Portfolio Manager: Partnerships in Employee Benefits

SUMMARY:
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POSITION INFO:

The  Portfolio Manager  will manage and grow the Top 100 most critical client partnerships for a leading an established Group Risk and Employee Benefits organisation. In this pivotal role, the Portfolio Manager will be responsible for developing and executing sales strategies, fostering deep relationships with C-suite executives, and maximizing revenue and profitability from the company's key accounts.

Key Responsibilities:

• Strategic Client Management: The Portfolio Manager will develop and implement sales strategies for the company's Top 100 strategic partners, ensuring alignment with overall business goals.

• Partnership Development: This role involves cultivating and maintaining strong, productive relationships with key decision-makers and senior leaders within partner organizations.

• Sales & Revenue Generation: The individual will identify and capitalize on business opportunities, driving revenue growth and ensuring profitability through value creation and compelling sales presentations.

• Operational Oversight: The Portfolio Manager will collaborate with partners to identify growth opportunities, measure customer success through data, and ensure effective service delivery.

• Team Leadership: This position includes managing and developing a team of key account specialists, setting performance targets, and fostering their professional growth.

• Reporting & Forecasting: The incumbent will provide accurate sales forecasts and regular reports on progress and goal attainment.

Candidate Profile:

• The ideal candidate will possess an NQF Level 7 Degree in Business Management (a Postgraduate Degree is advantageous), along with RE5.
• Key Individual and CFP qualifications are also advantageous.
• The role requires 5-8 years of extensive experience in the Financial Services Industry, with at least 5 years in long-term insurance, and a minimum of 3 years of proven management experience.
• A demonstrated track record of achieving and exceeding sales targets is essential, alongside proven experience in building and managing strategic partnerships with C-suite clients.
• Strong knowledge of employee benefits and group benefits insurance products, exceptional relationship-building, negotiation, and communication skills, and an entrepreneurial approach to identifying and leveraging new opportunities are also key requirements.

This is an opportunity to be part of a dynamic team at a reputable financial services leader. The successful candidate will have the chance to make a significant impact on top-tier client relationships and contribute directly to the company's growth and success.