Dynamic Insurance Broker Consultant with a proven track record at Sanlam, excelling in policy analysis and portfolio management. Cultivated strong client relationships, driving business growth through exceptional customer service and strategic networking. Recognized for delivering tailored financial plans, ensuring compliance, and enhancing client satisfaction through effective communication and educational initiatives.
• Identify prospective business opportunities and follow through to drive value out of them;
• Identify viable worksites for the teams and drive the execution process through the team;
• Establish and build new relationships with existing and potential Clients
• Recruitment, selection and training of sales leaders and agents;
• Proactive and continuous business planning to achieve the set sales targets through the team;
• Goal setting and monitoring of performance of the Sales teams;
• Maintain existing relationships to protect existing books of business;
• Co-ordinate and manage any marketing campaigns to prospective clients; • Provide regular business updates to the management team;
• Regular scheduling of meetings with team members to manage any challenges as and when they come up; • Develop an in depth understanding of the company's products and Conduct product training and presentations;
• Assist clients with product and business queries; identifying and facilitating Key accounts.
Policy analysis