Sales & Distribution Specialist

Senafs; Gauteng; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance company in South Africa is seeking a Sales and Distribution Specialist to drive sales growth and enhance customer satisfaction. The successful candidate will have expertise in B2B sales, particularly in long-term insurance, and will focus on building lasting relationships with clients. Candidates should possess strong analytical and communication skills, and have a proven track record in client relationship management. This role offers an opportunity to contribute significantly to the growth of the company and help clients secure their financial future.

Qualifications

• Degree in business, finance, or a related field preferred
• Regulatory Examination Certification level 1 or 5 (RE 1 or 5) required
• Minimum 3 years of experience in Sales and distribution or related fields
• Proven experience in Client Relationship Management

Responsibilities

• Drive sales growth and ensure high customer satisfaction
• Build and maintain strong relationships with key clients
• Create and implement effective sales strategies
• Prepare and deliver presentations to clients
• Ensure compliance with regulations and company policies

Skills

Sales Experience and value proposition presentation

Excellent communication and negotiation skills

Proven experience in B2B sales, preferably in the insurance sector

Strong understanding of Long-Term Insurance products

Ability to build rapport and trust with clients

Detail oriented and analytical skills

Ability to solve complex problems and data management

Business acumen and excellent communication skills

Ability to lead team, mentor and train team members

Proficient in Microsoft Office and relevant software

Ability to handle confidential and sensitive information

Strong organisational and time management skills

Education

Degree in business, finance, or a related field

Regulatory Examination Certification level 1 or 5 (RE 1 or 5)

Tools

Microsoft Office

Adobe

Excel

Outlook

PowerPoint

Job description

Sales and Distribution Specialist

Purpose of the Job

Reporting directly to the Head of Distribution, the Sales and Distribution Specialist will be instrumental in generating sales, expanding our client base, and retaining existing clients by delivering exceptional customer service.

We are looking for an experienced B2B salesperson with a strong focus on long-term insurance who will develop and manage relationships with businesses to promote our comprehensive insurance solutions and services.

Your responsibilities will include driving sales growth and ensuring high levels of customer satisfaction while demonstrating in-depth knowledge of all Sena products and services.

Key Duties

Sales Strategy Development

Create and implement effective sales strategies to promote Sena products and services. Analyze data and customer needs to optimize offerings. Identify and target potential business clients in need of long-term insurance and COID solutions. Conduct market research to understand industry trends and client needs.

Client Relationship Management

Build and maintain strong relationships with key clients and stakeholders. Address client inquiries and resolve issues related to fund transfers efficiently.

Performance Monitoring

Track sales performance metrics and prepare regular reports for management. Evaluate the effectiveness of sales tactics and make necessary adjustments.

Collaboration

Work closely with finance, compliance, and operations teams to ensure smooth fund transfer processes. Collaborate with marketing to develop promotional materials and campaigns.

Sales Presentations

Prepare and deliver compelling presentations to prospective clients, illustrating the benefits of our insurance products. Tailor presentations to address specific client concerns and requirements.

Regulatory Compliance

Ensure all sales activities comply with relevant regulations and company policies. Stay updated on industry regulations and trends in the Insurance industry.

Competencies

Sales Expertise :

Proven experience in sales, particularly in financial services or employee benefits.

Leadership Skills :

Strong leadership capabilities to remain self-motivated and achieve sales targets.

Analytical Skills :

Ability to analyze data, sales metrics, and client feedback to inform decision‑making.

Communication Skills :

Excellent verbal and written communication skills for effective client interactions and team collaboration.

Problem‑Solving Skills :

Strong ability to identify issues and implement effective solutions quickly.

Customer‑Centric Approach :

Focused on understanding and meeting client needs to enhance satisfaction and loyalty.

Technical Proficiency :

Familiarity with fund transfer systems and financial management software. Provide outstanding and responsive customer support.

This role is crucial for driving the growth of compensation fund transfer services and ensuring that the team meets the needs of clients in a competitive market.

This role offers an exciting opportunity to contribute to the growth of our business while helping clients secure their financial future through our insurance products.

Skills

• Sales Experience and value proposition presentation
• Excellent communication and negotiation skills
• Proven experience in B2B sales, preferably in the insurance sector.
• Strong understanding of Long‑Term Insurance products
• Ability to build rapport and trust with clients.
• Detail oriented and analytical skills
• Ability to solve complex problems and data management
• Business acumen and excellent communication skills
• Ability to lead team, mentor and train team members
• Proficient in Microsoft Office and relevant software to manage membership administration
• Ability to handle confidential and sensitive information
• Strong organisational and time management skills

Experience Requirements

• A degree in business, finance, or a related field is preferred.
• Regulatory Examination Certification level 1 or 5 (RE 1or 5)
• Proven experience in B2B sales, preferably in the long‑term insurance industry
• Proven experience in Client Relationship Management
• Minimum of 3 years of experience in Sales and distribution, or related fields.
• Proficient in Adobe, Word, Excel, Outlook, and PowerPoint and reporting tools.
• Strong communication skills and Customer‑centric.