Job Description

Key Responsibilities:

• Proactively identify opportunities for new business.
• Generate and close new business deals based on referrals.
• Implement and manage client onboarding processes.
• Develop professional expertise and apply company policies to resolve issues.
• Understand team and customer needs to align strategies.
• Network and promote the Level Up brand, building strong relationships in the Employee Benefits industry.
• Conduct client research to prepare for future interactions.
• Build trusted relationships with clients using effective questioning and influencing skills.
• Collaborate closely with client management and bid management teams.
• Effectively manage the sales pipeline to achieve budgeted revenue targets.
• Work collaboratively in cross-functional teams.
• What Makes Our Client Unique:
• Our client offers a supportive culture where colleagues assist each other across various geographies and solution lines. We provide the tools and experience necessary to drive excellent client outcomes while fostering personal and career growth.

• Minimum Grade 12 or equivalent; a Bachelor's degree preferred.
• Must be registered as a representative with the FSB under the FAIS Act.
• Advantageous: NQF5 Wealth Management/Healthcare experience and Retirement fund consulting experience.
• Knowledge and Skills:
• Strong technical knowledge to articulate solutions to clients.
• In-depth understanding of industry strategies and company goals.
• Proficient in MS Word and Excel.

• Enthusiastic, energetic, and confident.
• Client-oriented with strong numerical and computer skills.
• Aggressive new business mindset; decisive and responsible.
• Excellent interpersonal skills; ability to work independently under pressure.
• Self-starter with effective planning skills to manage a large client portfolio.

• Minimum of 7-10 years in a similar role within Healthcare and/or Retirement Funding.
• Proven sales background with a strong track record.
• High work ethic and ability to maintain confidentiality.

Level-Up