Account Manager / Broker Consultant Job Description Template
Our company is looking for a Account Manager / Broker Consultant to join our team.
Responsibilities:
- Develop business with the assigned accounts;
- Perform analysis to determine opportunities in the market;
- Monitor contracts implementation from contract performance, customer payment terms, to delivery terms;
- Train business development team regarding different phases of the sales cycle and meeting projects goals;
- Assess the profitability of existing products and service offerings;
- Build and maintain long-lasting customer relationships;
- Improve existing business by increasing profitability and customer satisfaction;
- Manage business deals from negotiation to close;
- Track and report progress with implementation of strategic plan, customer budgets, and ongoing forecasts;
- Create strategic development plans, including active sales pipeline and implementation, to build new profitable business.
Requirements:
- Delivery and deadline focused with excellent management skills and attention to detail; ability to coordinate and multitask;
- Relevant business degree, ideally Business Sciences / B.Com / Marketing Diploma;
- Calm and effective approach to all obstacles and scenarios;
- Affinity insurance distribution strategies (advantageous);
- Excellent verbal and written communication in English;
- Business development;
- Take responsibility for the image of the company;
- Marketing, preparation of power point presentations and proposals;
- Ability to adapt and understand new ways of working;
- Ability to interact with clients and ensure excellent service delivery;
- Ability to maintain a friendly and professional demeanour when interacting with customers;
- Passion for financial services and technology;
- Customer service experience;
- Marketing of financial products in the group funeral market of parlours and / or funeral administrators;
- A self-motivated go getter who will deliver upon the companys growth objectives.