Key Account Specialist: Insurance Industry: Bloemfontein
Client is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly.
What will you do?
This specialist role reports directly through to the Regional Marketing Manager within the Client:
Output/Core Tasks
- Undertaking ongoing research and prospecting on key account opportunities
- Co-ordinating the contact and contracting for the activation of new key accounts
- Managing and growing a focused portfolio of key accounts
- Undertaking financial education sessions at the key accounts (self and through the team of Financial Advisors)
- Managing the Key Account SLA including building effective relationships
- Managing and reporting on the performance of the key accounts
- Co-ordinating, managing and vesting financial advisors working at these key accounts
What will make you successful in this role?
Qualification and 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 (Client 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
Personal Qualities
Cultivates Innovation l Client centricity l Results Driven l Collaboration l Flexibility and adaptability l Persuades l financial acumen l effectively Communicates l Decision quality l Treating Customers Fairly l
Recruitment Note:
Communication will only be with shortlisted candidates: jino.
The Candidate is hereby referred to the Company’s privacy policy available at which the Candidate hereby agrees to
