Senior Healthcare Advisor

Recruiter:

The Recruitment Council

Job Ref:

Senior Healthcare Ad..

Date posted:

Tuesday, November 30, 2021

Location:

Johannesburg, South Africa

Salary:

Market Related

SUMMARY:
Senior Healthcare Advisor

POSITION INFO:

The purpose of this role is to:

Source new leads and secure new business , potentially from both internal group customers and external prospects or non-group customers as well as deliver the full client value proposition to all clients.
Ensure the implementation of a defined strategy.
Create and maintain a stable and disciplined operating environment that supports the company

EDUCATION & EXPERIENCE:

An undergraduate qualification in Finance or insurance is essential, i.e. BCom (majors in Financial Management or Financial Planning or Investments)
A proven sales track record within hunter and closer famework.
Experience selling at the "C" level
5 years’ plus experience
FAIS Accredited or relevant body registered

KNOWLEDGE & SKILLS:

Ability to engage with clients and provide guidance on the product line of Business: Investments; Health or Retirements.
Excellent understanding of line of Business: Investments; Health or Retirements.
Strong knowledge of Pension funds, FAIS and related legislation
Strong knowledge of Employee Benefit Industry

KEY PERFORMANCE AREAS:

Generate and build pipelines for the group specific product lines particular to the role.
Generate income by closing new business opportunities with the suitable or specific product set
Delivery of proposals - written and presented to clients with the assistance of theEnablement team
Understanding and applying relevant legal requirements specifically from the various binder agreements & ensuring compliance
Keep abreast of new legislation, both in South Africa and neighbouring countries
Interact and maintain good relations with insurance partners
Comply with company policies and procedures of the business
Provide documentation that is clear, unambiguous and in line with TCF
Timeously respond to client requests from digital targeting campaigns. 24-48 Hour turnaround
Process and deliver quality monthly report on issued quotes and proposals to business
Completing application and on boarding of new clients
Strategically engage with internal consultants in handover of new funds
Processing of application forms.
Meet and exceed all quarterly and annual sales targets
Generate and drive revenue growth within the business
Develop long-term relationships with customers as well as the develop account plans for new relationships
Responsible for navigating through an enterprise organization to leverage cross selling opportunities
Develop strategic sales plan in collaboration with other sales teams
Accurately forecast quarterly and monthly sales
Develop and manage pipeline activity and monitor sales activity against assigned quotas
Client book growth focused.
Enhancement and refinement of value propositions
Build and maintain a stable operating environment and ensure manual processes are eliminated.
Demonstrate market-leading sales solutions.
Effective teamwork and collaboration between all functional teams.
Functional portfolio performance meets client''s objectives and is peer competitive.
Support sales strategies through seeking opportunities within the current client base.

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