Job Description

Closing Date 2024/04/07
Reference Number MMH231206-31
Job Title Sme Sales Advisor
Position Type Permanent
Role Family Sales
Cluster Metropolitan Life
Remote Opportunity None of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Sandton
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group,the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings,protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms Momentum Metropolitan provides practical financial solutions for people, communities and businesses. Visit us a www.momentummetropolitan.co.za.Business context

• A new channel has been introduced and will scale appropriately as growth allows inaccordance with breaking into the Small Medium Enterprise market.
• The team comprises of 12 advisors that will in future report to regional branch or business development managers. The Senior Sales Manager is overall accountable for the success of the function. SME group funeral and life solutions.
• Conducting a proof of concept to test the new market segment and products and solutions resonance to the SME customers.

The initial focus for Metropolitan Franchise is to perform sales. Serving and administration will be performed by the partner for the period of the POC. The intention of using the partner platform is to help penetrate the SME market quicker through the mutual agreement of the two companies. Further development of the platform and/or additional Metropolitan products and solutions will be invested in post POC.
Role PurposeThe SME Sales Advisor is responsible for generating revenue and achieving sales targets by selling Metropolitan solutions to small and medium-sized businesses, with emphasis on building strong relationships, understanding stakeholder business needs, and providing solutions that meet those needs.
Requirements

• Matric / equivalent NQF4qualification
• Tertiary qualification / degree
• Product and solution competence
• FAIS requirements based on DOFA date
• Industry specific knowledge
• 2 to 5 years of industry related experience
• Demonstrated experience in salesand advisory capacity
• Proven track record in maintainingcorporate clients and face to faceengagements
• Verbally and numerical fluency
• Planning and time management
• Relationship management andeffective stakeholder engagement
• Demonstrate sales behaviours(deal with difficult clients,competitive, achieving, persistent)
• Be entrepreneurial (set ambitioustargets, self-reliant, financialprosperity in high risk

environment, autonomy)
Duties & Responsibilities

• Understand the Group Life and Group Funeral products and solutions offered by the organisation and keep up-to-date with industry trends and advancements.
• Initiate a plan of action to target identified Small Medium Enterprise owners and stakeholders to effectively create interest in proffered solutions.
• Identify and contact potential SMEs through various methods, such as cold-calling, networking, and referrals.
• Track and measure sales performance through meeting or exceeding weekly sales targets.
• Build relationships with SMEs takeholders to understand their needs and provide viable

interest and uptake on the saleable solution options. * Analyse client needs and identify opportunities for upselling or cross-selling products and services.

• Successfully navigate the policy administration system platform to exhibit business solutions

with finesse, providing excellent customer service throughout the sales process, displaying a
deep understanding of the solutions, and resolving possible issues in the process. * Provide product presentations and demonstrations to stakeholders, showcasing the benefitsand features of the solutions. * Generate quotes for SME stakeholders using the policy administration system platform andmanage renewals to retain clients across the annual contract period. * Actively manage scheduled visits with SME stakeholders and maintain strong relationshipsthrough regular follow-ups and continuous engagement. * Produce reports that track sales activity and progress, including updates on successful salesand pipeline forecasts. * Collaborate with the sales team to identify ways to increase sales revenue and achieve organisational goals.Competencies

• Examining Information
• Providing Insights
• Articulating Information
• Interpreting Data
• Generating Ideas
• Managing Tasks
• Developing Expertise
• Exploring Possibilities

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan