Account Associate I responsible for managing business customer relationships and retention strategies. Part of a team focused on preventing cancellations and securing updated contract agreements.
About the role
- Sales Manager at Old Mutual managing sales functions and a large team of advisors. Developing client relationships and driving demand for financial products and services.
Responsibilities
- Manages and coordinates the organisation’s sales function to meet the organisation’s business requirements
- Manages a large-sized team of advisors to develop, maintain, and leverage relationships with prospective and existing clients to stimulate and manage demand for financial products and services
- Identify and communicate the actions needed to implement the function's strategy and business plan within the business area or department
- Develop and implement relationship management plans for complex existing customer accounts to identify and build relationships with relevant decision-makers and influencers
- Manage ongoing relationships with identified customer segments to ensure their needs are met
- Configure a complex product-and-services solution and associated contractual terms that meet the customer's mid- to long-term needs
- Develop a personal network within the business sector and represent the organization at business sector events
- Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members
- Oversee an operational area with guidance from senior colleagues
- Develop internal marketing plans and work collaboratively with other departments to improve internal relationships and build strong external customer relationships
- Manage and develop important customer relationships with guidance from senior colleagues, and/or manage an account team delivering day-to-day support
Requirements
- Gr12 (Matric)
- FSCA Approved NQF Level 5 Qualification
- FAIS Compliant
- Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
- A valid Driver’s licence and your own car
- A clear criminal and credit check
- Proven computer literacy (MS Office suite)
- Excellent communication skills (written and verbal)
- Previous Managerial experience
- Knowledge and exposure to Group Schemes advantageous
- (Internal) Successful completion of MODP (This applies for applicants who have previously worked for Old Mutual)
- (External) Managerial qualification – advantageous
Benefits
- Continuous Professional Development – All cycles
- Class of Business
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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