Commercial Tied Agent

Provides specialist knowledge and executes account development strategies and sales business plans in order to achieve medium-sized sales targets.

• Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
• Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
• Edit document in line with organizational style guidelines and prepare information for publication.
• Prepare and coordinate the completion of various data and analytics reports.
• Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers.
• Handle the financial advice process within a specific client segment, ensuring alignment with their goals and values.
• Sell simple products and services directly to customers while following standard protocols.
• Maintain and renew a deep knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct.
• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching.

• NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent.