Specialist: Corporate Sales & Distribution at Liberty Group South Africa

Purpose

• To provide specialist advice and support relating to corporate sales & distribution, applying set rules to guard against risk, in alignment with related scheme and policy conditions, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 3 - 5 years experience in a similar environment

Key Requirements

• Own car with valid driver’s licence
• Strong Employee Benefits Background
• 5 - 8 years' experience in a similar environment
• Idealy individual who is off supervision

Minimum Qualifications

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

Additional Minimum Qualifications

• Diploma in Wealth Management (NQF5) or similar

Key Responsibilities

• To market, promote and educate intermediaries and employers on Liberty retirement products, services and processes.
• Understanding and Knowledge of selling retirement funds and benefit structures
• Strong Pension Funds and Retirement Fund Tax knowledge
• Liaison between fund governance, intermediary and client regarding all new business issues.
• Assist intermediaries in proposals to secure new business.
• Supporting and growing the intermediary base that writes Liberty Corporate business.
• Making appropriate recommendations on how new funds may be structured.
• Ability to present at board of trustee/management committee level.
• Presentations and communications to company employees.
• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.

Competencies

Technical Competencies

• Continuous Process Improvement (Intermediate)
• Legal Compliance (Sales) (Intermediate)
• Sales life cycle management (Intermediate)
• Research and Information Gathering (Basic)
• Reporting and Interpretation (Basic)
• Functional Policies and Procedures (Intermediate)
• Sales management (Intermediate)
• Customer Advice (Technical) (Basic)

Behavioural Competencies

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