Sales and Distribution Specialist

PURPOSE OF THE JOB

Reporting directly to the Head of Distribution, the Sales and Distribution Specialist will be

instrumental in generating sales, expanding our client base, and retaining existing clients by

delivering exceptional customer service.

We are looking for an experienced B2B salesperson with a strong focus on long-term insurance

who will develop and manage relationships with businesses to promote our comprehensive

insurance solutions and services. Your responsibilities will include driving sales growth and

ensuring high levels of customer satisfaction while demonstrating in-depth knowledge of all

Sena products and services.

KEY DUTIES

1. Sales Strategy Development:

• Create and implement effective sales strategies to promote products and services.

• Analyze data and customer needs to optimize offerings.

• Identify and target potential business clients in need of long-term insurance and COID

solutions.

• Conduct market research to understand industry trends and client needs.

2. Client Relationship Management:

• Build and maintain strong relationships with key clients and stakeholders.

• Address client inquiries and resolve issues related to fund transfers efficiently.

3. Performance Monitoring:

• Track sales performance metrics and prepare regular reports for management.

• Evaluate the effectiveness of sales tactics and make necessary adjustments.

4. Collaboration:

• Work closely with finance, compliance, and operations teams to ensure smooth fund

transfer processes.

• Collaborate with marketing to develop promotional materials and campaigns.

5. Sales Presentations:

• Prepare and deliver compelling presentations to prospective clients, illustrating the

benefits of our insurance products.

• Tailor presentations to address specific client concerns and requirements.

6. Regulatory Compliance:

• Ensure all sales activities comply with relevant regulations and company policies.

• Stay updated on industry regulations and trends in the Insurance industry.

Competencies:

1. Sales Expertise:

• Proven experience in sales, particularly in financial services or employee benefits.

2. Leadership Skills:

• Strong leadership capabilities to remain self-motivated and achieve sales targets.

3. Analytical Skills:

• Ability to analyze data, sales metrics, and client feedback to inform decision-making.

4. Communication Skills:

• Excellent verbal and written communication skills for effective client interactions and

team collaboration.

5. Problem-Solving Skills:

• Strong ability to identify issues and implement effective solutions quickly.

6. Customer-Centric Approach:

• Focused on understanding and meeting client needs to enhance satisfaction and

loyalty.

7. Technical Proficiency:

• Familiarity with fund transfer systems and financial management software.

-Provide outstanding and responsive customer support.

This role is crucial for driving the growth of compensation fund transfer services and ensuring

that the team meets the needs of clients in a competitive market. This role offers an exciting

opportunity to contribute to the growth of our business while helping clients secure their financial future through our insurance products.

Skills

• Sales Experience and value proposition presentation

• Excellent communication and negotiation skills

• Proven experience in B2B sales, preferably in the insurance sector.

• Strong understanding of Long-Term Insurance products

• Ability to build rapport and trust with clients.

• Detail orientated and analytical skills

• Ability to solve complex problems and data management

• Business acumen and excellent communication skills

• Ability to lead team, mentor and train team members

• Proficient in Microsoft Office and relevant software to manage membership

administration

• Ability to handle confidential and sensitive information

• Strong organisational and time management skills

EXPIRIENCE REQUIREMENTS

• A degree in business, finance, or a related field is preferred.

• Regulatory Examination Certification level 1 or 5 (RE 1or 5)

• Proven experience in B2B sales, preferably in the long-term insurance industry

• Proven experience in Client Relationship Management

• Minimum of 3 years of experience in Sales and distribution, or related fields.

• Proficient in Adobe, Word, Excel, Outlook, and PowerPoint and reporting tools.

• Strong communication skills and Customer-centric.