deliver mostly routine sales support services.
Operational Compliance
Develop knowledge and understanding of the organization’s policies and procedures and of relevant regulatory codes and codes of conduct to ensure own work adheres to those standards. Obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching. Develop and maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Skills
Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Large Group Presentations, Management Reporting, Numerical Aptitude, Oral Communications, Report Review, Sales Software, Statistical Analysis Techniques
Competencies
Communicates Effectively
Customer Focus
Decision Quality
Ensures Accountability
Manages Complexity
Optimizes Work Processes
Plans and Aligns
Tech Savvy
Education
NQF Level 3 & NQF Level 2 – Below school leaving
Closing Date
04 March 2025 , 23:59
