Purpose of this role
Generating income from funds managed to contribute to the profitability for the branch and the company's; by providing a professional, quality service and consulting advice to clients; client satisfaction, retention, and expansion; through co-ordinating all internal and external contacts; keeping abreast of developments in industry, generating new business for the branch, whilst always ensuring that the company's standards are maintained.
Requirements:
Education and Experience:
Recognised Bachelor's degree (3 year)CFP / CFA and/or working towards it, relevant post graduate management qualificationAt least 6 years' employee benefits consulting, risk benefits and investments experience required of which at least 3 years must be in a Supervisory capacityKnowledge and skills:
Mastery of the concepts and principles of a specialist field, ability to manage other professionals in this fieldIn-depth professional knowledge and experience in a specialised field or broad knowledge of a number of fieldsTechnical, specialist or analytical skills acquired through tertiary education or the equivalent experienceAfter appointment to the job, 3 months training/ familiarisation time would typically be required for the job holder to become fully competent in the roleProblems are complex and open-ended and affect more than one area of the business. Solutions need to be determined through consultation with other areas of the business.Problems are variable and require technical or analytical skills and several years of experience in the field or discipline.Communication the job holder needs to understand:
Detailed written proceduresDetailed technical and/or functional instructions or queriesDetailed e-mail or mail correspondenceWritten company policy documentsCurrent legislation affecting the job holder's area of responsibilityCase law and legal findings affecting the job holder's area of responsibilityArticles and research affecting the job holder's area of responsibilityFactual reports on aspects of the businessComplex financial reportsCommunication the job holder needs to carry out:
Communication around escalated or difficult queries with customers or clientsDetailed verbal or written instructions or requests to employees or contractorsDetailed e-mail or mail correspondenceDrafting of factual reports, presentations, procedure or policy documents or training materialExplanation of complex products, services, or concepts to internal or external customers or clientsDrawing up project briefsDrafting of internal or external newsletters, general articles or content for newspapers, journals, magazines, or internet sitesNegotiation with customers or suppliers over price, contracts, or servicesInfluence over practices and policies:
Is expected to come up with suggestions on improved practicesInfluences or changes specific administrative or operational practices in a team, section, or departmentInfluences or changes specific administrative or operational practices affecting more than one departmentInfluences or changes broad practices or policies affecting a whole division or business unitInfluences or changes broad practices or policies affecting other areas of the businessInfluence over others (not subordinates) inside/outside the organisation :
Is required to convey information to others in own work areaIs required to convey information to others outside of own work area but inside organisationIs required to convey information to others outside of own organisationIs required to persuade individuals inside the organisationIs required to persuade individuals outside of the organisationCompetencies:
Leadership Competencies: Purposeful collaborationGrowing capabilityCommercial acumenStrategic orientationImpactful leadershipDriving changeStrategic Competencies
CUSTOMER CONNECTIONRelationship building
Advice
EXECUTION EXCELLENCEDelivery
Accountability
Operational excellence
PEOPLE PRIORITYCollaboration culture
Functional Competencies
Application and compliance with FAIS requirementsManaging a team (understanding HR policies, motivating staff, directing behaviour)Supervising Reps on supervisionRunning/facilitating meetingsProblem solving (conflict management, negotiation skills, leading)Ability to apply legal frameworkSolutioning & advisory: advise clients on the company's solutions/products and wider marketPurposeful collaboration (ability to collaborate across teams and platforms)Professional etiquetteFinancial literacy and budgetingClient development ability – new business and upselling the company's products to existing clientsKey performance areas
Improved client retentionNew business and stretch targetsImproved Client SatisfactionIntegrated value proposition & collaborationOperationsContribution to division
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