Corporate Sales Specialist MMH250603-10

Role Purpose

Attract, acquire, and retain clients by selling Momentum Corporate products to generate new business and to provide after sales service to clients to ensure client retention, increase market share and contribute to the overall business objectives and its long-term viability with corporate clients and channel stakeholders.

Requirements

• Relevant legislative/regulatory exams or qualifications
• Certificate of proficiency in Insurance or equivalent qualification
• B Degree in Marketing, Business, Finance or equivalent qualification
• 5 years' employee benefits experience in a similar role (essential)
• 1-3 years' experience in the financial services industry(desirable)

Duties and Responsibilities

Roles And Responsibilities
INTERNAL PROCESS

• Engage with advisors and prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and influence their decision-making process.
• Sell products in line with client's financial needs by consulting with the FAIS accredited advisor based on their review of the client's affordability analysis in order to achieve clients' financial goals.
• Assist the FAIS accredited advisor to calculate and advise on tax and legal implications of products and or changes.
• between the client/advisor and internal stakeholders.
• Accurately complete all administrative and reporting requirements within agreed timeframes.
• Achieve set targets on production, quality and conversion.
• Adhere to compliance requirements in the sales process in line with legislative requirements.
• Provide technical information in line with the engagement strategy to enhance client's financial wellness.
• Facilitate engagements with various divisions within the product house to deliver on Momentum Corporate's strategy solutions; marketing; Structured Investments and Annuities).
• Provide regular reports on delivery of targets against agreed sales targets and in terms of overall customer targets. Develop action plans to ensure target deliverables are met.

CLIENT

• Investigate advisor/client queries within the agreed service level and ensure that client receives timeous feedback.
• Escalate advisor/client queries to the relevant department or stakeholder.
• Provide accurate information to clients and stakeholders in order to ensure that the client receives the appropriate services within the parameter of the regulatory requirements.
• Provide authoritative, expertise and information to clients and stakeholders.
• Facilitate advisor/client engagements to socialize them on the facilities available to manage their schemes.
• Assist with client engagements on legislative requirements (e.g.Regulation 37)
• Build and maintain relationships with advisors/clients and internal and external stakeholders.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client
• Proactively build and maintain advisor/client relationships by presenting our innovative and trustworthy product offerings through professional and credible financial services.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.

FINANCE

• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Ensure that activities align with value of new business and margin objectives.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

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