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About the Role
Manages and coordinates the organization’s sales function to meet business requirements. Develops, maintains, and leverages relationships with prospective and existing clients to stimulate demand for financial products and services.
Responsibilities
- Identify and communicate actions needed to implement the function's strategy and business plan.
- Develop and implement relationship management plans for complex existing customer accounts.
- Manage ongoing relationships with identified customer segments to ensure their needs are met.
- Configure complex product-and-services solutions that meet customer needs.
- Present solutions to customer representatives and negotiate agreement.
- Develop a personal network within the business sector and represent the organization at events.
- Obtain market intelligence and enhance the visibility and reputation of the organization.
- Manage and report on the performance of a substantial, diverse team.
- Set appropriate performance objectives for direct reports and hold individuals accountable.
- Oversee an operational area with guidance from senior colleagues.
- Develop internal marketing plans and work collaboratively with other departments.
- Manage and develop important customer relationships.
- Develop and implement relationship management plans for complex potential customer accounts.
- Develop and/or deliver budget plans with guidance from senior colleagues.
- Identify team's individual development needs using the organization's formal development framework.
- Plan and implement actions to build professional capabilities.
- Provide informal training or coaching to others in own area of expertise.
Requirements
- Gr12 (Matric)
- FSCA Approved NQF Level 5 Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- CPD – Continuous Professional Development – All cycles
- COB – Class of Business
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- Previous Managerial experience
- Knowledge and exposure to Group Schemes advantageous
- Successful completion of MODP (Internal applicants)
- Managerial qualification (External applicants) - advantageous
Skills
- Building Trust
- Change Management
- Client Needs Assessments
- Commercial Acumen
- Consultative Selling
- Customer-Focused
- Customer Service
- Customer Understanding
- Direct Selling
- Executing Plans
- Identifying Customer Needs
- Identifying Sales Opportunities
- Sales Software
- Strengthening Customer Relationships
- Upselling
Experience Level
- Previous Managerial experience
Education Level
- Gr12 (Matric)
- FSCA Approved NQF Level 5 Qualification
About the Company
- Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Equal Opportunity
- Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
- The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.