Relationship Consultant
Core
Execute account development strategies and sales business plans to achieve medium-sized sales targets for retirement funds and insurance schemes.
Role type
Mid-level Relationship Consultant (Sales & Account Management)
Builds
Orion Namibia Retirement Funds and GAP schemes
Domain
Insurance and Retirement Funds in Namibia
Deliverable
client delivery | product features
Required skills
Data analysis, financial advice, sales execution, relationship management, document preparation, regulatory compliance, agenda/presentation preparation, client query resolution, product training coordination, reporting management
Preferred skills
Business/marketing qualification, experience in insurance/retirement fund industry, proficiency in local languages
Technologies
Sales software, database reporting tools
Responsibilities
Conduct research and data analysis for key themes; provide specialist advice on policies and procedures; prepare documents and analytics reports; manage customer relationships and collect feedback; handle financial advice processes; sell simple products and services; maintain knowledge of regulatory codes; develop personal capabilities through training; assist in managing retirement funds and schemes; prepare meeting materials and quotes; collaborate with teams to grow client base
Seniority
Mid-level, hands-on IC