Worksite Marketer

**Introduction**Role Purpose**Requirements**:
**Formal Qualifications**
- Senior certificate (Grade 12)
- If DOFA with FSB is before 31 December 2009 - Insurance credits apply
- If DOFA with FSB is from 1 January 2010 onwards - Full qualification applie
- RE: Representative regulatory exam. Must have written and passed. Based on mandate from FSB
- CPD qualification as required

**Required Experience**
- 3 years experience engaging with corporate entities and clients
- Proven Lead generation skills
- Complete the minimum sales required per day
- Enhance lead pipelines by engaging with key contact people, attending wellness days, networking seminars etc. (where applicable)
- 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 relationship exists
- Present AFD Credentials and establish relationship and opportunities
- Retention for new business for 3 month
- Up selling and cross selling to Corporate base

**Duties & Responsibilities**

**Generate sales leads to meet sales budgets**
- 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 in order 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 at the point of underwriting
- Keep updated on product knowledge
- Adhere to new business charter
- Perform underwriting in line with required standards and ensure that recommendations made are and based on TCF (Treating Customers Fairly) principles

**Manage loss ratio’s on New business generated**
- Generate a steady stream of new business
- Ensure Compliance to TCF ( Treating Clients Fairly)

**Competencies**

**Knowledge and Skills**
- Computer literate
- Presentation skills - to groups or individuals
- Interpersonal skills
- Telephone etiquette
- Business communication - verbal
- Written communication
- E-mail etiquette and utilisation
- Industry and business trends and news knowledge
- Product knowledge
- TCF knowledge
- Company policy and procedure knowledge
- Underwriting knowledge

**Behavioural Competencies (Interpersonal and Intrapersonal)**

Achieving Personal Work Goals & Objectives- Professional appearance and approach - corporate
- Delivering Results & Meeting Customer Expectations
- Persuading & Influencing
- Relating & Networking
- Adhering to Principles & Values
- Working with People
- Planning & Organising
- Following Instructions & Procedures
- Coping with Pressure & Setbacks
- Adapting & Responding to Change

**Cognitive Competencies**
- Problem solving ability
- Organised
- Ambitious
- Adaptable
- Passionate about the purpose of the role
- Entrepreneurial spirit - proactive/ takes ownership/ resourceful/ target driven
- Team player