Job Description

Introduction

At Metropolitan Life, we're committed to helping you plan for and achieve your financial life goal by offering you a wide basket of insurance products that are designed to meet your needs.

As one of the largest long-term insurance companies in South Africa, our ambition is clear: we want to empower every household with our products. We offer more than a funeral, life, retirement and investment policy, we offer you a life-long partnership with a Metropolitan financial adviser who will work with you so that together you can plan for every stage of your life. That's why our business is centred around providing leading insurance solutions that keep you at the heart of everything we do.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Build, maintain and expand relationships with stakeholders in order to increase new business opportunities and support the delivery of an excellent individual and corporate client experience and the achievement of sales targets

Requirements

3-5 years experience in corporate business development, corporate client service, marketing or sales environment within a financial services environment (essential)Sales experience in the financial services industry (essential)

Duties & Responsibilities

process

Establish productive, professional relationships with key stakeholders.



Engage with relevant stakeholders to identify opportunity for sales and provide relevant sales support.



Develop innovative methods to identify and develop new business opportunities.



Develop plans and tactics for the achievement of sales targets.



Engage with prospective clients and intermediaries to determine their financial wellness needs and provide them with clear and accurate information.



Collaborate with internal stakeholders to translate client requirements into products, solutions and business cases.



Contribute to and coordinate the solution design process based on client requirements in order to effectively package and market products or solutions to meet clients financial wellness needs.



Prepare proposals/ quotations that capture client requirements and the relevant aspects of the product or solution.



Facilitate presentations, meetings and discussions with key senior stakeholders and to create awareness of the various features and benefits associated with the various products.



Establish appropriate feedback mechanisms to understand the outcomes of the sales and implementation process.



Introduce the new business management team to a new client and put in place processes to ensure that new individual business flows are extracted from the client.



Provide expertise and information to clients and stakeholders.



Build and maintain relationships with clients and internal and external stakeholders.



Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.



Make recommendations to improve client service and fair treatment of clients within area of responsibility.



Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.



People



Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.



Positively influence and participate in change initiatives.



Continuously develop own expertise in terms of professional, industry and legislation knowledge.



Contribute to continuous innovation through the development, sharing and implementation of new ideas.



Take ownership for driving career development.



Effectively manage time and ensure optimal productivity.



Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.



Finance



Manage high risk and problematic financial issues in area of accountability.



Plan and implement quarterly reviews to drive collection of premiums.



Implement and provide feedback on the effectiveness of financial policy, practice and procedures: preventing illegal, unethical or improper conduct.



Implement risk management, governance and compliance policies in own practice area, to identify and manage governance and risk exposure liability.



Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies

Behavioural competencies

Interpreting Data Generating Ideas Exploring Possibilities Interacting with People Convincing People Articulating Information Facilitation * Seizing Opportunities