Old Mutual
In order to keep and expand the corporate business, this position is in charge of managing a portfolio of clients by offering a wide range of products and services. It is the person’s responsibility to accomplish goals on their own.
Responsibilities/Duties
- Identify and engage prospective clients to sell corporate/group insurance solutions via direct engagements, referrals, and other effective means.
- Manages all contracted client deliveries and maintains client relationships.
- Reviews client product portfolio regularly and recommends new and enhanced products to suit client portfolio.
- Keeps abreast of industry trends and ensures that products are aligned to meet client needs and to ensure sustainable growth.
- Build a strong pipeline of prospects, identify their needs and customize solutions that meet the needs of the identified prospects.
- Takes responsibility of achieving Business Unit (BU) sales targets to ensure growth and market share.
- Conducts presentations to clients.
- Meets regularly with intermediaries and clients to address service-related concerns as to strengthen existing relationships.
- Drive customer service excellence amongst clients and partners to always ensure great customer experience.
- Build key relationships with industry players.
- Responsible for the accreditation of intermediaries on range of products.
- Identify and sign on new distribution partners.
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Qualifications & Experience
- Minimum of Bachelors’ Degree in any discipline from an accredited tertiary institution
- Diploma in insurance will be an added advantage
- Sales and marketing experience in the financial services industry
- Excellent written and oral communication skills
- Excellent relationship management skills
- Excellent interpersonal relationship skills
- Highly organized and structured, able to multi-task and prioritize appropriately.
- Results-oriented
- Innovation
- Leadership
- Technical Knowledge
- Execution
- Initiating Action
- Interpersonal Skills