KEY ACCOUNTABILITIES

 

Core competencies, knowledge, and experience

 

Business Acumen

Understands how the business operates, what the key issues and risks are that drives business success; and how they impact on the commercial viability of potential ventures and the profitability of Metropolitan Lesotho and Group.

​

Client Commitment

Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.

 

Prospecting and Lead Generation

Proactive in finding potential customers. This involves leads generation, networking, and leveraging various sources to identify and target potential clients.

 

Resilience and Persistence

Maintain a positive attitude, bounce back from rejection, and stay persistent in pursuing leads and closing deals.

 

Ethical Conduct

Maintaining high ethical standards and must build trust with customers by being honest, transparent, and ethical in all interactions.

 

Impact and Influence

Persuades, convinces, influences and inspires others, both within Metropolitan Lesotho and externally to win support, loyalty and gain commitment to the purpose of the business.

 

Analytical Skills

Analyse sales data and performance metrics to help identify trends, assess their strategies' effectiveness, and make data-driven decisions to improve performance.

 

Problem Solving

Identify client’s concerns and provide solutions or alternatives demonstrates problem-solving skills. Application of creative thinking to meet unique clients requirements.

 

KEY AREAS OF RESPONSIBILITY

• Engage with prospective clients in order to highlight the features and benefits of various products based on their financial wellness needs in order to support and guide their decision-making process.

• Sell products in line with client’s financial needs by conducting affordability analysis in order to achieve clients’ financial goals.

• Achieve set targets on production, quality and conversion.

• Adhere to compliance requirements in the sales process in line with legislative requirements.

• Provide financial advice in line with the engagement strategy to enhance client’s financial wellness.

• Investigate client queries within the agreed service level and ensure that client receives timeous feedback.

• Escalate client queries to the relevant department or stakeholder.

• Provide accurate information and advice to clients and stakeholders in order to ensure that the client receives the appropriate services.

• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall customer targets.

• Provide authoritative, expertise and advice to clients and stakeholders.

• Build and maintain relationships with clients and internal and external stakeholders.

• Make recommendations to improve client service and fair treatment of clients within area of responsibility.

• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

• Proactively build and maintain client relationships by presenting our innovative and trustworthy product offerings through professional and credible Financial Advisory services.

 

KEY ATTRIBUTES

• Sense of urgency

• Analytical thinking

• Commercial thinking and business acumen

• Presentation and facilitation skills

• Influencing

• Planning and Organizing

• Interpersonal Relationships

​

QUALIFICATION AND EXPERIENCE

Diploma in Business Management or equivalent qualification,

 

Certificate of proficiency in Insurance

2 years related Field sales experience in long-term insurance with Proof of success.