Senior Specialist: Proposition Management at Liberty Group South Africa

Purpose

• To provide specialist advice and support in advice proposition development, and develop appealing propositions for financial advisors aligned to the experience frameworks developed for FAs and customers.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Additional Minimum Qualifications

Outputs

Process

• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Perform required actuarial and other analyses for management reporting, and make recommendations to support these analyses.
• Provide advice and support to find solutions to difficult customer complaints in order to achieve and maintain set customer service excellence standards.
• Contribute to efforts related to the development of innovative business models to support the development of new business initiatives.
• Provide advice and support to ensure the accuracy of all rules and regulations drafted within an area of specialisation.
• Develop appealing propositions for financial advisors aligned to the experience frameworks developed for FAs and customers.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

Customer

• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

Competencies

Technical Competencies

• Building a business case (Proficient)
• Sales life cycle management (Proficient)
• Research and Information Gathering (Intermediate)
• Reporting and Interpretation (Intermediate)
• Customer Advice (Technical) (Intermediate)
• Product Development (Proficient)
• Insurance products and services (Proficient)

Behavioural Competencies

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