What Jobs are available for Crm Consultant in South Africa?

Job Description,
To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

,
Requirements
,

Education

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role

Knowledge And Skills

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package, particularly Internet, Outlook and Excel.
• Sales negotiation skills

,
Duties and Responsibilities
,

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity
• Presentation skills
• Time management skills

Job Description,
To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

,
Requirements
,

Education

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role

Knowledge And Skills

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package skills
• Sales negotiation skills

,
Duties and Responsibilities
,

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity

To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

Education:

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience:

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role

Knowledge and Skills:

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package, particularly Internet, Outlook and Excel.
• Sales negotiation skills

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies:

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity
• Presentation skills
• Time management skills

To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

Education:

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience:

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role

Knowledge and Skills:

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package skills
• Sales negotiation skills

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies:

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity

Key Purpose

Boost product sales through relationship-building, outstanding service, and technical know-how.

Areas of responsibility may include but not limited to

All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

• Developing and maintaining broker relationships
• Review New business pipeline, follow-up and tracking
• Assist with comparison quotes, proposals and new business quotes.
• Technical training of and ongoing product support to Financial Advisors and support staff on all required platforms.
• Monitoring and managing production figures, penetration, minimum criteria, rewards and recognition criteria.
• Dealing with queries and providing information on a range of sales and service issues
• Liaising with internal departments on processing issues
• Building relationships with internal departments to ensure superior service is offered to clients.
• General practice management
• Keeping up to date with competitor product and service offering and industry
• developments
• Participating in proactive sales and marketing initiatives

Competencies:

• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• Self -Disciplined
• Able to influence and negotiate
• Persuasiveness
• Build strong relationships
• Use own initiative
• Decisiveness

Education and Experience

Education

• Minimum: Business degree
• Beneficial: NQF5 in Wealth Management or Financial Planning
• RE5

Experience

• 2 years in client facing Insurance industry experience.
• Sound knowledge of Insurance products
• Beneficial: Knowledge of underwriting processes
• Broker consulting experience in an insurance company.
• Beneficial: An understanding of Financial Planning
• Knowledge of MS Office Suite

Other

• Valid drivers license
• Own insured transport
• Smart Phone
• Willingness to undertake business travel across South Africa

Job Description,
To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

,
Requirements
,

Education

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience

• At least 5 years' experience in the financial services or Life Assurance industry within a sales role

Knowledge And Skills

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package, particularly Internet, Outlook and Excel.
• Sales negotiation skills

,
Duties and Responsibilities
,

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity

To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

Education:

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience:

• At least 5 years' experience in the financial services or Life Assurance industry within a sales role

Knowledge and Skills:

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package, particularly Internet, Outlook and Excel.
• Sales negotiation skills

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies:

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity

Welcome to Huble ,
HubSpot's 2024 global partner of the year
We are a global HubSpot, AI, marketing & creative consultancy enabling mid-market and enterprise businesses move faster, adapt smarter, and innovate freely—by building their business around HubSpot's CRM. We believe in striking a balance between professionalism and being human.

As a
Senior
CRM Sales Enablement Consultant
(internally referred to as a Senior Sales Consultant), you'll be at the forefront of revolutionizing our customers' sales performance, guiding them in the adoption of top-tier sales processes, technology, and enablement strategies.

To be successful in this role you need to be a strategic, innovative, and results-oriented professional who excels at bridging business objectives with effective sales execution.

You'll collaborate closely with clients to assess and enhance their sales and service processes, utilizing the HubSpot platform and various technologies to fuel business growth. This position demands proficiency in sales processes, revenue operations, sales enablement, and CRM strategy, as well as a passion for spearheading digital transformation.

Here are a few of the tasks you'll get to work on

1)  Sales & Service Process Optimization

• Assess and optimize client sales and service processes across various industries, including

• New business and customer retention sales processes

• Channel and self-service sales processes
• Qualifying matrices (BANT, MEDDIC)

• Compensation and incentivization processes

• Design and implement scalable sales and go-to-market strategies to achieve client goals

• Deliver best-in-class consultancy on sales, revenue, and service operations

2)  Be an expert in sales and service best practices

• Stay updated on sales/service methodologies to provide recommendations for various industries
• Understand sales and service tools and their alignment with strategic goals
• Provide expertise in HubSpot's sales, service, and CRM options; candidates without HubSpot experience will be considered if they exhibit strong analytical skills and a quick learning ability

3)   Develop and execute training and adoption strategies

• Develop and implement comprehensive training plans for process and technology adoption
• Formulate long-term strategies and share best practices to enhance adoption and facilitate change management
• Communicate effectively and engage in open discussions with clients about progress and challenges

4)   Support team growth and mentor fellow consultants

• Serve as a knowledgeable resource for fellow consultants, demonstrating internal value
• Offer constructive feedback and suggest improvements to current consulting practices and internal procedures
• Assume a leadership position in client projects, delivering strategic insights to team members and working collaboratively to ensure outstanding service

To excel in this role, you should have the following

• Mid to Senior years of work experience in sales consulting, revenue operations, sales management, or B2B sales strategy working with sales teams
• Certified instructor in Sandler, Winning by Design, Dale Carnegie or similar is preferable
• Proven expertise in sales process design, sales enablement, sales organizational design, remuneration policy design, sales strategy development, and CRM requirements gathering
• Strong understanding of sales methodologies, forecasting, and sales analytics
• Hands-on experience with HubSpot, Salesforce, Microsoft Dynamics, or equivalent CRM platforms

 
These personal qualities are key to your success

Strategic & Analytical Thinking

• Ability to analyze complex sales processes and design scalable, effective solutions
• Strong business acumen and ability to align sales strategy with overall company goals
• Passion for data-driven decision-making and performance measurement

Communication & Leadership

• Exceptional client-facing skills, with the ability to build relationships with stakeholders at all levels
• Strong presentation and facilitation skills—able to drive workshops and executive discussions
• Experience leading cross-functional teams and mentoring junior consultants

Tech-Savvy & Growth-Oriented

• Deep knowledge of sales technology, automation tools, and CRM integrations
• A continuous learning mindset—staying up to date with industry trends and new sales enablement technologies
• Comfortable working in a fast-paced, high-growth environment

Meet the Team

You will collaborate closely with Jess Gamble (VP of Customer Operations), and will receive additional support from Tony Kennard (Sales Consulting Team Lead).

 
Interview Process

• 1st Interview (30 min)
• Presentation Interview (60 min)
• Final Interview (30 min)

We aim to complete the process in under 3 weeks (subject to availability).

As part of the remuneration package, you will receive the following

• Remote work -
   Enjoy the freedom of remote work within the country of employment
• Load-shedding support -
  We provide a power station to help you during load-shedding
• Home office budget -
  Create your optimal workspace with a budget for a desk and chair
• IT Equipment -
  Choose between a MacBook or Windows laptop, plus a monitor and mouse
• Generous annual leave -
   Take advantage of 18 days of annual leave, plus 2 extra days for special occasions like your birthday
• Flexible schedule -
   We understand and accommodate your personal needs, whether it's for leisure or family commitments
• Huble Swag -
   Show off your Huble pride with our awesome swag
• Medical Aid -
  Get subsidized cover on your health related needs

Keen to Huble with us?

If you are ready to take on this exciting opportunity and join our team, we would love to hear from you. Apply today and let's Huble together

NB -
Please note that candidates must have the legal right to work and current residency in South Africa.

Please note that we have not enlisted the help of external recruiters for this role. If contacted by someone outside of Huble who does not have the email domain, please inform us immediately. Thank you