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.
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.
Experience Required: 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.
Responsibilities
- 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.
- Ensure that underwriting practice and rules are fully understood and appreciated.
- Resolve any new business and servicing obstacles 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 solve problems, determine root-cause, and apply solutions in line with guidelines.
- Plan for own task execution and advise on improvements related to area of specialisation.
Customer Responsibilities
- Provide sound consulting services and recommendations based on customer needs, current information and trends.
- Inform, educate and up-skill partners in sales and relationship management capabilities.
- Provide a basic competitor analysis that enables a better understanding of relative product value.
- Provide opportunity plans and insights to advisory partners on existing and new marketing opportunities.
- Develop insights into client needs and solutions that enable trust and confidence in support interactions.
- Ensure understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles.
Finance Responsibilities
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth Responsibilities
- Interact proactively with others for continuous knowledge sharing.
- Contribute positively to area-specific knowledge improvement.
Governance Responsibilities
- Comply with governance and compliance procedures and continuously identify and escalate risks.
Liberty Values
- Research and Information Gathering (Basic)
- Insurance principles and practice (Intermediate)
- Reporting and Interpretation (Basic)
- Customer Advice (Technical) (Basic)
- Insurance products and services (Intermediate)
- 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, preference will be given to suitable candidates from designated groups.
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.
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