Overview:
Increase sales and retention of brokers by building relationships, superior client service and technical knowledge.
Responsibilities:
- Consistently deliver and exceed allocated sales targets.Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel.
- Assist in identifying new potential Financial Advisers and opportunities for business growth.
- Technical training and ongoing product support to Financial AdvisersFacilitate the sales process to ensure that Financial Advisers are going through the correct channels.
- Participate in proactive sales and marketing initiatives.
- Build and sustain profitability in their business.
- Keep up to date with competitor product and service offerings and industry developments, making recommendations to management where necessary.
- Review New Business Pipeline, follow up and tracking to ensure conversion.
- Give regular one-on-one and group presentations.
- Strong telephone manner: able to make successful cold calls and sell products telephonically.
- Weekly analysis and reporting on deliverables/achievementsAttend regional Financial Adviser meetings and deliver on Bidvest Life Limited’s marketing strategy to their Financial Advisors
Qualifications
An insurance qualification would be advantageous (RE1, RE5, Certificate in Financial Planning, Diploma in Wealth Planning, CFP or similar.
