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  • Posted: Apr 4, 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

     

    Specialist: Corporate Sales

    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

    FAIS Requirements

    RE5

    Minimum Qualifications

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

    Key Responsibilities

    • Achieve sales targets per channel requirements
    • Ensure optimal set up of sales support for region
    • Ensure integration of systems, processes and functions that support the region to execute the regional strategy
    • Ensuring accurate reporting in order for the business to track progress of Sales
    • Quality of new business submission and first time acceptance
    • External and internal relationship building

    Process

    • Adhere to identified best practices in providing advice and support from a specialist perspective.
    • Conduct research to identify ideal target markets for product launches and sales, ensuring that new products are relevant and viable.
    • Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
    • Become intimately familiar with the org. brand message and target audience in order to facilitate messages appropriately and successfully.
    • Make recommendations to existing products based on market needs, product performance and competitor analysis to increase sales volume and profitability.
    • Assist in conducting research to obtain market intelligence to inform the development of new products and associated client services.
    • 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

    • Inform and educate customers on products to ensure retention of existing customers; increase sales revenue and increase the org. customer base.
    • 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

    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)

    Method of Application

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

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