Role Purpose
Development of pricing, persistency and value of new business models based on data analysis and insights together with profitability calculations, where models are used to design and implement bespoke business proposals for large new deals that are competitive in the market, attractive to external stakeholders and are financially viable, while building sound relationships with all internal and external stakeholders and pro-actively seeking ways to add value.
Ensure all negotiations are applied correctly on house, broker and contract level.
Requirements
Actuarial, Finance, Statistical or related qualifications
Knowledge of the Asset Management, Collective Investments, LISP and Insurance savings industries
Minimum 3 years' Experience in the Savings and Investments industry
Duties & Responsibilities
Manage any repricing or new business pricing projects across local and offshore platforms
Provide technical fee support to internal and external stakeholders
Approve/decline special requests such as below minimum investments keeping track of and monitoring the impact on the overall financial objectives.
Reprice the books of large financial advisers to achieve and balance competitive pricing with profitability
Be proactive in creating engagement opportunities and pipeline business opportunities with the retail market through our distribution channels.
Support the adviser market and internal distribution teams with special quotations
Provide the Deal Forum with technical fee analysis and profitability calculations on special deals
Prepare business proposals for large new deals
Assist with data analysis, interpretation and management reporting
Apply technical knowledge of the LISP to support with internal and external stakeholder enquiries
Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed
Act as a thought partner to management, providing strategic and tactical insights, and recommendations for improvements
Other ad-hoc projects as agreed on with line manager
Keep abreast of emerging technology and digital trends that can lead to operational efficiencies
Show care upon every client touchpoint to deliver an exceptional experience
Competencies
Business Acumen
Client / Stakeholder Commitment
Collaboration
Drive for Results
Diversity and Inclusiveness
Self-Awareness and Insight
Impact and Influence
Deep knowledge of SA LISP industry (or similar)
Strong written and verbal communication skills
Strong problem-solving skills
Self-starter, high energy
Intermediate to advanced excel skills
Technical/analytical
Closing Date
2026/04/17