Are you an experienced Broker Consultant in Gauteng with the exposure to building a productive panel ?
You will be responsible for conducting relevant analysis to provide insights, themes and trends to provide
customer focused product solutions. Promote new and existing VAPS products
through engagement with the sales team to achieve set targets and grow
profitability business.
General Education
Grade 12/ SAQA Accredited Equivalent (Essential)
A relevant 3 year Business related degree / diploma (Advantageous); FAIS
recognized qualification (Advantageous); Regulatory Examination
(Advantageous); Class of Business Certification (Advantageous); STI
Qualification (Advantageous);
KI Regulatory Examination (Advantageous)
General Experience
3 – 5 years account /product portfolio / partner management experience
(Essential); Relevant experience within the Financial Services Industry and
Marketing environment (Advantageous)
Business DevelopmentMonitor and assess sales and market data for a specific geographic region and
produce reports that will assist management in formulating strategy and
identifying areas in the market where business can be developed.
Conduct research using primary data sources and select information needed for
the analysis of key themes and trends.
Conduct product research and incorporate market insights to identify relevant
themes.
Insights and Reporting
Prepare and coordinate the completion of various data and analytics reports.
Interpret complex patterns and trends, and translate those insights into actionable recommendations.
Advise managers how to apply research conducted to amend product positioning
a wide variety of existing procedures and precedents.
Solutions Analysis
Interpret data and identify possible answers. Involves navigating a wide variety
of processes, procedures and precedents.
Customer Relationships Management
Develop and implement a relationship management plan for existing customer
accounts to identify and build relationships with relevant decision makers and
influencers within the customer organization and to enable effective two-way
flow of information and resolution of issues. Collect feedback from identified
customers or customer segments to ensure their needs are met, providing
themes, summary analyses, and recommendations for changes based on
customer input.
Compliance
Maintain and renew a deep knowledge and understanding of the organization's
policies and procedures and of relevant regulatory codes and codes of conduct,
and ensure own work adheres to required standards. Identify, within the sales
teams, patterns of non-compliance with the organization's policies and
procedures, and with relevant regulatory codes and codes of conduct, taking
appropriate action to report and resolve these and escalating issues as
appropriate.
Personal Capability Building
Act as subject matter expert in an area of technology, policy, regulation, oroperational management for the team. Maintain external accreditations and in-
depth understanding of current and emerging external regulation and industry
best practices through continuing professional development, attending
conferences, and reading specialist media.
Project Management
Manage a portfolio of product projects while reporting to senior colleagues
regarding various milestones and deliverable.
Work independently and provide technical guidance when required on how to
manage client accounts in a way that provides benefits both for the organization
and its clients.
Negotiation
Negotiates independently and provide technical guidance when required on how
to help the organization by obtaining consensus between two or more internal or
external parties who may have different interests.
Verbal Communication
Use clear and effective verbal communications skills independently and provide
technical guidance when required on how to express ideas, request actions and
formulate plans or policies.
Commercial Acumen
Apply understanding of the business environment and objectives to develop
solutions independently and provide technical guidance when required.
Sales Planning and Coordination
Work independently and provide technical guidance when required on how to
achieve the best possible returns by planning and coordinating effective sales
campaigns and related initiatives.
Planning and Organizing
Works independently and provide technical guidance when required on how to
plan, organize, prioritize and oversee activities to efficiently meet business
objectives.
Data Collection and analysis
Work independently and provide technical guidance when required on how to
analyze data trends for use in reports to help guide decision making.
Compliance
Work independently and provide technical guidance when required on how to
achieve full compliance with applicable rules and regulations in management
and/or operations.
Action Planning
Work independently and provide technical guidance when required on how to
develop appropriate plans or perform necessary actions based on
recommendations and requirements.Computer skills
Support business processes independently by understanding and the effective
use of standard office equipment and standard software packages and provide
technical guidance as needed.
Microsoft Office Suite; Internal Company Systems.
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