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Specialist: Broker Consultant
Date: 21 Nov 2024
Location: Durban KZN ZA, NL, ZA
Company: Liberty Group Limited
Liberty’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.
Purpose
To provide advice & support to brokers & IFA’s that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
- Ensures that underwriting practice and rules are fully understood and appreciated.
- Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Provide sound consulting services and recommendations based on customer needs, current information and trends.
- Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
- Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
- Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
- Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Customer Understanding (Intermediate)
- Sales life cycle management (Intermediate)
- Research and Information Gathering (Basic)
- Insurance principles and practice (Intermediate)
- Reporting and Interpretation (Basic)
- Developing sales (Intermediate)
- Customer Advice (Technical) (Basic)
- Insurance products and services (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Basic)
- Professional/Technical learning (Basic)
- Entrepreneurial and commercial thinking (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Basic)
- Customer Orientation (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Head : Workplace and Low Advice Channels
Date: 21 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Closing Date
5 December 2024
About The role
To achieve mid market client acquisition and growth by linking low advice channels to workplace capabilities and increase the acquisition of clients and worksites. Increase net sales revenue, NBV and effectiveness of sales agents within channels.
Minimum Experience
10+ years experience in a similar environment, of which 5 – 7 years ideally at executive specialist level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Key Responsibilities
- Drive a culture of continuous improvement in the function/division.
- Collaborates with Customer Value Proposition and Marketing teams to drive segment-specific cross-channel customer experience
- Manage customer lifetime value by pro-actively identifying and developing propositions that address customer needs throughout their journey lifecycle(s).
- Support and drive the management and modification of existing distribution capabilities.
- Support the process whereby change is effectively managed for the implementation of new and enhanced solutions.
- Partner with customer analytics to ensure that customer insights translate into improved customer experience and the lifetime value of the existing customer base is maximised.
- Establish relationships to create product worksites for development to enhance product sales.
- Effective management of worksites in support of market development to enhance customer growth.
- Accountable for the formulation of functional operating models and value-chain integration, ensuring alignment with strategic objectives.
- Proactively identify problems across the function of which the causes are ambiguous and uncertain, identifies optimal alternatives and designs optimal solutions, anticipating future challenges.
- Plan for effective organisational management across the value-chain, set strategic objectives and priorities among existing services, processes or systems and new developments, and specify the required measurements to monitor performance effectiveness.
- Facilitate the implementation of an appropriate value proposition for worksite development across channels.
- Develop relevant management information capabilities for worksite development across sales and distribution channels.
- Partner with sales channel heads on implementation of the worksite marketing strategy within their channel.
- Monitor the implementation of worksite development programmes and projects.
- Provide direction for division needs in support of worksite development strategy through integrated plans that succinctly outline goals and objectives as well as the associated allocation of resources, facilities and skills.
- Manages and improves key channel management metrics such as NTU’s , persistency of clients to enable the maintenance and entrenchment of the channel.
Competencies
- Negotiation and persuasion skills (Advanced)
- Building Customer Loyalty (Advanced)
- Sales life cycle management (Advanced)
- Insurance principles and practice (Expert)
- Policy implementation (Advanced)
- Developing sales (Expert)
- New sales development (Advanced)
- Insurance products and services (Expert)
- Customer Relationship Management (Advanced)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Branch Manager (Nkomazi, Nelspruit)
Date: 19 Nov 2024
Location: Nelspruit GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.
Minimum Experience
3 – 5 years experience in a similar environment, of which 1 – 2 years at junior management level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management
Additional Minimum Qualifications
Outputs
Process
- Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
- Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
- Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
- Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
- Manage branch operations.
- Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
- Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
- Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.
Customer
- Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.
Finance
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.
Learning and Growth
- Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
- Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.
Governance
- Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
- Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.
Competencies
Liberty Values
Technical Competencies
- Legal Compliance (Sales) (Intermediate)
- Risk Awareness (Intermediate)
- Sales life cycle management (Proficient)
- Conflict Resolution (Intermediate)
- Efficiency improvement (Intermediate)
- Functional Policies and Procedures (Intermediate)
- Operations Management (Proficient)
- Product and/or Service Knowledge (Intermediate)
- Sales management (Proficient)
- Budgeting and Expenditure Control (Intermediate)
Behavioural Competencies
- Persuading and Influencing (Intermediate)
- People Management and Empowerment (Intermediate)
- Interpersonal Effectiveness (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Strategic Insight and Capability (Intermediate)
- Teamwork and Cooperation (Intermediate)
- Judgment and decision making (Intermediate)
- Communicating with Impact (Intermediate)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Intermediate)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
All the best with your applications
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