Sales Coach at Liberty Group South Africa

Purpose

To provide specialist advice an support relating to Sales Coaching, Mentoring, Guidance, Upskilling and Guidance to Financial Advisors in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed Standard Operating Procedures.

Minimum Experience

• 3 - 5 years experience in a similar environment

FAIS Requirements

• RE1
• RE5
• Class of Business

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Process

• Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
• Assist and support the seamless integration and implementation of effective HR processes, programs and practices into daily operations.
• Collate and gather information to identify business issues and opportunities to improve current operations.
• Analyse data to identify possible areas for improved operations and optimised work schedules and make practically implementable recommendations.
• Execute training and development plans and initiatives in alignment with organisational requirements and in support of the overall L&D strategy.
• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Competencies

• Sales Coaching
• Mentoring
• Guidance
• Upskilling
• Provide guidance to Financial Advisors

Technical Competencies

• Coaching and Mentoring
• Legal Compliance (Sales)
• Sales life cycle management
• Research and Information Gathering
• Reporting and Interpretation
• Sales management
• Customer Advice (Technical)
• Insurance products and services

Behavioural Competencies

• Persuading and Influencing
• Professional/Technical learning
• Interpersonal Effectiveness
• Problem Solving and Analysis
• Teamwork and Cooperation
• Communicating with Impact
• Relationship Management and Networking
• Customer Orientation