Worksite Marketer at Metropolitan

Role Purpose    

• To assist in the maximisation of new and existing accounts via the assigned distribution by applying effective sales techniques and driving sales performance

Requirements    
Formal Qualification

• Senior  certificate (Grade 12)
• If DOFA with FSB is before 31 December 2009 - Insurance credits apply
• If DOFA with FSB is from 1 January 2010 onwards – Full qualification applies
• RE: Representative regulatory exam. Must have written and passed. Based on mandate from FSB
• CPD qualification as required

Required Experience

• 3 years experience engaging with corporate entities and clients

Other requirements 

• Proven Lead generation skills

Duties & Responsibilities    
Improve capacity utilization (productivity)

• Complete the minimum sales required per day
• Enhance lead pipelines by engaging with key contact people, attending wellness days,networking seminars etc. (where applicable)
• Individualinitiatives to create for lead generation opportunities
• Identify and target prospects as per annual marketing requirements on monthly basis
• Cross selling to existing database
• Assist in making contact and setting appointments where existing relationship exists
• Present AFD Credentials and establish relationship and opportunities
• Retention for new business for 3 months
• Up selling and cross selling to Corporate base

Generate sales leads to meet sales budgets

• Network with HR managers from companies
• Conduct cold canvassing
• Initiate individual initiatives to generate leads
• Network across business divisions for cross selling opportunities
• Complete market research and preparation to identify and target corporate clients
• Source leads by attending events held by joint ventures
• Create channels in order to acquire leads
• Educate clients on products and offerings
• Conduct thorough needs analysis
• Plan individual strategy and daily activity
• Apply effective time management
• Remain dated and informed onproduct knowledge

Maintain conversion ratio rate

• Monitorsown conversion ratio
• Develop personal selling and underwriting skills such as closingtechniques

Retain new business

• Educate clients at the point of underwriting
• Keep updated on product knowledge
• Adhere to new business charter
• Perform underwriting in line with required standards andensure that recommendations made are and based on TCF (Treating Customers Fairly) principles

Manage loss ratio’s on New business generated

• Generate a steady stream of new business
• Ensure Compliance to TCF ( Treating Clients Fairly)

Competencies    
Knowledge and Skills

• Computer literate
• Presentation skills – to groups or individuals
• Interpersonal skills
• Telephone etiquette
• Business communication- verbal
• Written communication
• E-mail etiquette and utilisation
• Industry and business trends and news knowledge
• Product knowledge
• TCF knowledge
• Company policy and procedure knowledge
• Underwriting knowledge

Behavioural Competencies (Interpersonal and Intrapersonal)

• Achieving Personal Work Goals & Objectives
• Professional appearance and approach – corporate
• Delivering Results & Meeting Customer Expectations
• Persuading & Influencing
• Relating & Networking
• Adhering to Principles & Values
• Working with People
• Planning & Organising
• Following Instructions & Procedures
• Coping with Pressure & Setbacks
• Adapting & Responding to Change

Cognitive Competencies

• Problem solving ability
• Organised
• Ambitious
• Adaptable
• Passionate about the purpose of the role
• Entrepreneurial spirit – proactive/ takes ownership/ resourceful/ target driven
• Team player