HEAD: New Business & CRM (Strictly Employee Benefits)
Kusasa Khaya
Midrand, South Africa
6d ago


  • Entail mobilising teams across the business to meet prospective client and stakeholder needs; identifying and converting client and market needs into business opportunities for the organisation.
  • Developing a strategic plan for sales which aligns with business growth objectives
  • Competitor analysis and organisation positioning
  • Gather and distribute market intelligence information to the broader organisation
  • Actively execute an effective sales strategy
  • Implement the new business sales process : Follow leads, liaise with prospective clients, interact with stakeholders and drive opportunity to conclusion
  • Facilitate the development and maintenance of a sustainable new business pipeline
  • Identify and develop strategic partnerships to leverage new opportunities
  • Identify new markets, develop and implement strategies for future opportunities
  • Management of key Stakeholder relationships
  • Facilitate the fee negotiations with consultants and clients and ensuring commerciality of the business.
  • Ensuring the Client Relationship Management (CRM) are managed and delivering according to SLA’s
  • Relationship Management :
  • Give direction regarding tactical event strategies, hosting events, and networking to grow new business
  • Working closely with the marketing team to devise marketing materials and tools to support new business activities

  • Must have experience in working with UNIONS
  • BCom degree or equivalent
  • CFA will be an advantage
  • Extensive sales and distribution experience in a financial service
  • Good understanding of or experience in the environment of financial planning, investment consulting, employee benefits consulting and multi-management.
  • 10 years and above experience in the financial services industry, preferably asset management and in a new business function.
  • Ability to work collaboratively
  • Strategic thinking and planning
  • Building and maintaining relationships
  • Only candidates who meet the outlined requirements and have the relevant experience should apply for this position. If you have not had any response in two (2) weeks, please consider your application unsuccessful.

    Your CV will be kept on file for any further suitable positions.

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