![Metropolitan Life](https://media.trabajo.org/img/noimg.jpg)
Worksite Marketer
4 weeks ago
**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.
**Role Purpose**
**Requirements**:
Formal Qualification
- 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 applies
- 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
Other requirements
- Proven Lead generation skills
**Duties & Responsibilities**
Improve capacity utilization (productivity)
- Complete the minimum sales required per day
- Enhance lead pipelines by engaging with key contact people, attending wellness days,networking seminars etc. (where applicable)
- Individualinitiatives 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 months
- Up selling and cross selling to Corporate base
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 onproduct knowledge
Maintain conversion ratio rate
- Monitorsown conversion ratio
- Develop personal selling and underwriting skills such as closingtechniques
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 andensure 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
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