Business Consultant
  • Cape Town, Western Cape, South Africa
  • Kaelo
Job Description

Job Description

To provide excellent new business delivery and quality through Kaelo service and sales standards. Identifying and improving the outcomes of new business activities.

Increase and drive new business with a focus on quality and retention. Improving efficiencies and optimising new business acquisitions and drive increased revenue.

Increasing the sales of our product offering through building relationships, superior client service and technical knowledge.

BUSINESS UNIT : New Business and Distribution

KEY OUTCOMES

Manage strategic new business accounts and maintain relationships for the business. Build and maintain client portfolios

Build long term relationships with new and existing clients

Ensuring all administration relating to sales is completed effectively

Provide sales solutions to meet clients’ needs

Participate in proactive sales and marketing initiatives

Drive value stream mapping to define as-Is analysis and the transition to Future State

Application of knowledge; technical training and analysis to upskill prior to going to market

Keeping up to date with competitor products and service offerings and industry developments

Develop and enhance relationships between business units

Working closely with other business areas and finding opportunities to cross sell

Strategic prospecting skills and rapport building

Negotiate and close sales

Qualifications

SPECIAL REQUIREMENTS

PERSON DETAILS : WORK EXPERIENCE

REQUIRED

Health industry knowledge

Top performer in new business and sales team

Proven ability to drive sales and generate new business

Sales Campaign management

Strategic management with focus on marketing enablers

Continuous improvement and strategic experience

Confident and experienced negotiator able to drive revenue

PREFERRED

Education and or training background

EDUCATION : QUALIFICATIONS : ACCREDITATIONS WITH PROFESSIONAL BODY

REQUIRED

FAIS

Grade 12 matric

NQF Level 5 Wealth Management or short-term insurance

RE exams

PREFERRED

Business Degree

TECHNICAL SKILLS OR KNOWLEDGE

REQUIRED

Strong programme and Microsoft office management tool skills

Knowledge of underwriting processes

Understanding of financial planning

Relevant industry experience and competitor knowledge

Exceptional communication skills both verbal and written, problem solving and analytical skills

Training and previous exposure to coaching

PREFERRED

Additional Information

  • Accountability
  • Action orientated
  • Collaborative
  • Communication
  • Business writing skills
  • Manage complexity
  • Problem solving skills
  • Decision thinking
  • Encourages engagement
  • Resilient and adaptive
  • Resourceful
  • Demonstrates self-awareness
  • Purpose driven
  • Significance and values orientated

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