Job title : Key Account Specialist: RA SanlamConnect Intermediaries Cape Region (Bellville)
Job Location : Western Cape, Bellville
Deadline : August 03, 2024
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What will you do?
This specialist role reports directly through to the RMM within the SPF Distribution Cape Region.
Output/Core Tasks
- Undertaking ongoing research and prospecting on key account opportunities
- Co-ordinate the contact and contracting for the activation of new key accounts
- Manage and grow a focused portfolio of key accounts
- Undertake financial education sessions at the key accounts (self and through the team of Financial Advisors)
- Manage the Key Account SLA including building effective relationships
- Manage and report on the performance of the key accounts
- Co-ordinate, manage and vest financial advisors working at these key accounts together with Sanlam Connect management team.
What will make you successful in this role?
Qualification & Experience
- Grade 12, Financial/Business Degree (B.com, Bus. Science, Legal Degree)
- CFP® designation or Post Graduate Diploma in Financial Planning would be advantageous
- Extensive experience within a financial distribution business in a sales/marketing role
- Management (sales team) experience
- 5 years relevant industry experience
- Previous industry management experience will be a strong recommendation
- The successful candidate must meet the necessary FAIS requirements (120 credits included)
Knowledge and Skills
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Legislative compliance processes and practices
- Service Level Agreements (SLA’s)
- Sales and advice processes/financial planning knowledge
- Prospecting processes
- Leads management processes
- Budgets and expense management
- Knowledge of how sales tools / aids could add value with SFA
- Knowledge of Key Accounts and all other markets and the functioning thereof
- Market segmentation
- Marketing and sales principles
- Knowledge of specific value propositions for different markets
- Ability to present and negotiate (core skills needed)
- Ability to facilitate training workshops on KA principles and practical tips to be successful in Key Accounts
- Ability to interpret statistics re Key Accounts
Personal Qualities
- Cultivates Innovation
- Client centricity
- Results Driven
- Collaboration
- Flexibility and adaptability
- Persuades
- Financial acumen
- Communicates effectively
- Decision quality
- Treating Customers Fairly
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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