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  • Posted: Jan 10, 2023
    Deadline: Not specified
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    At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for know...
    Read more about this company

     

    Branch Manager: Kimberly

    Purpose

    To plan, manage and monitor the implementation of branch management activities and processes in order to deliver on approved operational plans in an effective and efficient manner.

    Minimum Experience

    • 3 - 5 years experience in a similar environment, of which 1 - 2 years at junior management level

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

    Additional Minimum Qualifications

    Outputs

    Process

    • Develop market position through the identification of target markets, building relationships and negotiating and closing business deals.
    • Plan for, manage and ensure the effective administration of area related support services in alignment with team and individual performance objectives.
    • Manage business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
    • Ensure customer understanding of org. brand messages, products and services in order to facilitate messages appropriately and successfully.
    • Manage branch operations.
    • Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
    • Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
    • Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

    Customer

    • Manages to ensure service excellence in support of Treating the Customer Fairly (TCF) principles to build positive relationships and creates opportunities for exceptional service delivery.

    Finance

    • Identify solutions to enhance cost effectiveness and increase operational efficiency.
    • Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

    Learning and Growth

    • Manage teams within the context of defined processes, set required performance parameters and act as technical coach where required.
    • Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

    Governance

    • Create awareness to ensure the effective implementation of changes in policy, laws, regulations and associated industry practices.
    • Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

    Competencies

    Liberty Values

     

    Technical Competencies

    • Legal Compliance (Sales) (Intermediate)
    • Risk Awareness (Intermediate)
    • Sales life cycle management (Proficient)
    • Conflict Resolution (Intermediate)
    • Efficiency improvement (Intermediate)
    • Functional Policies and Procedures (Intermediate)
    • Operations Management (Proficient)
    • Product and/or Service Knowledge (Intermediate)
    • Sales management (Proficient)
    • Budgeting and Expenditure Control (Intermediate)

    Behavioural Competencies

    • Persuading and Influencing (Intermediate)
    • People Management and Empowerment (Intermediate)
    • Interpersonal Effectiveness (Intermediate)
    • Problem Solving and Analysis (Intermediate)
    • Strategic Insight and Capability (Intermediate)
    • Teamwork and Cooperation (Intermediate)
    • Judgment and decision making (Intermediate)
    • Communicating with Impact (Intermediate)
    • Relationship Management and Networking (Intermediate)
    • Customer Orientation (Intermediate)

    go to method of application »

    Senior Specialist: Technical Services

    Purpose

    To provide advice in the development & implementation of planning & associated processes, methods and techniques; enabling the maintenance & support of the use of non-production environments through the provisioning of data, test packs & batch runs.

    Minimum Experience

    • 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

    Minimum Qualifications

    • Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

    Additional Minimum Qualifications

    Outputs

    Process

    • Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.

    • Use practical knowledge and theoretical guidelines, to diagnose area of specialisation problems and generate workable solutions.
    • Advise on and maintain mainframe data files in development; creating new files and modify existing files as per user requirements.
    • Effectively execute batch jobs in the non-production environments; on request and to simulate production schedules.
    • Extract or copy data for use by development and testing resources and maintain the viability of data by doing refreshes and re-extracts.
    • Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
    • Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
    • Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.

    Customer

    • Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
    • Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

    Finance

    • Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.

    Learning and Growth

    • Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

    Governance

    • Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.

    Competencies

    Liberty Values

    Technical Competencies

    • IT Systems (Proficient)
    • Trouble Shooting Ability (Proficient)
    • Technical Analysis (Proficient)
    • Data Management (Proficient)
    • Research and Information Gathering (Intermediate)

    Behavioural Competencies

    • Professional/Technical learning (Intermediate)
    • Analytical Thinking (Intermediate)
    • Relationship Management and Networking (Intermediate)

    go to method of application »

    Senior Specialist: Business Development Manager Risk Products JHB

    Purpose

    This role creates the opportunity for the successful candidate to provide specialist advice and support to ensure the growth of new risk product sales together with the retention of the existing risk business. This is accomplished by formulating and executing a regional plan identifying opportunities to grow the business by growing the knowledge and understanding within the region of financial planning principles together with risk product knowledge of the inhouse risk solutions in the various distribution channels (IFA , LAP & SBFC).

    The successful candidate will be a part of the regional Sales Enablement team – a dynamic team that is passionate about people development and creating a strong learning environment through their various specialist skills to positively impact the flow of new business.

    Minimum Qualifications and Experience

    • At least 5 years in a Sales related/Business Development role
    • Matric
    • Bachelor's Degree (preferably majoring in commerce or Law)
    • CFP will be highly advantageous

    Key Responsibilities

    • Enable Sales for all Alternative Distribution sales function.
    • Develop Risk product knowledge (own and competitor products)
    • Develop suitable and relevant MI for risk business development
    • Utilise customer segment intelligence in campaigns.
    • Create and maintain awareness of campaigns, opportunities and updates via appropriate media.
    • Supporting the sales management and -force with specialist product insights on own and competitor products.  Including market research, trending matters and properly planned joint calls.
    • Implementation of all business strategy drivers and operational requirements. 

    Method of Application

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