Build, maintain and expand the Associations and Affinity Groups Channel to increase new business opportunities and support the delivery of an excellent individual and corporate client experience and the achievement of sales targets. Craft and deliver on the sales strategy to increase membership and drive key business outcomes.
Requirements
Qualifications
- Grade 12 or equivalent qualification
- FAIS recognised qualification (minimum 120 credits)
- FAIS Key Individual Regulatory Exam Level 1
- FAIS Representative Regulatory Exam Level 5
- Degree in Commerce or Business Management (advantageous)
- Financial planning qualification (advantageous)
- 5-8 years relevant experience within a financial services and insurance sales
- environment (essential)
- 2-3 years' people management experience
- Leads management experience
- Business process optimization experience
- Client service experience
- Knowledge of the associations and affiliates channel for the market segment
Internal Process
- Develop and implement tactics to develop and maximise new business
- Craft and implement the sales strategy to increase product uptake
- Keep abreast with trends, legislation and best practices within the association and affiliation industry in order to contribute to optimising the function.
- Setting revenue targets for the products and setting key performance indicators.
- Conduct industry benchmarking in order to inform quality standards and initiatives within the sales environment.
- Develop and oversee the implementation quality assurance assessments, reporting processes and policies in line with business, compliance and client requirements.
- Establish metrics to monitor and report on the effectiveness of business processes and practices in area of responsibility.
- Develop client retention strategies and frameworks that focus on engagements that encourage clients to retain their product(s).
- Analyse client retention trends and make recommendations to enhance products, service offering or service delivery to the client based on feedback.
- Enhance system capability and usability to drive sales effectiveness and productivity.
- Provide support to marketing and sales campaigns to ensure optimal uptake and influence of these initiatives.
- Manage the selection and distribution of appropriate leads in line with campaigns requirements within the agreed timeframes.
- Identify entrepreneurial opportunities, trends, threats, and environmental influences related to the region in every interaction and remain passionate, resilient, focused and organised.
- Recruit, select and retain high quality Relationship Consultants in order to build capability to meet current and future staffing needs in accordance with the manpower plan
- Induct, develop and support RCs to meet and exceed performance and productivity standards
- Manage and monitor activities of the RCs through burial society and Stokvel allocations to ensure that each RC has adequate and appropriate market access opportunities.
- Ensure efficient client service and administration processes are implemented, maintained and managed within the area of responsibility.
- Monitor and track province performance to ensure that RCs meet or exceed agreed productivity, production and quality targets
- Enable client centricity within area of responsibility.
- Contribute to sustaining a competitive edge through external networking and benchmarking and representation on related forums.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
- Self-management and teamwork
- Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
- Select and recruit suitably qualified talent in line with fairness and equity principles and Momentum Metropolitan culture.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
- Effectively manage performance within the team in order to ensure business objectives are achieved.
- Encourage innovation, change agility and collaboration within the team.
- Manage budget and implement sound financial controls.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Control the budget for area, including the authorisation of expenditures and implementation of financial regulations.
- Manage high risk and problematic financial issues in area of accountability and contribute to the development of policy.
