Account Executive TALENT POOL MMH251118-4

Momentum; Sandton; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial services provider is looking for an experienced Account Executive to manage client portfolios and foster relationships. This mid-senior level role requires strong skills in client relationship management and sales techniques, with a focus on delivering excellent service to brokers. Ideal candidates will have at least 3-5 years of relevant experience and necessary qualifications in financial services. Full-time position located in Sandton, Gauteng.

Qualifications

• Minimum 3-5 years experience as an Account Executive or in sales/customer service roles.
• Proven track record in corporate and broker relations.
• Experience in analysing client requirements and preferences.

Responsibilities

• Maintain client portfolios and foster client relationships.
• Identify and pursue new business opportunities.
• Deliver comprehensive service to broker network.
• Promote service-related initiatives to clients and brokers.

Skills

Client Relationship Management (CRM)

Understanding of financial concepts

Consultative selling techniques

Market research methodologies

Broker relations experience

Education

Matric (Grade 12) Certificate

Wealth Management certificate

Financial Advisory and Intermediary Services (FAIS) / Regulatory Exam (RE)

Diploma in Marketing/Business Management

Tools

Salesforce

Job description

Account Executive TALENT POOL MMH251118-4

Join to apply for the Account Executive TALENT POOL MMH251118-4 role at Momentum.

To maintain client portfolios by fostering relationships with clients and brokers, whilst overseeing medical schemes administration, compliance and resolving queries.

Requirements

• Matric (Grade 12) Certificate is essential.
• Wealth Management certificate is advantageous.
• Financial Advisory and Intermediary Services (FAIS) / Regulatory Exam (RE) accreditation is advantageous.
• Diploma in Marketing/ Business Management and or equivalent relevant qualification is advantageous.
• 3 - 5 years demonstrated track record as an Account Executive or in comparable sales/customer service roles.
• Demonstrated experience in corporate and broker relations.
• Experience overseeing multiple accounts and capitalising on new business opportunities.
• Experience in analysing client requirements and preferences.
• Knowledge in utilising Client Relationship Management (CRM) software, (e.g., Salesforce)
• Sound knowledge on Medical Schemeand Health Insurance products,policies, procedures and processes.
• Familiarity with various sales techniques, such as consultative selling, objection handling and closing strategies.
• Understanding of financial concepts, such as pricing, profit margins, and budgeting, to analyse the financial implications of business decisions and develop competitive pricing strategies.
• Knowledge of market research methodologies to gather insights into customer preferences, competitor analysis, and industry trends, aiding in the development of effective sales strategies.
• Understanding of the industry, including market trends, competition, and regulatory environment.

Duties and Responsibilities

Process

• To optimise efficiency and client satisfaction, diligently adhere to scheduled appointments, record them accurately, and promptly arrange alternatives while maintaining effective communication with the designated manager and brokerage, fostering a professional image and contributing to the organisation's success and growth.
• Take a proactive approach in identifying lucrative business opportunities, potential weaknesses, and the competitive landscape within the market, effectively sharing leads with the appropriate stakeholders for further management and strategic action, contributing to the organisation's sustained growth and competitive advantage.
• Deliver a comprehensive service to the broker network, seamlessly covering existing and new business initiatives along with related activities, while strictly adhering to the Service Level Agreement per client, ensuring exceptional client satisfaction and fostering long-term partnerships for sustained business growth.
• Assume responsibility for promoting all service-related initiatives introduced by the organisation to clients and brokers, actively engaging with stakeholders to increase awareness and participation, thereby enhancing the organisation's value proposition and bolstering its brand reputation.
• Ensure an ample supply of necessary stationery for the administration process at pay points, ensuring seamless operations and efficient handling of tasks to support the overall effectiveness and productivity of the organisation.
• Exhibit office-bound responsiveness by promptly attending to queries, addressing emails, providing timely feedback to members, and efficiently managing administrative duties when no appointments are scheduled, ensuring smooth operations and exceptional customer service delivery.
• Identify and pursue upselling and cross-selling opportunities within existing client accounts to increase revenue.
• Ensure strict adherence to the prescribed workflow process when submitting queries to internal consultants for investigation, promoting efficient communication and problem-solving to expedite resolutions and enhance overall workflow effectiveness.

Client

• Actively participate in all relevant meetings, including AGM and scheme-related service meetings, contributing to effective communication and collaboration, and staying informed about key developments and initiatives within the organisation.
• Efficiently arrange and schedule service meetings with clients, ensuring seamless coordination and engagements.
• Produce regular reports to clients, taking the lead in initiating, generating, and facilitating reports and providing valuable insights to support informed decision-making and strengthen client relationships.
• Cultivate and nurture strong client relationships by proactively fostering open and collaborative communication, leading to enhanced client loyalty and sustained business partnerships.
• Organise informative presentation sessions and member education sessions at all pay points, conducted at least once a year, to promote member awareness and understanding of benefit designs and managed care products.

People

• Promoting accurate and reliable data for informed decision-making and smooth operational processes.
• Organise and schedule workshops for members in collaboration with relevant stakeholders, ensuring a comprehensive understanding of admin procedures and company product offerings.
• Proactively communication with relevant stakeholder to provide industry information, support, and assistance in addressing changes and operational requirements.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.

Finance

• Adhere to the allocated budget for client entertainment, travel, and other financial aspects, ensuring responsible financial management.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect.
• Provide input into the risk identification processes and communicate recommendations in the appropriate forum.

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Sales and Business Development