Roles and Responsibilty

• Cultivate robust strategic partnerships and relationships with assigned intermediaries.
• Efficiently navigate the sales cycle and maintain a value-driven service approach.
• Implement optimal Client Relationship Management practices to meet business objectives.
• Track and report performance against agreed sales and retention targets.
• Spearhead revenue growth by overseeing daily sales activities of assigned intermediaries.
• Keep clients informed about both new and existing products.
• Collaborate with various departments to ensure seamless and timely service delivery to clients/intermediaries.
• Develop and promptly deliver quotations and tender documents to clients/intermediaries.
• Contribute to departmental planning and budgeting processes as needed.
• Ensure compliance with credit control policies through cash and carry and debt collection initiatives.
• Foster intermediary engagement through visits, performance reviews, support, training, and motivation to drive business growth.
• Organize and execute market activations and outreach events in strategic locations through visits or alternative methods.
• Monitor competitor activity and identify opportunities/threats arising from such activities

Operational Procedures

• Ensure that proposal forms and all relevant client documentation contain all the relevant personal details of the proposer,
• Ensure strict adherence to practices, procedures and policy stipulated in the Market Outreach operations manual, including the Code of Ethics,
• Complete customer care feedback forms during visits to brokers, agents and direct clients and liaising with supervisors (Deputy Manager, BD) about operational issues raised by clients,
• Ensure All intermediaries are fully licensed to trade

Learning and Growth

• Continue to build personal skill set by participating in in-house programs (including e-learning), customer related courses and seminars as deemed necessary to expand product and system knowledge,

Qualifications

•  A minimum of a business degree in a related field; additional qualifications in sales and marketing would be an added advantage.
• Training on sales and marketing.
• Professional qualification(s) in insurance e.g. ACII, FCII or equivalent considered an added advantage

Experience

• 2 years’ experience in Retail or B2C sales and marketing preferably in the financial services industry.