Principal Consultant: Sales & Distribution - (Management / Insurance / Distribution/ Sales / Advisory) - JHB, South Africa at CA Global

Job description

Responsibilities

• Sets the strategic consulting direction and client ownership strategy, for the business units’ consultants and clients in the portfolio
• Manages the implementation of the strategy, monitors the results and adjusts the strategy as required.
• Full accountability for the provision of general, secretarial, actuarial, investment, communication, group assurance and legal consulting services to existing / new clients.
• Develops, leads and manages Consultant team/s.
• Actively forms part of the product development enhancement process for the business to stay abreast of market changes.
• Ensures that systems and processes are aligned with legislative requirements.
• Ensures strong relationships with clients/trustees and management committees to reduce business risk, ensure retention and identification of opportunities for new business.
• Manages the expense and income budgets.
• Sources and implements continuous improvement in service delivery.
• Resolves top-level service delivery problems where Consultants need assistance and support.
• Intervenes in and resolves conflict situations.
• Ensures consistency in communication to clients.
• Ensures strong relationship with trustees/management committees and clients so as to reduce business risk, ensure retention and identify opportunities for new business.
• Manages and delivers consulting and advise services according to contracted service levels.
• Responsible for retention and growth of business against targets.
• Markets new and enhanced products and services to clients.
• Works together with sales teams in the new business process.

Qualifications And Experience

• NQF 7;
• CFP or relevant degree/diploma.
• Min. 10 years’ exp. in retirement fund industry
• Senior Management experience.
• FAIS accredited.