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  • Posted: Jan 10, 2025
    Deadline: Not specified
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    Africa's largest Mutual Assurance Society providing a one-stop funeral insurance and burial service solution.


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    Liaison Officer-Senior Citizens (Pretoria)

    Description

    • The main purpose of the position is to increase funeral insurance business and funeral business, by providing relevant services and information to pensioners at retirement establishments and other facilities, through the establishment of relationships between funeral agents and other possible new business sources such as retirement facilities, churches and similar organizations.

    Planning and organising of events at various senior citizen venues

    • Identify objectives of the event and determine the requirements that must be met to accomplish the objectives set
    • Prepare a schedule of monthly events and meetings with pensioners and management at the different institutions (Retirement villages/homes, nursing homes, hospitals, associations and others organisations).
    • Manages relationships with all keynote stakeholders maintaining AVBOB’S high standards
    • Ensure that events are rolled out within the approved budget allocations
    • Provide consolidated feedback to the management of the institution regarding attendance, services provided, etc.

    Marketing of AVBOB

    • Present AVBOB’s services and products to senior citizens and other potential customers / clients
    • Provide professional advice (according to FAIS requirements) to these potential clients
    • Followup on leads provided for funerals and other services
    • Do mass presentations to stakeholders

    Collaboration and networking with peers, colleagues, funeral agents and stakeholders

    • Develop and foster strong business relationships with the community, retirement institutions, nursing homes, ambulance services, hospitals, churches, associations, social clubs (Senior Citizens) and stakeholders of other entities assigned
    • Continuously create and form new relationships with relevant stakeholders
    • Liaise with all parties concerned (Area Manager, Funeral Agent, Snr Liaison Officer, management of the institution concerned, etc.
    • Proactively solve possible complaints and conflicts and address issues that may occur by investigating issues and provide feedback timeously to stakeholders
    • Liaise with the Funeral agent and Senior Liaison Officer to provide information and support business
    • Build sound relationships with funeral agent through meetings, provide leads and support their business
    • Maintain contact with institutions on a monthly basis to determine current client base at the
    • facilities
    • Market AVBOB products by visiting the facilities to increase our market share

    Administration of new business, policy service

    • Submit monthly event plans to the Area Manager: Funeral Service and the Senior Liaison Officer
    • Collect, analyse and utilise data and feedback to identify opportunities to improve relationships between all stakeholders and new business
    • Prepare and submit monthly reports on the events executed, clients served, etc.
    • Compile incident reports, regarding important issues during events
    • Compile handouts – Life file with all the necessary information and documentation to hand out at the events
    • Obtain the value of a policy and provide feedback (inperson) to the clients
    • Adjust policies as required by the client
    • Followup on outstanding issues
    • Collection of premiums at the institutions
    • Reconciliation of expenditure and premiums collected
    • Followup on the issuing of new policies, etc.

    Requirements

    Minimum Qualifications

    • Grade 12
    • Relevant marketing qualification

    Knowledge and Experience

    • 3 Years’ experience of opening sources
    • Knowledge of the funeral and/ or insurance industry or Old age facilities

    go to method of application »

    Funeral Agent-Mankweng Arrangement Agency (JHB East Rand)

    Description
    RESPONSIBILITIES  INCLUDE:

    • Full management of funeral agency
    • Managing, training and development of own personnel
    • Arranging and conducting of funerals
    • Fleet management and risk management

    Requirements
    THE IDEAL ENTREPRENEUR SHOULD HAVE THE FOLLOWING:

    • Grade  12

    Applicants who entered the industry as follows:

    • DOFA   

    Qualification Requirements

    • 2004 – 2007 30 Credits on NQF 4 obtained by 31/12/2009
    • 2008 – 2009 30 or 60 Credits on NQF 4 obtained by 31/12/2011, or,
    • Full FAIS recognized qualification by 31/12/2013
    • 2010 Onward Full FAIS recognized qualification
    • RE 5
    • Clear credit record (ITC)
    • Valid drivers’ license
    • Business and functional experience in the funeral industry will be an advantage
    • Marketing experience is essential
    • Good financial management experience will be a definite advantage

    COMMISSIONS AND FEES:

    • Market related commission that will initially be guaranteed
    • Assistance for business development

    go to method of application »

    Assistant Representative (Johannesburg Service Gauteng East) (Gauteng)

    Description
    RESPONSIBILITIES  INCLUDE:

    • Arranging of all funerals and cremations
    • Obtain and complete all legal documentation for funerals and cremations
    • Maintain all funeral records
    • Offer counselling and comfort the bereaved families
    • Handle payments and invoicing
    • Marketing and sales of Funerals, Tomstones and AVBOB insurance products
    • Render client service and assist with complaints

    Requirements
    QUALIFICATIONS  REQUIRED  FOR  THE  POSITION:

    • Grade  12
    • Driver’s  license,  own  reliable  transport  and  cell  phone
    • Clear credit and criminal record
    • Comply with FAIS legislation for registration as Fit and Proper individuals:
    • Applicants who entered the industry as follows: 
    • From years 2004 – 2007 requires 30 credits on NQF 4 obtained by 31 December 2009.
    • From years 2008 - 2009 requires 30 credits or 60 credits on NQF 4 obtained by 31 December 2011 or full FAIS recognised qualification obtained by 31 December 2013
    • All those appointed in the industry from the year 2010 onwards require a full FAIS recognised qualification

    EXPERIENCE  REQUIRED  FOR  THE  POSITION:

    •  Business and functional experience in the funeral industry will be a advantage

    SKILLS  REQUIRED  FOR  THE  POSITION:

    • Good communication, analytical, planning and organising skills
    • Time  management and administration skills
    • Computer literate

    Method of Application

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