Job Description

• To provide excellent new business delivery and quality through Kaelo service and sales standards. Identifying and improving the outcomes of new business activities. Increase and drive new business with a focus on quality and retention. Improving efficiencies and optimising new business acquisitions and drive increased revenue. Increasing the sales of our product offering through building relationships, superior client service and technical knowledge.

KEY OUTCOMES

• Manage strategic new business accounts and maintain relationships for the business. Build and maintain client portfolios
• Build long term relationships with new and existing clients
• Ensuring all administration relating to sales is completed effectively
• Provide sales solutions to meet clients’ needs
• Participate in proactive sales and marketing initiatives
• Drive value stream mapping to define as-Is analysis and the transition to Future State
• Application of knowledge; technical training and analysis to upskill prior to going to market
• Keeping up to date with competitor products and service offerings and industry developments
• Develop and enhance relationships between business units
• Working closely with other business areas and finding opportunities to cross sell
• Strategic prospecting skills and rapport building
• Negotiate and close sales

Qualifications

SPECIAL REQUIREMENTS

• Minimum of 3 years as a Business Consultant with a proven track record of meeting sales targets

PERSON DETAILS: WORK EXPERIENCE

REQUIRED

• Health industry knowledge
• Short Term Insurance knowledge
• Top performer in new business and sales team
• Proven ability to drive sales and generate new business
• Sales Campaign management
• Strategic management with focus on marketing enablers
• Continuous improvement and strategic experience
• Confident and experienced negotiator able to drive revenue

PREFERRED

EDUCATION: QUALIFICATIONS: ACCREDITATIONS WITH PROFESSIONAL BODY

REQUIRED

• FAIS
• Grade 12 matric
• NQF Level 5 Wealth Management or short-term insurance
• RE exams

PREFERRED

• Business Degree

TECHNICAL SKILLS OR KNOWLEDGE

REQUIRED

• Strong programme and Microsoft office management tool skills
• Knowledge of underwriting processes
• Understanding of financial planning
• Relevant industry experience and competitor knowledge
• Exceptional communication skills both verbal and written, problem solving and analytical skills