Business Consultant | CPT
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.
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
Minimum of 3 years as a Business Consultant with a proven track record of meeting sales targets
PERSON DETAILS: WORK EXPERIENCE
REQUIRED
Health industry knowledge
Short Term Insurance 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
Based in JHB
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
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