Strategy

Drive the Zamara employee value proposition (EVP) among prospective clients.
Drive the implementation of the Umbrella growth strategy through segmentation and management of key corporate accounts.
Identify high value proposition targets and deliver bouquet of Zamara employee benefit solutions.
Ability to upsell and cross- sell other Zamara solutions to Clients.
Organize and manage pre-retirement seminars based on the Umbrella annual workplan
Work closely with the Institutional /SME/ MSME distribution teams.
Act as a product evangelist to build awareness and mine value for cross sell opportunities.
Source new business in line with the Umbrella business plan and growth strategy.
Deliver outsourced or in-house retirement & financial management solutions as needed.

Consulting

Manage business opportunities arising for Umbrella and related group solutions.
Manage and strengthen relationships within identified Corporate & Institutional accounts.
Provide financial planning advice and solutions to clients.
Identify a client’s investment needs, risk tolerance and profile, other investments (and other assets), personal circumstances, income requirements, investment time horizon and advise accordingly.
Educate the clients with regards to basic investment principles, i.e. risk versus return, market sentiment, market trends, performance (offshore and local), benchmarks etc.
Conduct annual client training including member sessions & annual and special AGM.
Adequately respond to capacity gaps among management committee members for upskilling.
Resolve client concerns, queries and/or complaints with timely update of legislative changes.
Actively represent Zamara in Industry thought leadership engagements.

Experience and personal qualities

Business related degree
Professional Qualification in a business, finance or investment related field will be an added advantage.
Minimum of 5 years’ experience managing corporate and institutional clients in the financial services/insurance related field preferably in a busy pension environment.
Ability to sell corporate solutions will be an added advantage.
Good understanding of the financial services industry including retirement benefits Act and regulations.
Good understanding of Zamara employee benefit solutions including group risk solutions.
Good understanding of general investment products such as unit trusts, equities, stocks, bonds, offshore savings plans.
Good understanding of tax implications of various investment vehicles.
Working understanding of features and appropriateness of various alternate solutions.
Proactive and uses initiative.
Able to work independently but also as part of a team with timely quality production.
Good with managing relationships of various stakeholders.
Creative thinker with good Problem solving skills.
Excellent verbal, written skills and confident with good presentation skills.
Organized with effective time management skills.
Good listening and interpersonal skills.