Zestlife Broker Consultant (JHB) at Momentum Metropolitan Holdings Limited

Role Purpose    

• To provide marketing advice, guidance, and support to the entire distribution channel for their region of responsibility.
• Provide the field force with the appropriate marketing tools, research, and techniques to influence productivity targets.
• To ensure that Financial Advisers are knowledgeable on Gap Cover by conducting and facilitating regular training programs and by using the technology available to create awareness and boost gap sales.
• Grow Gap sales in the region of responsibility.

Requirements    

• Proven experience in a similar role
• Strong marketing and sales skills
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Strong analytical and problem-solving skills

Duties & Responsibilities    
Main Outputs and Responsibilities

• Marketing and influencing role in order to motivate the sales force to succeed; this is done through specific sales campaigns and sales tools.
• Developing and implementing appropriate marketing strategies with Financial Advisors for their client base.
• Promoting Gap Cover and technology services through marketing presentations and training.
• Opening new Financial Advisers Gap contracts.
• To research competitor products and to present Liberty Gap Cover product offerings in comparison to these.
• Develop strong relationships with the sales force and management to create awareness of Zestlife products.

Deliverables

• Provide evidence of strategy to enhance the awareness of Gap using the technology.
• Provide evidence of developing a business development plan with Financial Advisors to grow Gap sales.
• Ensuring FAs and sales leaders are proficient in Gap Cover and provide evidence of sessions planned.
• Provide evidence of production tracking.
• Show the percentage/actual increase in production from before and after business development plan implementation.
• Show tracking against target and achievement of target.

Competencies    

• Seizing Opportunities: Identifies business opportunities, creates additional sales for future growth wants to win and outperform competitors.
• Interpreting Data: Interprets data rationally by quantifying issues applies technology as a means to evaluate data and evaluate information objectively.
• Generating Ideas: Creativity in producing ideas assumes an original approach when generating ideas and adopts radical solutions.
• Exploring Possibilities: conceptual when developing ideas applies theories to problem-solving and prefers to learn by thinking and identifying underlying principles.
• Interacting with People: lively and projects enthusiasm; talkative in making contact; focused on interacting and networking with people.
• Convincing People: comfortable having to persuade others, shapes opinions by being outspoken and seeks to negotiate with others.
• Articulating Information: articulate in giving presentations is eloquent and explains things well, projecting social confidence when articulating information.

Deadline:31st July,2025