Specialist: Corporate Sales
3 weeks ago
Specialist: Corporate Sales - Bloemfontein
At Liberty, we employ more than 6,000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
To provide specialist advice and support relating to corporate sales & distribution, applying set rules to guard against risk, in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed SOPs.
Minimum Qualifications
Bachelor's Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Key Requirements
- 3 - 5 years experience in Retirement Fund Industry
- Must be sales focused and deliver on regional sales targets
- Wealth Management [NQF5 – 120 credits]
- Retirement Fund Sales background
- Adhere to identified best practices in providing advice and support from a specialist perspective.
- Conduct research to identify ideal target markets for product launches and sales, ensuring that new products are relevant and viable.
- Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Become intimately familiar with the org. brand message and target audience in order to facilitate messages appropriately and successfully.
- Make recommendations to existing products based on market needs, product performance and competitor analysis to increase sales volume and profitability.
- Assist in conducting research to obtain market intelligence to inform the development of new products and associated client services.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the org. customer base.
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Comply with set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group's Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
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