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  • Posted: Mar 15, 2024
    Deadline: Not specified
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    At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
    Read more about this company

     

    Snr Specialist: Sales - JHB

    Purpose

    • To provide specialist advice and support in sales, enabling the provision of sound sales expertise.

    Minimum Experience

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

    Additional Requirements

    • Must have strong group risk benefits experience, at least 3/5 years dealing with corporate intermediaries.

    FAIS Requirements

    • For the Representative

    Minimum Qualifications

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

    Key Responsibilities

    • Driving of new business growth and retention for existing clients
    • Formation of strong relationships with existing intermediaries and clients
    • Create plans and strategies to grow existing customer base and also look for new markets / opportunities.
    • Proactively sourcing new business quotes by building a pipeline of opportunities
    • Ensuring the processing and delivery of tasks allocated to you
    • Negotiation skills: Negotiating terms, conditions and rates that will lead to securing of new business.
    • Query resolution. Good at problem solving
    • Excellent communication, negotiation and sales skills.
    • Achieve new business targets
    • Achieve retention targets
    • Establishment of new partnerships and Joint Ventures
    • Weekly activity reporting i.e. Pipeline, Anticipated deal
    • Ongoing broker/client visit planner

    Process

    • Make recommendations to existing products based on market needs, product performance and competitor analysis to increase sales volume and profitability.
    • Ensure business retention through the development of applicable sales techniques such as rate negotiations, product comparisons; changing perceptions.
    • Review the effectiveness of operational org. performance processes and procedures and make improvement recommendations.
    • Determine operational feasibility by evaluating analysis, problem definition, requirements, solution development and proposed solutions.
    • 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

    • Customer service orientation.
    • Planning and organising.
    • Good written and verbal communication skills.
    • Results orientation.
    • Comprehensive Group Risk products knowledge.
    • The successful incumbent will be expected to ‘hit the ground running’.
    • Innovative thinking
    • Deciding and Initiating Action
    • Delivering Results and Meeting Customer Expectations
    • Coping with Pressures and Setbacks
    • Adhering to Principles and Values – 100% committed to the Liberty Values

    Method of Application

    Interested and qualified? Go to Liberty Group South Africa on careers.liberty.co.za to apply

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