Marketing Actuary at Metropolitan

Role Purpose    

• To promote Metropolitan’s investment and saving solutions that address specific client needs to enhance and support our client value proposition across segments. This extends to all aspects of client experience across the various sales and service channels that clients engage with. 

Requirements    

• Degree in Actuarial Sciences, Statistical Analysis, Mathematics, or related field
• Qualified Actuary (FASSA/FIA/etc.)
• 3 to 5 years’ actuarial work experience
• 2 to 3 years' experience in the financial services or insurance industry (desirable)
• 2 – 3 Years’ experience in marketing communications and translating technical information into client friendly communication
• Knowledge on statistical analysis techniques
• Product development experience preferred
• Proficient in MS Office Packages (MS Outlook, MS Word, MS PowerPoint, MS Excel)

Duties & Responsibilities    

• Source and analyse competitor investment and saving products to provide insight into product design and marketing.
• Contribute to continuous innovation in investment and saving solution design and processes through the development, sharing and implementation of new ideas.
• Provide technical solutions support to the Investment and Saving Solutions team and other relevant business areas to support various initiatives.
• Ensure technical product and legislative, regulatory and compliance knowledge are always current to propose the most relevant and innovative client solutions and comply with governance requirements.
• Make recommendations to improve client service and fair treatment of clients on investment and saving solutions.
• Collaborate with teams to identify trends, opportunities, threats, and environmental influences which impact on target segments.
• Collaborate with teams to monitor and analyse competitor marketing activities to ensure that the planned marketing communication and activities are well positioned and relevant.
• Collaborate on client journey and solution design through client insights gathering and the analysis thereof.
• Collaborate and co-create the technical marketing content that describes the solutions’ ability to address client needs. This content should ensure all sales channels understand the solution and can clearly communicate the message.
• Design and develop innovative communication tools, sales applications and marketing material for all print, web-based and other electronic media aimed at both financial advisers, brokers, and clients. Maintain this collateral to support the client value proposition and bring the identified client experiences to life.
• Clearly and accurately explain the solution, its unique selling proposition, the more advanced features, and how to use and implement them through the supporting collateral.
• Create and adjust all content copy as necessary and apply language, grammar, and spelling checks. Proofread all final documents.
• Monitor and analyse client experience, distribution experience and sales volumes to make recommendations that will enhance the sales process and close gaps in solution understanding.
• Give input into solutions design, marketing campaigns, and advertising across Metropolitan to monitor consistency in all client-facing communication.
• Collaborate with the training, marketing, business enablement and channel support teams and provide relevant information/content to help them create quality content to ensure correct knowledge transfer to clients and sales channels.
• Build and maintain relationships with various internal and external stakeholders, such as IT, distribution, legal, service, claims, asset management and valuations.
• Develop and maintain productive and collaborative working relationships with peers, clients, and stakeholders.
• Positively influence and participate in change initiatives.
• Identify solutions to enhance cost effectiveness and increase operational efficiency of investment and saving solutions.
• Provide input into the risk identification and mitigation processes and communicate recommendations in the appropriate forums.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Take ownership for driving own career development.
• Effectively manage time and ensure optimal productivity.
• Be self-confident, self-motivated, and relentlessly pursue targets and goals.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
• Enable a learning and growth culture whereby information regarding successes, issues, trends and ideas are actively shared between team members.
• Encourage innovation, change agility and collaboration within the team.

Competencies    

• Passion to make a difference in the lives of people in the low to middle income markets
• Extracting insights from data analysis
• Have an ability to work accurately and with an attention to detail
• Be versatile and open to learning opportunities
• Be willing to share learnings and experience with peers
• Strong written and verbal communication skills
• Naturally, inquisitive mind-set, with a strong innovation ability
• Team player and ability to work with a diverse group of people
• Be willing to demonstrate ethical leadership in challenging circumstances