KEY TASKS AND RESPONSIBILITIES
DELIVERY OF SALES BUDGET - Ensure the set budget for pensions is realized for the year.
MARKET INTELLIGENCE - Obtain market information in respect of Corporate and pensions business and ensure the information is used for product improvement so that our product offering remain relevant and continue to meet customer expectations
PROPOSALS FOLLOW UP:
Ensure proposals are delivered within the agreed timelines.
Follow up competitiveness of proposals sent out.
Driving business and ensuring sustained growth, focusing on achieving/ surpassing sales targets.
Expanding business reach and proactively creating new sales leads/ opportunities.
Constantly interacting with prospects and maintaining cordial business relationship with key clients.
Expanding channel business by sourcing new partners as well as maintaining efficient business relationships with existing partners to enhance growth of business operations.
Handling high value sales, addressing minor details and identifying areas of improvements in customer service.
Undertaking business case assessment to enhance channel sale relations, as well as assessing and evaluating new products.
Managing an efficient sales cycle (sales pipeline) and value based service cycle through use of deal pipelines to drive the following business goals: -
Identify Target customer
Meeting to determine needs
Client acquisition
Account Service Plan - client/intermediary visits, policy documentation, credit control, claims management, SLA's etc.
Ensure that proper management of accurate, quality and timely business reports.
Monitor competitor activity and advise the business on opportunities/threats that are presented by such activities.
Delivery of analytics report to help guide improve proposal conversion ratios
Performance reporting and tracking
Risk Management, Internal Governance and Compliance
Understanding and enforcing company policies and risk control measures in relation to handling of new clients.
Escalate risks/control breaks to management when identified. Assist in management of those risk/control breaks
Compliance to all regulatory requirements and internal policies
SKILLS AND COMPETENCIES
Good communication skills (written & oral)
Good assessment, analytical and problem-solving skills
Ability to interact at all levels./stakeholder management
Financial management & report writing skills.
Proven planning, co-ordination and time management skills
Business Awareness - Financial markets
Keen attention to detail
KNOWLEDGE & EXPERIENCE
At least 2 years' relevant experience
Knowledge of regulatory and compliance requirements of the pensions markets
Technical Knowledge - product, process, and KYC/AML compliance requirements knowledge.
Client Experience
Online platforms and sales and lead generation