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)