BUSINESS TO BUSINESS (B2B) SALES EXECUTIVE

Location:                       Stellenbosch, Western Cape

Contract Type:              Permanent

Job Level:                      Professional

Appointment Date:     1 September 2018 or as soon as possible thereafter

Remuneration:             Market related

Purpose of the position:

• To identify corporate sales business opportunities by identifying prospects and evaluating their position in the industry
• Researching and analysing sales options
• Selling Class of Business and CPD product offerings by establishing contact and developing relationships with prospects
• Recommending solutions

Key Responsibilities:

• Deliver on all the national B2B activities
• Define budget, forecast and business plan
• Develop strong partnerships with top financial and insurance companies
• Collect and organise all feedback from the market in terms of competition, opportunities and trends
• Development of Sales and Customer service strategies, policies and procedures
• Produce sales reports
• Development and implementation of operating plans
• Ensure compliance with company policies, procedures and risk controls
• Achieve set sales and customer service targets in order to achieve service level standards
• Management of relationships and SLAs
• Ensure performance management is carried out correctly and regularly
•  Strive for continuous improvement in business processes, products and technology

Minimum Requirements:

• A Bachelor’s degree in Commerce or Arts (or similar) – preference will be given to a post graduate qualification
• 3 years’ Sales experience in an Academic/Insurance/Financial organisation
• A proven sales success record
• Higher Education experience
• Good technical knowledge in Education Entrepreneurship, Continuous Professional Development (CPD) in Finance and Insurance
• Good knowledge of the local market in education and training for financial and insurance brands
• FSCA Regulatory knowledge – Fit and Proper Board Notice 194
• Proof of RE1 (Advantageous) and RE5 (Essential)
• Able to travel extensively

Required Personal and Technical skills:

• High computer literacy:  proficient in Word, Excel, PowerPoint, Outlook, internet and data entry
• Innovative, creative and pro-active
• Good social and corporate network in SA
• Effective communication and Interpersonal skills
• Numeracy skills
• Passion for selling
• Competitiveness and Persuasiveness
• Results- and deadline driven
• Ability to show initiative in developing the role and to work with minimal supervision
• Emotional Intelligence

Preference will be given to EE Candidates.

Closing date for applications:  Friday, 24 August 2018.

Only suitable applicants will be contacted.  Should you have not received a response by or on 31 August 2018 please consider your application unsuccessful.

Underwriter/Personal Assistant – Westville

A reputable brokerage that specializes in short term insurance in the Westville area requires a driven individual to undertake the position of, Underwriter/PA this candidate will work directly under our director and one of our senior underwriters. The successful candidate must have excellent communication and problem solving skills.

Requirements:

• FAIS Compliant/Credits
• Proven experience in Commercial and Domestic Underwriting
• Industry Certification: RE5, advantageous/preferable
• Reliable Transport

Duties and Responsibilities:

• Policy administration
• Ensuring compliance is adhered to for all new business written
• Provide assistance within the underwriting department when necessary
• Serve the function of Personal Assistant to the senior underwriter – including but not limited to: ensuring all client queries are tended to/follow up on tasks and assist in maintaining diary
• Liaising with clients on a daily basis

The Ideal Candidate will have the following:

• Strong organizational abilities
• Excellent verbal & written communication
• The ability to multi-task
• Efficient time management ability
• Ability to work cohesively in a team

Salary: Negotiable – Candidate Dependent

If you do not hear from us within 1 week, please consider your application for this position unsuccessful.

Temporary services of an approved Category 1 Key Individual needed that complies with all the requirements as per Board Notice 194 of 2017.

The Key Individual position is for a 12J Venture Capital Company, that is only registered for shares (1.8).

Negotiable salary.

Old Mutual has been ranked the 2017 Top Employer in South Africa in both the Financial Services & Insurance categories. The Financial Adviser Graduate Position is an advice giving role to Old Mutual Customers. Based on the fact that only 6% of South African’s can retire comfortably, we have identified the need to expand our current team of advisers who focus on helping more South Africans achieve their Financial Goals. This is a unique opportunity to build comprehensive financial planning practices where motivation and personal drive are keys to success.

MINIMUM REQUIREMENTS

Grade 12 with Mathematics & English
National Diploma & Degree would be advantageous
Previous sales experience preferred
Computer Proficiency
Own car with valid Driver’s licence
If you wish to pursue a stimulating and challenging career with excellent growth, email your CV to: pfakznrecruitment@oldmutual.com

The Para-planner will be responsible for researching and analysing products to present recommendations to clients based on a thorough financial planning process.

QUALIFICATIONS, EXPERIENCE & SKILLS

• Grade 12 (Matric)
• Wealth Management or equivalent qualification  (min 120 credits NQF 5/6)
• Certified Financial Planner (CFP) would be to
  your advantage
• 5 years of wealth management experience
• Understanding of the financial planning process
• High level of technical knowledge
• Fully computer literate
• Information gathering and monitoring

COMPETENCIES

• Communication (verbal and written)
• Excellent interpersonal skills
• Attention to detail
• Analytical thinking
• Managing work (includes time management)
• Achievement orientation
• Stress tolerance

RESPONSIBILITIES

• Recording of client meeting minutes and deliverables
• Preparation of financial plans and reviews according to internal processes
• Manage and execute on various client projects
• Implementing transactions for new and existing clients by interacting with the wealth manager and administrator
• Ensure clients are updated on events and transactions
• Maintaining good record keeping
• Drafting and sending correspondence to clients and external providers
• Ensuring that client files and transactions are fully compliant
• Resolving ad hoc client queries

PERSONAL ATTRIBUTES
A self-motivated, forward thinking, enthusiastic professional with the ability to build good relationships with colleagues, providers and clients alike.