Worksite Advisor

**Introduction**
- Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer**
- As an applicant, please verify the legitimacy of this job advert on our company career page.**Role Purpose**
- To assist in the maximization of new and existing worksites via the assigned distribution by**Requirements**:

- Matric (Grade 12)
- 2 years’ experience in face to face sales and/ customer service role
- 1-2 years’ experience for individuals with undergraduate degree (preferred)
- FAIS compliant
- Strong computer Literacy
- Fluency in English

**Duties & Responsibilities**
- Complete the minimum sales required per day
- Enhance lead pipelines by engaging with key contact people, attending wellness days and

networking seminars (where preferred)
- Individual initiatives to create for lead generation opportunities
- Identify and target prospects as per annual marketing requirements on monthly basis
- Cross selling to existing database
- Assist in making contact and setting appointments where existing relationships exists
- Present Metropolitan Credentials and establish relationship and opportunities
- Retention for new business for 7 months
- Up selling and cross selling at worksites
- Generate sales leads to meet sales budget
- Network with HR managers from companies
- Conduct cold canvassing
- Initiate Individual initiatives to generate leads
- Network across business divisions for cross selling opportunities
- Complete market research and preparation to identify and target corporate clients
- Source leads by attending events held by joint ventures
- Create channels to acquire leads
- Educate clients on products and offerings
- Conduct thorough needs analysis
- Plan individual strategy and daily activity
- Remain dated and informed on product knowledge
- Maintain conversion ratio rate
- Monitors own conversion ratio
- Develop personal selling and underwriting skills such as closing techniques
- Retain new business
- Educate clients on point of underwriting
- Adhere to new business charter
- Perform underwriting in line with required standards and ensure that recommendations

made are based on TCF (Treating Customers Fairly) principles
- Manage loss ratio’s on new business generated
- Generate a steady stream of new business
- Ensure compliance with TCF

**Competencies**
- Business Acumen.
- Client Commitment.
- Drive for Results.
- Leads Change and Innovation.
- Collaboration.
- Impact and influence.
- Self-awareness and Insight.
- Diversity and Inclusiveness