Telesure Investment Holdings Business Partner (Business Insurance Financial Advisor) Jobs in South Africa

Telesure Investment Holdings Business Partner (Business Insurance Financial Advisor) Jobs in South Africa

Job Purpose

Assists in planning and implementing pursuit of strategic opportunities for Business Insurance, by cultivating client relationships or other commercial relationships and identifying new markets for Business Insurance products or services.

Responsibilities

Business Development

Monitor and assess sales and market data for a specific geographic region and market segment; and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.

Customer Relationship Development / Prospecting

Develop and implement relationship management plans for complex potential customer accounts to identify and build relationships with relevant decision makers and influencers within the customer organisation and to enable effective two-way flow of information and resolution of issues.

Customer Needs Clarification

Set clear objectives for each sales call; develop and make presentations that are tailored to the known interests, needs, issues, and concerns of decision makers and influencers within the customer organisation; gather and analyse relevant information; and gain agreement to a statement of customer requirements.

Sell Customer Propositions

Use personal expertise to identify the complex standard products and/or services offered by the organisation that meet the customer's needs, together with quantities and product configurations. Present these to the customer with a clear rationale and at standard commercial terms, referring to senior colleagues where necessary to ask for concessions (e.g., price reduction) that gain the customer's agreement.

Sales Opportunities Creation

Develop a personal network within the business sector and represent the organisation at business sector events. Obtain market intelligence and enhance the visibility and reputation of the organisation, its products, and its services.

Customer Relationship Management / Account Management

Develop and implement a customer contact plan to communicate product launches and engage the customers in relevant sales campaigns. Act as first point of contact for customer queries and complaints and resolve these, referring complex issues to others and ensuring that the customer receives an appropriate response.

Customer Relationship Management (CRM) Data

Enter customer information that has been gathered through research and/or through direct customer contact into the customer relationship management system, to ensure that the organisation has quality data to enable effective customer retention and business development activities OR Ensure that team members maintain up-to-date customer relationship management data, identifying and resolving issues.

Operational Compliance

Maintain and renew a deep knowledge and understanding of the organisation's policies and procedures and of relevant regulatory codes and codes of conduct, and ensure own work adheres to required standards.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation (CPD, Class of Business) where relevant to improve performance and fulfill personal potential. Maintain an in1depth understanding of technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading

specialist media.

Skills

Customer-Focused Approach

Works without supervision and provides technical guidance when required to orient the seller's organisation around delivering to the key needs of their customers. Keeps customer at center of sale, Collaborates with customers, Elevates partner insights, Uses common terminology

Understands Customer Needs

Works without supervision and provides technical guidance when required to quickly and accurately define the needs of the key buying influencers. Seeks to understand customer needs, Determines the root of customer needs, Uncovers customer's goals, Seeks customer need priorities, Assesses channel relationship needs and expectations

[Builds Rapport[

Works without supervision and provides technical guidance when required to quickly and effectively establish trust within the buying centers in the client's organisation. Shows interest in buyer needs, Shows empathy with buyer's circumstances, Respects the client's time, Incorporates client's point of view, Provides relevant context, Confirms understanding, Reinforces professional capability

Verbal Communication

Acts with expertise as the organisation's authority on using clear and effective verbal communications skills to express ideas, request actions and formulate plans or policies. Policy and procedures Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while making sure they match organisational strategies and objectives.

Commercial Acumen

Acts as the organisation's authority and established expert to develop solutions based on an understanding of the business environment and objectives.

Negotiates Tactically

Uses comprehensive knowledge and skills to act independently while guiding and training others to facilitate the commercial details of an opportunity such that both parties are satisfied with the value gained. Maximises the opportunity, Determines when to cease deal, Negotiates on value, Understands evolving objectives, Indicates progress with partnership

Effectively Presents Solutions

Applies expertise to act as an authority to clearly present solutions that link directly to the key objectives and challenges important to the client. Communicates offerings in a compelling way, Conveys initiatives to partners, Offers solutions at the optimal time, Compels clients to a desire to act, Invests appropriate time to understand core needs, Aligns stated needs with solution benefits, Explains how the solution aligns with needs

Requirements

Education

Matric/SAQA Accredited Equivalent (Essential) Full FAIS accreditation (150 credits) (Essential) RE 5 (Essential) RE 1 (Advantageous)

General Experience

3-6 years industry and commercial experience

How to Apply

For more information and job application details, see; Telesure Investment Holdings Business Partner (Business Insurance Financial Advisor) Jobs in South Africa

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