Life Insurance Growth&Partnerships Consultant, Soweto
Life Insurance Growth&Partnerships Consultant, Soweto
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Soweto, South Africa
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Posted: a week ago
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Description
Job Description To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.
Requirements Education
LLB/Bachelors degree in Marketing, or related
Certified Financial Planner (CFP) Certification (preferred)
Experience
At least 5 years’ experience in the financial services or Life Assurance industry in a sales role
Knowledge And Skills
Intermediate knowledge of the Life Assurance or Financial Services Industry
Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
MS Office package skills
Sales negotiation skills
Duties and Responsibilities
Recruit a panel of brokers to support the glu risk business
Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
Conduct market research and execute strategic business plans
Serve as a product specialist and assist in training PPS staff on glu products and processes
Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
Co-manage a portfolio of PPS internal intermediaries until fully vested
Recruit new agents focused on glu offerings
Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
Maintain consistent communication and feedback with advisers regarding intermediary operations
Plan, organise, and manage engagements with intermediaries and their managers
Drive continuous improvement in client service standards
Ensure all business practices align with Treating Customers Fairly (TCF) principles
Competencies
Effective Communication
Business Acumen
Client Focus
Relationship Building
Strategic Orientation
Results Orientation
Planning and Organising
Ethics and Integrity
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Requirements Education
LLB/Bachelors degree in Marketing, or related
Certified Financial Planner (CFP) Certification (preferred)
Experience
At least 5 years’ experience in the financial services or Life Assurance industry in a sales role
Knowledge And Skills
Intermediate knowledge of the Life Assurance or Financial Services Industry
Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
MS Office package skills
Sales negotiation skills
Duties and Responsibilities
Recruit a panel of brokers to support the glu risk business
Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
Conduct market research and execute strategic business plans
Serve as a product specialist and assist in training PPS staff on glu products and processes
Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
Co-manage a portfolio of PPS internal intermediaries until fully vested
Recruit new agents focused on glu offerings
Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
Maintain consistent communication and feedback with advisers regarding intermediary operations
Plan, organise, and manage engagements with intermediaries and their managers
Drive continuous improvement in client service standards
Ensure all business practices align with Treating Customers Fairly (TCF) principles
Competencies
Effective Communication
Business Acumen
Client Focus
Relationship Building
Strategic Orientation
Results Orientation
Planning and Organising
Ethics and Integrity
#J-18808-Ljbffr
Highlights
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Company namePPS
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Job positionLife Insurance Growth&Partnerships Consultant
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