Direct Sales Consultant / Employee Benefits Specialist

Direct Sales Consultant / Employee Benefits Specialist (EE)

Role Overview:

This role markets services and products to individual high net-worth clients and is individually accountable for achieving results through own efforts.

1. Marketing
   • Builds and develops a pipeline of prospective clients in the Corporate space.
   • Maintains a SMART database of pipeline of new and existing clients.
   • Markets our service & products to corporate clients.
   • Markets and consults on our products as well as the competitor products under agreement with us.
2. Personal Effectiveness
   • Accepts and lives the company values.
   • Accountable for service delivery through own efforts.
   • Collaborates effectively with others to achieve personal results.
   • Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months.
   • Makes increased contributions by broadening individual skills.
3. Sales/ Productivity
   • Develops an action plan around how to deliver inflow budget.
   • Provides advice and consults on a wide range of products & investments to corporate clients.
   • Realizes sales of corporate products in pipeline.

Key Requirements:

• A minimum of 3 years relevant experience
• Relevant B Degree or equivalent
• FAIS compliance – please verify before sending through to us
• RE5 qualification
• CFP is preferred/advantageous

Competencies:

• Strategic
• Leading with Influence
• Innovation (Perspective)
• Execution
• Customer First
• Personal Mastery (Learning)
• Collaboration (Relating)