Jonathan Dial Email & Phone Number

Looking after the risk and retirement funding needs of Small Enterprises toCorporate Companies by offering pension, provident, investment and riskproducts.Drive new business sales and achievement of sales targets.A catalyst and influencer in terms of practice building.Making appropriate recommendations on how existing funds / schemesmay be upgraded.In-depth industry, environmental, compliance and legislative knowledgeIn-depth understanding of the SME SegmentStrong technical employee benefits knowledgeAbility to liaise, present and negotiate at Executive levelExcellent communication (written & verbal), sales, organisational and timemanagement skills.Conducting Trustees Meetings.Conducting presentations to Trustees and Fund Members.Regular monitoring and analysing investment performance and theinvestment managers utilized in respect of each client/fund.