Acquisition and developing new partners, setting up effective strategies to win and strengthen new partnerships, representing CACI in the relevant bancassurance market (consumer finance, credit broker, price comparison websites, automotive). Drives innovation within the branch.
Sales Strategy and Execution
- Develop and implement effective sales strategies to attract and retain clients
- Generate leads through networking, cold calling, referrals, and other channels
- Stay up-to-date with the latest insurance products and regulations.
Client Relationship Management
- Contact potential clients, create rapport, and understand their needs
- Offer suitable protection plans based on clients’ requirements
- Collect relevant information to provide tailored solutions.
Performance Monitoring and Reporting
- Prepare regular reports on sales metrics and present them to senior management
- Ensure compliance with legal and ethical standards in all sales practices
Sales and Marketing
- Manages the company’s commercial development strategy in the local market
- Supports and implements the Branch Marketing roadmap. This includes:
o Benchmarking of the market offers (@ distributors, Price Comparison Websites, competitors), building a differentiating offer
o Support the organisation of communication events such as forums, Partners days, etc. / production and broadcast of communication content (e.g. LinkedIn, specialized press,etc.)
o Potentially support our distributors in selling our products, through training, marketing material, organization of sales contests for example
- Oversees the product development process and ensuring a successful launch on the market
- Support tender and RFP processes in accordance with guidelines and policies defined by Head Office
AML and Compliance
- Ensures that all controls required by law and Group rules are conducted towards business
partners and Third-party administrators
Legal
- Supports the contract drafting process, ensuring the completion of all formal validation steps in accordance with Group policies
People First
- To assign workload and projects to each member of your staff
- To follow up on HR processes, attendance, probationary period, performance
management, etc.
- To develop and coach your staff to reach their potential within CACI
- To identify with your team individually their strengths and their areas for improvement
- To identify the teams individual talents and abilities and harness those for their
development and to optimise the business.
- To coach and encourage staff to enhance their professional actuarial qualifications (when required)
- To fully apply the performance management process ensuring it is a 2 way process of open discussion
*Other duties as required/assigned to fulfil requirements of position
Interface
Interaction with partners, pricing team, data team, compliance team and legal