Account Manager / Broker Consultant - Latitude Resource, Port Elizabeth

  • Port Elizabeth
  • Salary: R7 000.00 - R15 000.00 Per Month
  • Commission: uncapped Commission
  • Job Type: Permanent
  • Posted by Latitude Resource on Friday, February 14, 2020
  • Reference: LRP20006
  • Employment Equity Position
  • Apply before Tuesday, April 14, 2020 - 57 Days left

Vacancy Details

Employer: Latitude Resource

An rapidly expanding insurance company has an excellent opportunity for a Account Manager/ Broker Consultant. This is an exciting opportunity to join a rapidly expanding insurance company with an permanent position.

The ideal candidate will be a proactive and strong self-starter with great attention to detail. The candidate needs to have a grasp of the financial services industry and a keen interest in FinTech, InsurerTech and innovation.

Key responsibilities:

  • Develop business with the assigned accounts
  • Create strategic development plans, including active sales pipeline and implementation, to build new profitable business
  • Track and report progress with implementation of strategic plan, customer budgets, and ongoing forecasts
  • Train business development team regarding different phases of the sales cycle and meeting projects’ goals
  • Perform analysis to determine opportunities in the market
  • Assess the profitability of existing products and service offerings
  • Improve existing business by increasing profitability and customer satisfaction
  • Manage business deals from negotiation to close
  • Monitor contracts implementation from contract performance, customer payment terms, to delivery terms
  • Build and maintain long-lasting customer relationships

KEY PERFORMANCE AREAS

  • Develop and manage a development plan in order to meet the overall objectives in terms of the annual growth plans
  • Business case / proposal development - identifying business opportunities for growth
  • Project coordination, management and resourcing
  • Financial Advisory and Intermediary Services Act implementation and adherence
  • Distributor account management
  • General administration functions when required

SKILL REQUIREMENTS & EXPERIENCE

  • Relevant business degree, ideally Business Sciences / B.Com / Marketing Diploma
  • Customer service experience
  • Marketing of financial products in the group funeral market of parlours and / or funeral administrators
  • Affinity insurance distribution strategies (advantageous)
  • Business development experience
  • Client liaison and support experience
  • Customer service experience
  • Marketing, preparation of power point presentations and proposals
  • Business development
  • Excellent verbal and written communication in English
  • Excellent verbal communication in Xhosa (Advantageous)
  • Take responsibility for the image of the company.
  • Ability to maintain a friendly and professional demeanour when interacting with customers.
  • Marketing, preparation of power point presentations and proposals

PERSONAL COMPETENCY REQUIREMENTS

  • Passion for financial services and technology
  • A self-motivated “go getter” who will deliver upon the company’s growth objectives
  • Delivery and deadline focused with excellent management skills and attention to detail; ability to coordinate and multitask
  • Goal orientated and target driven
  • Ability to work independently and as part of a team; flexible team player
  • Ability to interact with clients and ensure excellent service delivery
  • Ability to adapt and understand new ways of working
  • Constant personal improvement to be the best you can be; ability to grow with a young business
  • Excellent communication skills
  • Calm and effective approach to all obstacles and scenarios
  • Own transport essential

KEY RELATIONSHIPS & INTERACTIONS

  • COO / CEO
  • Legal & Compliance
  • Business Development and E-Commerce
  • Clients (Affinity Partner and brokers)
  • Insurance Company Partner (e.g. Underwriting Companies)
  • Technology Providers & Platform
  • SOFTWARE EXPERTISE
  • XLSX - excellent
  • Word - excellent
  • PowerPoint – excellent

Salary: R7000 - R15000 + uncapped comm

Start Date: ASAP


Apply before Tuesday, April 14, 2020 - 57 Days left Companies may expire jobs at their own discretion. If you have not received a response within two weeks, your application was most likely unsuccessful.
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