Senior Direct Sales Consultant
Old Mutual
Total years of experience :18 years, 0 Months
In my current role, my key responsibilties are to build and develop a pipeline of Prospective clients in the Corporate space; to close deals and achieves sales targets whilst actively participating in the achievement of team sales targets.
As a consequence I network extensively to develop strong relationships with key individuals at corporations both in the Private and Public sector.
To Understand markets, economic and political opportunities and deals with environmental threats. (Market management)
To Manage profitability & delivery of new business.
Strong relationship and networking focus.
Manage and minimise business risk.
Ensure Financial Services Industry regulations are adhered to.
Accountable for the recruitment and selection process
Some of my Key responsibilities are:
- Investigate key strategic priorities.
- Support strategy implementation in the business.
- Guide and direct staff to achieve operational excellence standards
- Review sales turnover for reports with Trainee FPs
- Ensure all required management information for franchisor is correctly completed
My primary purpose currently is to assist in achieving the new License revenue and Support contracts for Gijima SAP All-in-One by focusing on sales in the Public sector.
Im also responsible for identifying and qualifying opportunities within the scope of assigned accounts in order to maintain a healthy opportunity pipeline on an on-going basis.
Another function in terms of support is to maintain close relationships with SAP specialising in either the territory or industry sector and jointly develop plans, demand generation activities and strategic plans that result in successful quota attainment and pipeline growth for each financial period.
As my focus is Local & Provincial Government, with regards the procurement process, I am responsible for the Co-ordination of Tenders, delivering of bids, reporting on competitive bids and offerings as well as the conducting of presentations to evaluation committees and assisting in the negotiating of contracts
Responsibilities: The above company traded under the name of 'Per Ragazzi' and specialized in Men's Formal Clothing with a specific leaning to Bespoke clothing. My main role was to bring the company from Idea into a formal enterprise. Functions I carried out included design and drafting of full Business Plan, Sourcing of Start-up funding, interacting with Venture Capitalists, Banks and Government Finance Institutions. Other functions for which I was responsible were total design and implementation of the Marketing plan, design of and placing of marketing advertisements, the drafting of the company's website material and liaising with Web designers with regards to the design and activation of the website. Also, I managed the organization, from the identification of store product and the securing of either finished goods and/or raw materials from the relevant suppliers, to the recording and tracking of all business transactions. Liaised with both accounting service providers as well as Regulatory bodies. I also assisted In-store with sales and merchandising
Responsibilities: My main function was to source New Business and to Development Markets from an Employee benefits perspective i.e. Risk, Investments and Administrative appointments, from within the Parastatal, Union and Government environment. However, many of my leads were still generated from within the Corporate Sector.
Over and above this sales function, I have also acted as the account manager from a Sanlam Group perspective for two highly valued clients, with the main aim of establishing and solidifying relationships with key decision-making individuals so as to generate deal-flow to ALL Sanlam Limited business units.
Achievements
Negotiated & Secured a Risk Scheme worth R12million per Annum in premiums; Secured R50 million Money Market Fund investment from SAPPI Pension Fund;
Negotiated & Secured R185 million Structured Fund placement from SA Eagle Pension Fund;
Secured R45 million asset placement from Copalcor;
Successfully defended and protected Administration fees worth over R3million per annum;
Managed a team of consultants and administration staff
Responsibilities/
Achievements:
Assist clients in providing employee benefit solutions to suit their needs whilst achieving the profit objectives of Company
To perform lead Sales and Business Development Functions to meet Company Sales Targets and profitability
Maintain/grow Profitability, Client service, market-related knowledge, management of admin and accounting function on Funds
Ensure agendas for Trustees meetings are prepared and distributed timeously
Attend meetings and present on investment performance, benefit reviews, new products, etc
Lead discussion on topical issues and Trustees through agenda, arrange rebrokes
Analyze market trends and communicate findings to client
- Management of Admin and Accounting Function on Funds
Major Clients:-
Employee Benefits Consultancy & Fund Administration
Employee Benefits Consultancy & Fund Administration
Advanced Postgraduate Diploma in Financial Planning