Drive channel engagement towards the achievement and growth of business sales while providing support to product house business development managers, business consultants and financial advisers.
Experience and Qualifications
Grade 12 / NQF4 qualification or equivalent (essential)
A business-related BA or BCom degree (preferred)
Certified Financial Planner (CFP) (preferred)
3 to 5 Years sales and marketing experience in the financial services and / or health industry
Experience in rewards programs (preferred)
In depth understanding of channel distribution and sales principles
Responsibilities and work outputs
Drive sales of financial advisers.
Support Business Consultants and product house business development managers
Identify specific financial advisers that can grow the channel sales.
Initiate and execute training to business consultants, financial advisers and support staff.
Foster a deep understanding of the financial advisers and Business Consultants in the relevant channel.
Engage directly with financial advisers on planned calls, and assist Business Consultants on joint calls to drive product sales.
Develop action plans and initiatives to drive sales, motivate channel stakeholders and improve performance.
Illustrate a good understanding of the market dynamics in the rewards sector to build trust with potential and current clients.
Provide input in determining sales targets and activity key performance indicators for relevant channels, and report on the progression towards these indicators.
Utilize data and reports to provide insights regarding projected sales, channel performance, sales and marketing initiatives.
Set direction for the relevant channel by creating, implementing and communicating channel objectives and productivity targets aligned to business objectives.
Regularly assess channel performance against targets and implement actions to increase performance.
Assess service delivery based on engagements with business stakeholders and relevant analytics and implement plans for improvement.
Demonstrate exemplary leadership behaviour, through personal involvement, commitment and dedication in support of organisational values.
Lead all aspects of business development, developing a best practice approach to business development.
Apply a deep understanding of client and competitive markets needs, contributing to an innovative compelling Client Value Proposition that will lead to greater market penetration.
Positively influence stakeholders perceptions and decision-making.
Use business insights to research target markets and prospects, to deepen understanding of the dynamics of the market.
Develop innovative methods to identify and develop new business opportunities, from internal and external sources.
Ensure relevant support is provided and delivered and / or done in collaboration with the relevant subject matter experts across relevant Business Areas.
Analyse, evaluate and enhance new business and market penetration opportunities and performance, based on feedback and analytics.
Contribute to developing a compelling and effective channel communication strategy in partnership with marketing team.
Communicate the market access and development strategy, plan and operating model to channel and product stakeholders.
Report monthly on activities, progress and tactics towards achievement of business objectives.
Participate in relevant industry forums as a means of networking with stakeholders and industry players, gaining proactive market intelligence and competitor insights about factors that drive and shape the industry
Build and maintain relationships with clients and internal and external stakeholders.
Deliver on expectations to 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.
Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery.
Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.
Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
Create a positive work climate and culture to energise employees, give meaning to work, minimise work disruption and maximise employee productivity.
Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement and cohesiveness.
Enable a collaborative culture and sharing community whereby information regarding successes, issues, trends and ideas are actively shared between team members.
Encourage innovation, change agility and collaboration within the team
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 your area, including the authorisation of expenditures and implementation of financial regulations.
Manage the high risk and problematic financial issues in area of accountability and contribute to the development of policy.
Implement and manage financial risk methodologies, techniques and systems and use to monitor and report on financial activities.
Implement and provide feedback on the effectiveness of financial policy, practice and procedures : preventing illegal, unethical or improper conduct.