Technical Sales Specialist
Pro Tem
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Job summary
ASI Financial Services is seeking a results‑driven Technical Sales Specialist focusing on Risk and Retirement to support sales, design retirement and group risk solutions, and provide clear client guidance. The role involves translating complex benefits into actionable recommendations for clients.
The ideal candidate will have strong presentation skills, a solid understanding of retirement funds and group benefits, and experience in preparing client-ready proposals and market analyses.
Qualifications
- Matric essential.
- Qualification in Employee Benefits, Retirement Funds, Insurance, Financial Planning, Finance, Business, Commerce, Economics or related field advantageous.
- NQF Level 5 qualification in financial planning/wealth management or insurance advantageous.
- RE5 or other regulatory examination advantageous.
- Three to six years' experience in retirement-fund consulting, group risk insurance, life assurance or related financial-services environment.
- Experience preparing client presentations, proposals and market analyses.
- Experience analysing retirement-fund arrangements, pricing, underwriting terms and benefit structures.
- Experience with retirement-fund administrators, insurers or benefit consulting businesses advantageous.
Responsibilities
- Support senior sales consultants with retirement-fund, group risk, life assurance and related employee-benefit opportunities.
- Assist in understanding client needs, demographics and existing benefit structures.
- Provide technical input into proposed risk and retirement solutions.
- Assist with proposals, fund and policy analysis and provider assessments.
- Prepare client-ready presentations, proposals and recommendations.
- Contribute to developing integrated employee-benefit solutions balancing cost, value and employee needs.
- Prepare and support risk and retirement presentations for clients.
- Translate technical information into clear messaging for clients.
- Support the preparation of executive summaries and illustrations.
Skills
Education
Job description
JOB SPECIFICATION
Technical Sales Specialist -- Risk & Retirement
ASI Financial Services
Position Technical Sales Specialist -- Risk & Retirement
Function Business development / technical sales support
Remuneration R500,000 per annum- R30000-R40000 PM
Priority URGENT
My client is a Financial Services is South Africa's leading independent advisory firm in Health, Wellness, Insurance, Wealth, Retirement, and Investment solutions. As a Level 1 B-BBEE accredited organisation, committed to Building Wealth and Changing Lives. With over 7,300 business clients and management of R150 billion in insurance premiums and assets under advice, ASI has made a meaningful impact on more than 2.4 million lives. The company is dedicated to providing exceptional client service while helping South Africans secure a better financial and wellness future.
The Technical Sales Specialist -- Risk and Retirement is responsible for supporting the risk and retirement sales function with technical product knowledge, market insight, solution design, proposal support and client presentation capability.
The role supports the senior risk and retirement sales function by assisting with retirement funds, group risk benefits, life assurance, disability benefits, funeral benefits and related employee-benefit opportunities.
The successful candidate must be commercially minded, technically competent and comfortable translating complex risk, insurance and retirement-fund information into clear client-facing recommendations.
Matric essential.
Relevant qualification in Employee Benefits, Retirement Funds, Insurance, Financial Planning, Finance, Business, Commerce, Economics or a related field advantageous.
Relevant industry qualifications, including an NQF Level 5 qualification in financial planning, wealth management, employee benefits or insurance, advantageous.
RE5 or other applicable regulatory examination advantageous.
Three to six years' experience in retirement-fund consulting, group risk insurance, life assurance, employee benefits, broker consulting or a related financial-services environment.
Experience preparing client presentations, proposals, benefit comparisons, policy reviews or market analyses.
Experience analysing retirement-fund arrangements, group risk policies, pricing, underwriting terms and benefit structures.
Experience in corporate employee benefits advantageous.
Experience working with retirement-fund administrators, insurers, investment providers or employee-benefit consulting businesses advantageous.
Support senior sales consultants with retirement-fund, group risk, life assurance, disability, funeral and related employee-benefit opportunities.
Assist in understanding client needs, employee demographics, existing benefit structures and risk requirements.
Provide technical input into proposed risk and retirement solutions.
Support benefit comparisons, fund and policy analysis, provider assessments and product recommendations.
Assist with preparing client-ready presentations, proposals and recommendations.
Support the development of integrated employee-benefit solutions that appropriately balance cost, value, sustainability and employee needs.
Prepare and support risk and retirement presentations for prospective and existing clients.
Translate technical, actuarial, investment and insurance information into clear, practical and commercially relevant messaging.
Support sales meetings by explaining retirement-fund structures, group risk benefits, contribution models, insurance options and provider value propositions.
Assist with responding to client questions, technical objections and requests for additional information.
Ensure proposals are accurate, professional and aligned with standards.
Support the preparation of executive summaries, benefit illustrations and recommendation reports.
Conduct retirement-fund, group risk, insurance and employee-benefit market research.
Compare provider options, benefit structures, pricing, underwriting terms, investment options, administration models and service propositions.
Support market analysis for fund reviews, policy renewals and benefit-restructuring exercises.
Monitor retirement, insurance, investment and employee-benefit market developments.
Provide useful insights to strengthen client recommendations and differentiate offering.
Assist with benchmarking client benefits against relevant industries, employee demographics and market practices.
Support opportunities through key sales stages, including qualification, meetings, market analysis, presentations, close and handover.
Assist with documentation, employee data, policy information and other inputs required to progress deals.
Work with sales, consulting, servicing, administration and operations teams to ensure a smooth handover after deal closure.
Help improve conversion from opportunity to signed mandate.
Provide technical support where sales opportunities stall due to product, fund, pricing, underwriting or regulatory complexity.
Add high-quality leads to the pipeline for team conversion.
Assist in identifying decision-makers, benefit gaps and commercial opportunities within prospective and existing clients.
Assist in developing retirement-fund solutions for clients, including pension, provident, umbrella and preservation arrangements where applicable.
Support the analysis of contribution structures, benefit design, investment options, administration services and governance arrangements.
Assist with fund comparisons, provider reviews and retirement-benefit benchmarking.
Support proposals relating to new retirement-fund arrangements, fund transfers, benefit restructures and provider changes.
Help position retirement planning and financial wellbeing as part of ASI's broader employee-benefit and advisory offering.
Identify retirement-fund cross-sell and optimisation opportunities within existing clients.
Assist in developing group risk solutions, including group life, disability, income protection, critical illness and funeral benefits.
Support the analysis of benefit structures, premiums, free-cover limits, underwriting requirements, exclusions and policy terms.
Assist with insurer comparisons, renewal negotiations and alternative benefit-model assessments.
Support the preparation of risk-benefit recommendations that are appropriate to the client's workforce profile and affordability requirements.
Identify gaps in existing group risk arrangements and recommend appropriate solutions.
Help identify cross-sell opportunities across retirement, insurance, healthcare, wellness and other employee-benefit services.
Support risk and retirement-related tender responses where required.
Assist with technical content for public-sector, state-owned entity and large corporate proposals.
Provide input where clients have international, expatriate or cross-border retirement and group risk requirements.
Support the evaluation of local and international provider options where relevant.
Ensure technical content is accurate, relevant and aligned with client and tender requirements.
Ensure all technical support activity, proposal work, client notes and opportunity updates are captured in CRM.
Maintain documentation linked to relevant opportunities.
Support accurate reporting of pipeline movement and deal progress.
Assist in improving sales data quality and opportunity tracking.
Ensure relevant Letters of Consent, market analyses, presentation documents, Letters of Appointment and handover records are uploaded to CRM.
Support compliance with ASI's sales operating system and documentation requirements.
Strong understanding of retirement funds, group risk insurance, life assurance, disability, funeral and related employee-benefit solutions.
Understanding of pension, provident, umbrella and other retirement-fund structures.
Ability to interpret benefit structures, contribution models, insurance pricing, policy terms, provider options and client requirements.
Ability to analyse underwriting terms, free-cover limits, exclusions, waiting periods and benefit definitions.
Understanding of retirement-fund administration, investment options and member communication principles.
Strong presentation and proposal-writing skills.
Ability to simplify technical, insurance, retirement and investment information for clients.
Commercial awareness and a revenue-growth mindset.
Good analytical and benchmarking capability.
Strong attention to detail.
Confident client-facing communication.
Ability to work with sales, consulting, actuarial, investment, servicing, administration and operations teams.
CRM and administration discipline.
Understanding of applicable retirement-fund, insurance, financial-services and employee-benefit regulatory requirements advantageous.
Tender, government and international exposure advantageous.
Knowledge of the Pension Funds Act, FAIS requirements and relevant FSCA standards advantageous.
Technically strong
Client-centric
Commercially minded
Detail-oriented
Clear communicator
Confident presenter
Analytical
Collaborative
Reliable under pressure
Structured and organised
Solutions-focused
Able to work with both salespeople and technical specialists
Comfortable working with complex data and benefit structures
Able to manage multiple proposals and deadlines simultaneously
Technical support quality: Accuracy and usefulness of risk and retirement input.
Proposal support: Number and quality of proposals and presentations supported.
Pipeline support: Opportunities progressed through Letter of Consent, market analysis, presentation, Letter of Appointment and handover.
Conversion contribution: Contribution to improved close rates and signed mandates.
Market analysis: Quality of benchmarking, provider comparisons and benefit analysis.
Turnaround time: Speed and reliability of technical deliverables.
Client feedback: Quality of client-facing support and presentation input.
CRM discipline: Completeness of Zoho records and supporting documentation.
Retirement growth: Contribution to retirement-fund pipeline and revenue.
Group risk growth: Contribution to group risk, life, disability and funeral-benefit pipeline and revenue.
Cross-selling: Identification and progression of opportunities across ASI's broader employee-benefit offering.
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