Description :
Division : Retirement Funding
Salary : Competitive
Location : Sandton
ROLE PURPOSE
To act as a liaison between Clients and the company’s Broker Business within the Retirement Funding Division. Clients may be either Brokers, who may have a number of clients whose pension funds are part of umbrella funds or stand alone, and direct with the employers. The above role may expand to include a sales role, i.e. marketing and procurement of the business and its umbrella fund capabilities and services to the intermediary market. However, the immediate requirement would comprise of a servicing role until the end of 2010.
You would be required to report to the Head of Administration in the Retirement Funding Division (RF) and work with the Team Leaders of various areas within RF.
KEY ACCOUNTABILITIES:-
To develop and maintain sound working relationships with funds, the broker business and with third parties.
To assist RF Team Leaders with the delivery of high quality service to the Broker community.
To facilitate possible solutions to improve the service of RF to the Broker community
To capture the needs of Clients and Members and assist RF in working to ensure that the operation and systems are developed to meet those requirements.
Ensure that each client has a signed Service Level Agreement and to regularly review the SLA.
Responsibility for retaining portfolio of clients
Accountability for new business and revenue goals.
COMPETENCIES
In line with the Organization Leadership Model for ARL level 7
CLIENT VALUE
Deliver distinctive client value by leveraging relationships, client/industry knowledge, and the “Best of Business” to provide distinctive solutions
Drives urgency in team for clients’ and colleagues’ needs
Anticipates and ensures all client needs are fully met
Ensures client value is primary driver of decisions
Builds trusted relationships with clients and colleagues
INNOVATION
Builds differentiated capability through innovation, proven solutions, and deep content expertise
Implements new ideas that improve team effectiveness and efficiency
Encourages and rewards imaginative thinking to solve problems.
Understands how competitor trends impact the business in the marketplace
Seeks innovative best practices from other parts of the business
RESULTS
Deliver Business Results with Excellence and the best balance of investment and efficiency
Uses information and resources within and across geographies and business lines to achieve results
Leads work activities and teams to deliver high quality results with efficiency
Works with TL to Plan, organises and coordinates work activities to ensure success.
Reprioritises as necessary to meet deadlines
Uses financial and client data to analyze business effectiveness
VALUES
Live our values by always acting with integrity and working everyday in a way that positively impacts our clients, colleagues and communities.
Prioritises client and business shareholder interests above personal gain
Acts with integrity
Accepts responsibility for own and business performance
Holds self and others accountable for compliance with business policies
UNMATCHED TEAMS
Develop unmatched talent and high-performing teams through continuous learning, honest feedback, rigorous development and disciplined talent management.
Builds strong relationships with colleagues and team members
Requests feedback and looks for opportunities to develop.
Provides constructive feedback and coaches others to achieve results
Encourages and facilitates sharing information, knowledge and expertise within and across work teams
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