Strategic Financial Growth Specialist

3 weeks ago

Pretoria, Gauteng, South Africa Liberty ECM Full time
Job Overview:

We are seeking a driven and opportunistic individual to offer financial solutions and benefits to clients, ultimately growing the business. This position entails effectively analyzing clients' needs to provide advice on suitable solutions from a predefined package of benefits.

Job Objectives:
• To manage the long-term relationship between Liberty ECM and the client, meeting their evolving needs while positioning Liberty as the market leader and enhancing the organization's reputation.
• Identify opportunities to contribute to the growth of the organization.
• Adhere to policies, procedures, and legislative requirements for compliance.
• Continuously review client portfolios to reassess needs and make recommendations, adding value to clients.
• Stay updated on products and market trends, updating own knowledge and expertise accordingly.
• Perform reporting to keep the business informed of progress.

Stakeholders:
Internal: exposure to fraud interventions to ensure policy compliance.
External: clients, including government departments, work sites, individuals, and lower- to mid-market segments.

Role Requirements:
Laptop or Tablet (essential)
Driver's license

Qualifications:
Grade 12 (essential)
FAIS recognized qualification within 6 years of DOFA

Technical Skills:
Awareness of industry and financial standings.
Understanding of current market trends.
Adherence to internal and legislative policies and procedures.
Ongoing customer service for current relationships.
Presentation abilities in formal and informal engagements.

Knowledge:
Sound knowledge of the industry, displaying broad awareness of trends and risks.
Excellent understanding of the financial industry for fit solutions based on clients' financial needs.

Experience:
Telephone and face-to-face sales experience (desirable).

Behavioral Competencies:
Verbal and Written Communication:
Able to express ideas fluently by speaking clearly and articulating self.
Speaks with confidence, projecting credibility and making a good impression.
Responds effectively when communicated to and responds appropriately to situations.
Avoids unnecessary jargon or complicated language, writing in a well-structured and logical way, structuring information to meet the intended audience's needs and understanding.

Integrity:
Demonstrate integrity by adhering to ethics and values.
Honest, reliable, trustworthy, and upholding strong moral principles.
Avoid compromising the organization through deviant behavior or behavior that can compromise its integrity.

Interpersonal Skills:
Generally getting along with most people.
Comfortable engaging with others skillfully.
Able to manage conflict effectively while being assertive and demonstrating respect for others, listening to their opinions.

Resilience and Stress Tolerance:
Able to work under pressure, remaining resilient despite setbacks, challenges, or demands.
Maintains a positive outlook at work, keeping emotions under control during difficult situations.

Flexibility:
Flexible in adapting to changing circumstances, new ideas, or different people.
Tolerates ambiguity and change, demonstrating an interest in new experiences.

Drive and Commitment:
Driven to achieve results, working towards stretching goals with enthusiasm.
Actively works towards achieving objectives, removing obstacles that prevent successful goal achievement.
Demonstrates commitment to role objectives, department, and wider organization.

Persuasiveness:
Gains clear agreement and commitment from others by persuading, convincing, and negotiating.
Able to promote ideas on behalf of oneself or others to get buy-in, making a strong personal impact and positive impression on others.

Client Centricity:
Focused on customer needs and satisfaction.
Tries to understand client needs, consistently delivering according to agreements.
Always puts the client first, managing expectations if unrealistic.

Following Instructions and Procedures:
Appropriately follows instructions from others without unnecessarily challenging authority.
Follows procedures and policies, keeps to schedules.
Arrives punctually for work and meetings, demonstrating commitment to compliance.

Learning Potential:
Able to rapidly grasp tasks and information, demonstrating immediate understanding of the information.
Applies information to work situations or challenges faced in an effective manner.

Planning and Organizing:
Able to effectively plan own work and the work of others, setting clearly defined objectives, planning activities and projects in advance, taking account of possible changing circumstances.
This includes identifying and managing relevant resources needed to accomplish tasks.

Relationship Building:
Easily establishes good relationships with others, relating to people at all levels of the organization.
Able to build wide and effective networks of contacts to advance work objectives, bringing warmth to relationships with others.

Business Acumen:
Demonstrates an understanding of business management practices.
Aware of market trends, business opportunities, and commercial information, including financial awareness.

Estimated Salary:
R300,000 - R400,000 per annum.

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